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9470.T$941.00-1.98%
Fair $941.00+0.0%

9470.T

Gakken Holdings Co., Ltd.

Consumer Defensive / Education & Training ServicesTokyo

$941.00

-19.00 (-1.98%)

Fairly Valued+0.0%Fair Value $941.00Fund rank 37/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.3B · quality 77.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

53/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9470.TLocal privado en este navegador · Gakken Holdings 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

$39.1B

P/E

12.1x

↓

EV/EBITDA

3.7x

↓

ROE

6.9%

↑

Gross Margin

27.6%

↑

Debt/Equity

0.69

↑
52-Week Range$941
$908$1164

TradingView lightweight chart

9470.T price, volumen y niveles de valoración

Último $941.00Periodo +170.8%
Fair value: $941.00

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

+8.5%

FCF CAGR

+31.4%

FCF margin

2.1%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $199.12B · net income $3.58B · FCF $4.21B

2022-FY → 2025-FY

Gross margin

27.6%-2.2% pts

Operating margin

4.1%+0.0% pts

Net margin

1.8%-0.4% pts

FCF margin

2.1%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$199.12B$199.12B$185.57B$164.12B$156.03B
Net Income$3.58B$3.58B$2.26B$3.19B$3.44B
EBITDA$14.04B$14.04B$10.24B$10.08B$9.65B
EPS85.4985.4952.6071.9077.95
Gross Margin27.6%27.6%26.9%28.4%29.8%
Operating Margin4.1%4.1%3.7%3.8%4.1%
Net Margin1.8%1.8%1.2%1.9%2.2%
Balance Sheet
Debt/Equity0.690.690.720.800.85
Current Ratio1.631.63———
Cash Flow
Free Cash Flow$4.21B$4.21B$3.20B$3.26B$1.85B
Returns
ROE6.9%6.9%4.4%6.0%7.1%
Valuation
P/E12.0912.0919.4911.6012.46
EV/EBITDA3.713.715.965.806.39
P/B0.760.760.850.700.88
Growth & Yield
Revenue Growth7.3%7.3%13.1%5.2%—
EPS Growth62.5%62.5%-26.8%-7.8%—
Dividend Yield3.1%3.1%———

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

-0.8%

fácil

EPS terminal req.

$83.50

Spread vs growth

63.3%

5Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$101.03

Spread vs growth

59.1%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$162.71

Spread vs growth

55.9%

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 +2.0%

Total return

+2.0%

Start / end P/E

18.1x → 11.0x

EPS bridge

52.60 → 85.49

Residual

-24.5%

EPS growth+62.5%
Multiple rerating-39.1%
Dividend+3.1%
Residual / FX / buybacks / cross-term-24.5%

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.