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9265.T$3040.00+1.14%
Fair $3040.00+0.0%

9265.T

Yamashita Health Care Holdings,Inc.

Healthcare / Medical DistributionTokyo

$3040.00

+35.00 (+1.14%)

Fairly Valued+0.0%Fair Value $3040.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $801.0M · quality 47.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

38/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9265.TLocal privado en este navegador · Yamashita Health Care 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

$7.7B

P/E

18.3x

↓

EV/EBITDA

1.5x

↓

ROE

6.9%

↑

Gross Margin

13.6%

↓

Debt/Equity

N/A

•
52-Week Range$3040
$2445$3970

TradingView lightweight chart

9265.T price, volumen y niveles de valoración

Último $3,100Periodo +79.2%
Fair value: $3,040

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

+5.4%

FCF CAGR

-12.8%

FCF margin

0.5%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.49B · net income $616.0M · FCF $307.0M

2022-FY → 2025-FY

Gross margin

13.6%-0.4% pts

Operating margin

1.3%-0.4% pts

Net margin

1.0%-0.3% pts

FCF margin

0.5%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.49B$64.49B$61.55B$58.20B$55.15B
Net Income$616.0M$616.0M$580.0M$219.0M$696.0M
EBITDA$1.17B$1.17B$1.08B$840.0M$1.25B
EPS249.79249.79227.9685.83272.67
Gross Margin13.6%13.6%13.8%13.8%14.0%
Operating Margin1.3%1.3%1.6%2.0%1.7%
Net Margin1.0%1.0%0.9%0.4%1.3%
Balance Sheet
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$307.0M$307.0M$801.0M$2.08B$463.0M
Returns
ROE6.9%6.9%6.8%2.8%8.7%
Valuation
P/E18.3018.3011.5623.906.95
EV/EBITDA1.541.541.30-0.700.69
P/B0.840.840.790.660.61
Growth & Yield
Revenue Growth4.8%4.8%5.8%5.5%—
EPS Growth9.6%9.6%165.6%-68.5%—
Dividend Yield2.3%2.3%———

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

2.6%

fácil

EPS terminal req.

$269.75

Spread vs growth

7.0%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$326.40

Spread vs growth

4.1%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$525.67

Spread vs growth

1.9%

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 +17.3%

Total return

+17.3%

Start / end P/E

11.8x → 12.4x

EPS bridge

227.96 → 249.79

Residual

+0.5%

EPS growth+9.6%
Multiple rerating+5.0%
Dividend+2.3%
Residual / FX / buybacks / cross-term+0.5%

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.