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9726.T$1981.00-0.95%
Fair $1981.00+0.0%

9726.T

9726.T

Consumer Cyclical / Travel ServicesTokyo

$1981.00

-19.00 (-0.95%)

Fairly Valued+0.0%Fair Value $1981.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

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 $14.0B · quality 39.3/100

Data gap 28/100
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

51/100

C

Piotroski

4/9

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 · 9726.TLocal privado en este navegador · 9726.T
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

$54.1B

P/E

6.2x

↓

EV/EBITDA

5.2x

↓

ROE

15.0%

↑

Gross Margin

19.3%

↓

Debt/Equity

N/A

•
52-Week Range$1981
$969$2116

TradingView lightweight chart

9726.T price, volumen y niveles de valoración

Último $1,981Periodo -24.4%
Fair value: $1,981

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

+25.2%

FCF CAGR

—

FCF margin

1.5%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $274.52B · net income $7.68B · FCF $4.22B

2022-FY → 2025-FY

Gross margin

19.3%-2.9% pts

Operating margin

2.2%+7.7% pts

Net margin

2.8%+6.9% pts

FCF margin

1.5%+7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$274.52B$274.52B$255.43B$252.15B$139.96B
Net Income$7.68B$7.68B$7.54B$11.79B$-5.77B
EBITDA$8.12B$8.12B$7.63B$11.34B$-4.85B
EPS281.12281.12275.99431.55—
Gross Margin19.3%19.3%20.4%21.6%22.1%
Operating Margin2.2%2.2%2.8%4.5%-5.5%
Net Margin2.8%2.8%3.0%4.7%-4.1%
Balance Sheet
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$4.22B$4.22B$13.96B$14.99B$-8.24B
Returns
ROE15.0%15.0%17.1%32.9%-23.8%
Valuation
P/E6.186.184.563.72—
EV/EBITDA5.175.172.782.32—
P/B1.061.060.781.221.69
Growth & Yield
Revenue Growth7.5%7.5%1.3%80.2%—
EPS Growth1.9%1.9%-36.0%——
Dividend Yield1.0%1.0%———

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

-14.5%

fácil

EPS terminal req.

$175.78

Spread vs growth

16.3%

5Y implied EPS CAGR

-5.4%

fácil

EPS terminal req.

$212.69

Spread vs growth

7.3%

10Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$342.55

Spread vs growth

-0.1%

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 +84.4%

Total return

+84.4%

Start / end P/E

3.9x → 7.0x

EPS bridge

275.99 → 281.12

Residual

+1.5%

EPS growth+1.9%
Multiple rerating+80.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term+1.5%

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.