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9259.T$838.00-3.01%
Fair $838.00+0.0%

9259.T

TAKAYOSHI Holdings, INC.

Consumer Defensive / Grocery StoresTokyo

$838.00

-26.00 (-3.01%)

Fairly Valued+0.0%Fair Value $838.00Fund rank 35/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9
Margin Compression

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 $487.9M · quality 67.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

56/100

C

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Operating margin has declined for 3 consecutive years
Thesis & Journal · 9259.TLocal privado en este navegador · TAKAYOSHI Holdings, INC.
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

$4.7B

P/E

9.7x

↓

EV/EBITDA

3.4x

↓

ROE

12.4%

↑

Gross Margin

94.4%

↑

Debt/Equity

0.09

↓
52-Week Range$838
$664$1164

TradingView lightweight chart

9259.T price, volumen y niveles de valoración

Último $838.00Periodo -48.0%
Fair value: $838.00

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

+7.4%

FCF CAGR

-12.9%

FCF margin

6.5%

FCF / Net income

1.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.98B · net income $402.0M · FCF $522.1M

2022-FY → 2025-FY

Gross margin

94.4%+0.7% pts

Operating margin

11.4%-3.5% pts

Net margin

5.0%-2.3% pts

FCF margin

6.5%-5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.98B$7.98B$7.84B$7.19B$6.44B
Net Income$402.0M$402.0M$540.5M$483.6M$471.6M
EBITDA$979.3M$979.3M$1.12B$1.05B$1.14B
EPS——96.3186.1287.00
Gross Margin94.4%94.4%95.8%95.5%93.6%
Operating Margin11.4%11.4%11.6%13.8%15.0%
Net Margin5.0%5.0%6.9%6.7%7.3%
Balance Sheet
Debt/Equity0.090.090.731.071.23
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$522.1M$522.1M$487.9M$2.9M$790.9M
Returns
ROE12.4%12.4%19.1%21.1%26.2%
Valuation
P/E9.709.707.3213.7619.37
EV/EBITDA3.443.442.735.777.30
P/B1.451.451.402.915.08
Growth & Yield
Revenue Growth1.8%1.8%9.1%11.6%—
EPS Growth——11.8%-1.0%—
Dividend Yield3.6%3.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +27.4%

Total return

+27.4%

Start / end P/E

n/dx → n/dx

EPS bridge

96.31 → n/d

Residual

+23.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+23.8%

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.