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9701.T$4060.00+0.37%
Fair $4060.00+0.0%

9701.T

Tokyo Kaikan Co., Ltd.

Consumer Cyclical / RestaurantsTokyo

$4060.00

+15.00 (+0.37%)

Fairly Valued+0.0%Fair Value $4060.00Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 5/9

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 21%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

34/100

D

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: 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 · 9701.TLocal privado en este navegador · Tokyo Kaikan 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

$13.4B

P/E

13.5x

↓

EV/EBITDA

10.7x

↑

ROE

8.1%

↑

Gross Margin

14.3%

↓

Debt/Equity

1.13

↑
52-Week Range$4060
$3815$5490

TradingView lightweight chart

9701.T price, volumen y niveles de valoración

Último $4,060Periodo +65.7%
Fair value: $4,060

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

+22.1%

FCF CAGR

—

FCF margin

9.9%

FCF / Net income

1.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.27B · net income $889.5M · FCF $1.52B

2022-FY → 2025-FY

Gross margin

14.3%+25.4% pts

Operating margin

8.4%+29.1% pts

Net margin

5.8%-4.2% pts

FCF margin

9.9%+35.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.27B$15.27B$14.88B$12.89B$8.40B
Net Income$889.5M$889.5M$1.54B$249.5M$844.7M
EBITDA$2.11B$2.11B$1.76B$1.14B$1.92B
EPS268.30268.30459.6774.71252.86
Gross Margin14.3%14.3%12.9%8.0%-11.1%
Operating Margin8.4%8.4%7.0%1.8%-20.8%
Net Margin5.8%5.8%10.3%1.9%10.1%
Balance Sheet
Debt/Equity1.131.131.351.781.95
Cash Flow
Free Cash Flow$1.52B$1.52B$1.79B$1.03B$-2.14B
Returns
ROE8.1%8.1%16.0%3.3%11.9%
Valuation
P/E13.5013.508.6646.3111.79
EV/EBITDA10.6510.6512.3718.5910.12
P/B1.231.231.391.531.40
Growth & Yield
Revenue Growth2.6%2.6%15.5%53.4%—
EPS Growth-41.6%-41.6%515.3%-70.5%—
Dividend Yield1.2%1.2%———

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

10.3%

razonable

EPS terminal req.

$360.26

Spread vs growth

-52.0%

5Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$435.91

Spread vs growth

-51.8%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$702.04

Spread vs growth

-51.7%

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 +5.5%

Total return

+5.5%

Start / end P/E

8.5x → 15.1x

EPS bridge

459.67 → 268.30

Residual

-32.7%

EPS growth-41.6%
Multiple rerating+78.6%
Dividend+1.2%
Residual / FX / buybacks / cross-term-32.7%

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.