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8217.T$768.00-2.04%
Fair $768.00+0.0%

8217.T

Okuwa Co., Ltd.

Consumer Cyclical / Department StoresTokyo

$768.00

-16.00 (-2.04%)

Fairly Valued+0.0%Fair Value $768.00Fund rank 37/100 · Data gapFallback financials|
SA 36/D
F-Score: 7/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.6B · quality 79.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

36/100

D

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 0.4%, below the 5% threshold
Thesis & Journal · 8217.TLocal privado en este navegador · Okuwa Co., Ltd.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$31.2B

P/E

119.4x

↑

EV/EBITDA

5.8x

↓

ROE

0.4%

↓

Gross Margin

31.5%

↑

Debt/Equity

0.30

↓
52-Week Range$768
$767$1013

TradingView lightweight chart

8217.T price, volumen y niveles de valoración

Último $768.00Periodo -37.7%
Fair value: $768.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+0.8%

FCF CAGR

+8.7%

FCF margin

3.0%

FCF / Net income

28.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $252.66B · net income $264.0M · FCF $7.62B

2023-FY → 2026-FY

Gross margin

31.5%-0.3% pts

Operating margin

0.7%-0.4% pts

Net margin

0.1%-0.3% pts

FCF margin

3.0%+0.6% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$252.66B$252.66B$250.15B$247.38B$246.88B
Net Income$264.0M$264.0M$-2.38B$1.00B$928.0M
EBITDA$7.38B$7.38B$4.42B$8.71B$7.95B
EPS6.446.44-55.8922.7921.18
Gross Margin31.5%31.5%31.2%31.6%31.8%
Operating Margin0.7%0.7%0.5%1.2%1.2%
Net Margin0.1%0.1%-1.0%0.4%0.4%
Balance Sheet
Debt/Equity0.300.300.300.270.27
Current Ratio0.850.85———
Cash Flow
Free Cash Flow$7.62B$7.62B$6.60B$9.69B$5.93B
Returns
ROE0.4%0.4%-3.2%1.3%1.2%
Valuation
P/E119.44119.44—37.8740.84
EV/EBITDA5.775.7710.074.905.46
P/B0.420.420.460.480.49
Growth & Yield
Revenue Growth1.0%1.0%1.1%0.2%—
EPS Growth111.5%111.5%-345.2%7.6%—
Dividend Yield3.3%3.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

119.5%

muy exigente

EPS terminal req.

$68.15

Spread vs growth

-8.0%

5Y implied EPS CAGR

66.5%

muy exigente

EPS terminal req.

$82.46

Spread vs growth

45.0%

10Y implied EPS CAGR

35.3%

muy exigente

EPS terminal req.

$132.80

Spread vs growth

76.2%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -12.7%

Total return

-12.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-55.89 → 6.44

Residual

-16.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term-16.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.