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8225.T$3350.00+2.13%
Fair $3350.00+0.0%

8225.T

Takachiho Co.,Ltd.

Consumer Cyclical / Specialty RetailTokyo

$3350.00

+70.00 (+2.13%)

Fairly Valued+0.0%Fair Value $3350.00Fund rank 31/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $286.9M · quality 58.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 47/100Data 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

50/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 8225.TLocal privado en este navegador · Takachiho 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

$2.3B

P/E

7.1x

↓

EV/EBITDA

4.2x

↓

ROE

13.7%

↑

Gross Margin

28.0%

↓

Debt/Equity

0.43

↓
52-Week Range$3350
$3160$4510

TradingView lightweight chart

8225.T price, volumen y niveles de valoración

Último $3,350Periodo +1617.9%
Fair value: $3,350

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+17.6%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.54B · net income $308.6M · FCF $286.9M

2022-FY → 2025-FY

Gross margin

28.0%+0.7% pts

Operating margin

5.1%+9.3% pts

Net margin

3.6%+6.6% pts

FCF margin

3.4%+4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.54B$8.54B$8.02B$7.33B$5.25B
Net Income$308.6M$308.6M$423.3M$460.3M$-154.0M
EBITDA$526.4M$526.4M$521.8M$481.6M$15.0M
EPS477.76477.76660.62723.54—
Gross Margin28.0%28.0%27.9%28.4%27.3%
Operating Margin5.1%5.1%5.5%4.5%-4.1%
Net Margin3.6%3.6%5.3%6.3%-2.9%
Balance Sheet
Debt/Equity0.430.430.721.212.03
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$286.9M$286.9M$280.0M$353.3M$-31.3M
Returns
ROE13.7%13.7%23.3%33.5%-16.9%
Valuation
P/E7.137.133.682.39—
EV/EBITDA4.204.203.883.85129.77
P/B0.960.960.850.800.93
Growth & Yield
Revenue Growth6.5%6.5%9.3%39.8%—
EPS Growth-27.7%-27.7%-8.7%——
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

-14.6%

fácil

EPS terminal req.

$297.26

Spread vs growth

-13.1%

5Y implied EPS CAGR

-5.5%

fácil

EPS terminal req.

$359.68

Spread vs growth

-22.2%

10Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$579.27

Spread vs growth

-29.6%

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 -6.2%

Total return

-6.2%

Start / end P/E

5.6x → 7.0x

EPS bridge

660.62 → 477.76

Residual

-7.0%

EPS growth-27.7%
Multiple rerating+25.2%
Dividend+3.3%
Residual / FX / buybacks / cross-term-7.0%

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.