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8595.T$2233.00-1.22%
Fair $2233.00+0.0%

8595.T

JAFCO Group Co., Ltd.

Financial Services / Asset ManagementTokyo

$2233.00

-27.50 (-1.22%)

Fairly Valued+0.0%Fair Value $2233.00Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 29.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 3/100Data 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

49/100

C

Piotroski

8/9

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); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · 8595.TLocal privado en este navegador · JAFCO Group 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

$117.5B

P/E

18.1x

↑

EV/EBITDA

4.8x

↓

ROE

6.8%

↑

Gross Margin

59.6%

↑

Debt/Equity

0.11

↓
52-Week Range$2233
$2125$2665

TradingView lightweight chart

8595.T price, volumen y niveles de valoración

Último $2,233Periodo -50.9%
Fair value: $2,233

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

+2.4%

FCF CAGR

—

FCF margin

35.1%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.68B · net income $9.58B · FCF $10.42B

2022-FY → 2025-FY

Gross margin

59.6%-16.0% pts

Operating margin

42.2%-18.8% pts

Net margin

32.3%-22.2% pts

FCF margin

35.1%+82.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$29.68B$29.68B$24.44B$14.07B$27.68B
Net Income$9.58B$9.58B$7.49B$40.57B$15.08B
EBITDA$13.35B$13.35B$9.00B$61.58B$18.75B
EPS175.59175.59137.64586.92—
Gross Margin59.6%59.6%53.2%7.6%75.5%
Operating Margin42.2%42.2%33.4%-31.4%61.0%
Net Margin32.3%32.3%30.7%288.3%54.5%
Balance Sheet
Debt/Equity0.110.110.110.000.00
Current Ratio168.90168.90———
Cash Flow
Free Cash Flow$10.42B$10.42B$-9.88B$-7.28B$-13.03B
Returns
ROE6.8%6.8%5.4%31.0%7.6%
Valuation
P/E18.0618.0613.253.15—
EV/EBITDA4.834.835.200.954.10
P/B0.860.860.720.980.66
Growth & Yield
Revenue Growth21.4%21.4%73.7%-49.2%—
EPS Growth27.6%27.6%-76.5%——
Dividend Yield5.9%5.9%———

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

4.1%

fácil

EPS terminal req.

$198.14

Spread vs growth

23.5%

5Y implied EPS CAGR

6.4%

razonable

EPS terminal req.

$239.75

Spread vs growth

21.1%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$386.12

Spread vs growth

19.4%

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 -0.7%

Total return

-0.7%

Start / end P/E

17.4x → 12.7x

EPS bridge

137.64 → 175.59

Residual

-7.4%

EPS growth+27.6%
Multiple rerating-26.8%
Dividend+5.9%
Residual / FX / buybacks / cross-term-7.4%

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.