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9278.T$1850.00+0.05%
Fair $1850.00+0.0%

9278.T

Bookoff Group Holdings Limited

Consumer Cyclical / Specialty RetailTokyo

$1850.00

+1.00 (+0.05%)

Fairly Valued+0.0%Fair Value $1850.00Fund rank 23/100 · Data gapFallback financials|
SA 40/C
F-Score: 7/9

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 33% · confianza 17%

FCF escenarios

weak_data · normalized FCF $577.0M · quality 31.0/100

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

40/100

C

Piotroski

7/9

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 · 9278.TLocal privado en este navegador · Bookoff Group Holdings Limited
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

$32.5B

P/E

17.7x

↑

EV/EBITDA

9.4x

↑

ROE

11.3%

↑

Gross Margin

56.8%

↑

Debt/Equity

1.43

↑
52-Week Range$1850
$1304$2259

TradingView lightweight chart

9278.T price, volumen y niveles de valoración

Último $1,850Periodo +144.7%
Fair value: $1,850

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

+9.2%

FCF CAGR

-13.6%

FCF margin

0.5%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $119.20B · net income $2.10B · FCF $577.0M

2022-FY → 2025-FY

Gross margin

56.8%-2.4% pts

Operating margin

2.9%+1.0% pts

Net margin

1.8%+0.2% pts

FCF margin

0.5%-0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$119.20B$119.20B$111.66B$101.84B$91.54B
Net Income$2.10B$2.10B$1.71B$2.77B$1.45B
EBITDA$5.95B$5.95B$4.87B$4.64B$4.05B
EPS108.54108.5486.26140.1582.07
Gross Margin56.8%56.8%56.2%57.4%59.2%
Operating Margin2.9%2.9%2.7%2.5%1.9%
Net Margin1.8%1.8%1.5%2.7%1.6%
Balance Sheet
Debt/Equity1.431.431.111.111.11
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$577.0M$577.0M$1.92B$-3.05B$895.0M
Returns
ROE11.3%11.3%8.4%14.7%8.9%
Valuation
P/E17.6817.6818.218.8311.90
EV/EBITDA9.389.389.498.586.73
P/B1.921.921.531.301.05
Growth & Yield
Revenue Growth6.8%6.8%9.6%11.3%—
EPS Growth25.8%25.8%-38.5%70.8%—
Dividend Yield1.6%1.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$164.16

Spread vs growth

11.0%

5Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$198.63

Spread vs growth

13.0%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$319.89

Spread vs growth

14.4%

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 +27.6%

Total return

+27.6%

Start / end P/E

17.0x → 17.0x

EPS bridge

86.26 → 108.54

Residual

+0.0%

EPS growth+25.8%
Multiple rerating+0.2%
Dividend+1.6%
Residual / FX / buybacks / cross-term+0.0%

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.