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9723.T$628.00-0.48%
Fair $628.00+0.0%

9723.T

The Kyoto Hotel, Ltd.

Consumer Cyclical / LodgingTokyo

$628.00

-3.00 (-0.48%)

Fairly Valued+0.0%Fair Value $628.00Fund rank 24/100 · Data gapFallback financials|
SA 26/D
F-Score: 6/9
High Debt

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 19%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 25.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

26/100

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: 1unknown: 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. Debt-to-Equity ratio is 4.60, above the 2.0 threshold
Thesis & Journal · 9723.TLocal privado en este navegador · The Kyoto Hotel, 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

$7.6B

P/E

9.1x

↓

EV/EBITDA

10.7x

↑

ROE

29.0%

↑

Gross Margin

85.2%

↑

Debt/Equity

4.60

↑
52-Week Range$628
$610$701

TradingView lightweight chart

9723.T price, volumen y niveles de valoración

Último $628.00Periodo +318.7%
Fair value: $628.00

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

+29.9%

FCF CAGR

—

FCF margin

12.9%

FCF / Net income

1.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.36B · net income $771.5M · FCF $1.20B

2022-FY → 2025-FY

Gross margin

85.2%+4.1% pts

Operating margin

9.8%+55.7% pts

Net margin

8.2%+23.5% pts

FCF margin

12.9%+23.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.36B$9.36B$9.14B$7.35B$4.27B
Net Income$771.5M$771.5M$934.6M$62.2M$-652.0M
EBITDA$1.53B$1.53B$1.66B$990.0M$316.5M
EPS60.6260.6274.155.16-55.70
Gross Margin85.2%85.2%84.5%82.5%81.1%
Operating Margin9.8%9.8%10.4%-0.4%-45.9%
Net Margin8.2%8.2%10.2%0.8%-15.3%
Balance Sheet
Debt/Equity4.604.606.3812.0213.02
Current Ratio0.420.42———
Cash Flow
Free Cash Flow$1.20B$1.20B$1.33B$809.1M$-467.4M
Returns
ROE29.0%29.0%47.0%5.7%-62.0%
Valuation
P/E9.089.0810.25140.12—
EV/EBITDA10.6810.6811.6019.7758.83
P/B2.852.854.827.976.79
Growth & Yield
Revenue Growth2.4%2.4%24.3%72.2%—
EPS Growth-18.2%-18.2%1337.0%109.3%—
Dividend Yield0.5%0.5%———

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

-2.8%

fácil

EPS terminal req.

$55.72

Spread vs growth

-15.5%

5Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$67.43

Spread vs growth

-20.4%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$108.59

Spread vs growth

-24.2%

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 -4.1%

Total return

-4.1%

Start / end P/E

8.9x → 10.4x

EPS bridge

74.15 → 60.62

Residual

-3.1%

EPS growth-18.2%
Multiple rerating+16.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term-3.1%

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.