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8237.T$1405.00-0.57%
Fair $1405.00+0.0%

8237.T

Matsuya Co., Ltd.

Consumer Cyclical / Department StoresTokyo

$1405.00

-8.00 (-0.57%)

Fairly Valued+0.0%Fair Value $1405.00Fund rank 23/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-366.0M · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

34/100

D

Piotroski

4/9

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 · 8237.TLocal privado en este navegador · Matsuya 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

$71.3B

P/E

33.5x

↑

EV/EBITDA

16.4x

↑

ROE

8.2%

↑

Gross Margin

54.3%

↑

Debt/Equity

0.85

↑
52-Week Range$1405
$967$2925

TradingView lightweight chart

8237.T price, volumen y niveles de valoración

Último $1,405Periodo +302.6%
Fair value: $1,405

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

+9.9%

FCF CAGR

—

FCF margin

7.0%

FCF / Net income

1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.71B · net income $2.19B · FCF $3.19B

2023-FY → 2026-FY

Gross margin

54.3%+4.3% pts

Operating margin

5.8%+4.8% pts

Net margin

4.8%-7.9% pts

FCF margin

7.0%+11.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$45.71B$45.71B$48.12B$41.25B$34.40B
Net Income$2.19B$2.19B$2.38B$2.63B$4.38B
EBITDA$5.56B$5.56B$5.64B$4.48B$6.74B
EPS41.9441.94—49.5982.62
Gross Margin54.3%54.3%54.0%52.6%50.0%
Operating Margin5.8%5.8%9.3%7.2%1.0%
Net Margin4.8%4.8%5.0%6.4%12.7%
Balance Sheet
Debt/Equity0.850.850.770.700.87
Current Ratio0.560.56———
Cash Flow
Free Cash Flow$3.19B$3.19B$-1.45B$-366.0M$-1.69B
Returns
ROE8.2%8.2%8.4%10.1%19.9%
Valuation
P/E33.4833.48—19.9213.29
EV/EBITDA16.4416.4412.6415.0310.55
P/B2.762.761.892.022.64
Growth & Yield
Revenue Growth-5.0%-5.0%16.7%19.9%—
EPS Growth———-40.0%—
Dividend Yield0.9%0.9%———

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

43.8%

muy exigente

EPS terminal req.

$124.67

Spread vs growth

-48.8%

5Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$150.85

Spread vs growth

-34.2%

10Y implied EPS CAGR

19.2%

exigente

EPS terminal req.

$242.95

Spread vs growth

-24.2%

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 +26.1%

Total return

+26.1%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 41.94

Residual

+25.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term+25.2%

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.