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8260.T$360.00-6.74%
Fair $360.00+0.0%

8260.T

Izutsuya Co., Ltd.

Consumer Cyclical / Department StoresTokyo

$360.00

-26.00 (-6.74%)

Fairly Valued+0.0%Fair Value $360.00Fund rank 35/100 · Data gapFallback financials|
SA 32/D
F-Score: 4/9
Declining RevenueLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 73.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

32/100

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: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is 4.0%, below the 5% threshold
Thesis & Journal · 8260.TLocal privado en este navegador · Izutsuya 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

$4.0B

P/E

8.2x

↓

EV/EBITDA

6.4x

↓

ROE

4.0%

↓

Gross Margin

50.4%

↑

Debt/Equity

1.06

↑
52-Week Range$360
$352$534

TradingView lightweight chart

8260.T price, volumen y niveles de valoración

Último $360.00Periodo -74.3%
Fair value: $360.00

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

-1.9%

FCF CAGR

-2.2%

FCF margin

6.9%

FCF / Net income

2.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.28B · net income $491.0M · FCF $1.46B

2023-FY → 2026-FY

Gross margin

50.4%+0.3% pts

Operating margin

2.9%-2.3% pts

Net margin

2.3%-2.2% pts

FCF margin

6.9%-0.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$21.28B$21.28B$22.16B$22.52B$22.57B
Net Income$491.0M$491.0M$999.0M$966.0M$1.02B
EBITDA$2.23B$2.23B$2.37B$2.68B$2.81B
EPS44.0244.0288.4084.9788.95
Gross Margin50.4%50.4%50.4%50.2%50.2%
Operating Margin2.9%2.9%4.7%4.4%5.2%
Net Margin2.3%2.3%4.5%4.3%4.5%
Balance Sheet
Debt/Equity1.061.061.221.441.65
Current Ratio0.280.28———
Cash Flow
Free Cash Flow$1.46B$1.46B$899.0M$1.35B$1.56B
Returns
ROE4.0%4.0%8.4%8.8%10.1%
Valuation
P/E8.188.184.804.043.80
EV/EBITDA6.446.446.966.096.04
P/B0.330.330.400.360.38
Growth & Yield
Revenue Growth-3.9%-3.9%-1.6%-0.2%—
EPS Growth-50.2%-50.2%4.0%-4.5%—
Dividend Yield1.8%1.8%———

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

-10.1%

fácil

EPS terminal req.

$31.94

Spread vs growth

-40.1%

5Y implied EPS CAGR

-2.6%

fácil

EPS terminal req.

$38.65

Spread vs growth

-47.6%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$62.25

Spread vs growth

-53.7%

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 -10.2%

Total return

-10.2%

Start / end P/E

4.6x → 8.2x

EPS bridge

88.40 → 44.02

Residual

-38.5%

EPS growth-50.2%
Multiple rerating+76.8%
Dividend+1.8%
Residual / FX / buybacks / cross-term-38.5%

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.