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9672.T$4685.00-0.74%
Fair $4685.00+0.0%

9672.T

Tokyotokeiba Co.,Ltd.

Consumer Cyclical / GamblingTokyo

$4685.00

-35.00 (-0.74%)

Fairly Valued+0.0%Fair Value $4685.00Fund rank 31/100 · Data gapFallback financials|
SA 59/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $5.7B · quality 51.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

59/100

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); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 9672.TLocal privado en este navegador · Tokyotokeiba 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

$122.0B

P/E

12.0x

↓

EV/EBITDA

5.8x

↓

ROE

11.0%

↑

Gross Margin

42.3%

↑

Debt/Equity

0.18

↓
52-Week Range$4685
$4305$6080

TradingView lightweight chart

9672.T price, volumen y niveles de valoración

Último $4,685Periodo +329.8%
Fair value: $4,685

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

+5.6%

FCF CAGR

+18.7%

FCF margin

31.3%

FCF / Net income

1.25x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.76B · net income $10.46B · FCF $13.07B

2022-FY → 2025-FY

Gross margin

42.3%-2.7% pts

Operating margin

36.9%-3.0% pts

Net margin

25.1%-1.4% pts

FCF margin

31.3%+9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$41.76B$41.76B$40.44B$37.54B$35.45B
Net Income$10.46B$10.46B$9.71B$8.45B$9.39B
EBITDA$21.67B$21.67B$20.48B$17.75B$18.30B
EPS392.22392.22363.66308.37342.41
Gross Margin42.3%42.3%39.8%41.1%45.0%
Operating Margin36.9%36.9%34.4%35.6%40.0%
Net Margin25.1%25.1%24.0%22.5%26.5%
Balance Sheet
Debt/Equity0.180.180.210.220.31
Current Ratio1.431.43———
Cash Flow
Free Cash Flow$13.07B$13.07B$5.66B$-7.08B$7.82B
Returns
ROE11.0%11.0%10.7%9.7%11.7%
Valuation
P/E12.0312.0312.4814.3510.88
EV/EBITDA5.775.776.077.095.41
P/B1.321.321.331.401.27
Growth & Yield
Revenue Growth3.3%3.3%7.7%5.9%—
EPS Growth7.9%7.9%17.9%-9.9%—
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

2.0%

fácil

EPS terminal req.

$415.72

Spread vs growth

5.9%

5Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$503.02

Spread vs growth

2.8%

10Y implied EPS CAGR

7.5%

razonable

EPS terminal req.

$810.11

Spread vs growth

0.3%

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 +10.2%

Total return

+10.2%

Start / end P/E

12.0x → 11.9x

EPS bridge

363.66 → 392.22

Residual

-0.1%

EPS growth+7.9%
Multiple rerating-0.7%
Dividend+3.1%
Residual / FX / buybacks / cross-term-0.1%

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.