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9769.T$2461.00-1.12%
Fair $2461.00+0.0%

9769.T

Gakkyusha Co.,Ltd.

Consumer Defensive / Education & Training ServicesTokyo

$2461.00

-28.00 (-1.12%)

Fairly Valued+0.0%Fair Value $2461.00Fund rank 38/100 · Data gapFallback financials|
SA 57/C
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 82.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

57/100

C

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 · 9769.TLocal privado en este navegador · Gakkyusha 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

$26.7B

P/E

14.5x

↓

EV/EBITDA

8.3x

↓

ROE

25.4%

↑

Gross Margin

35.6%

↑

Debt/Equity

0.23

↓
52-Week Range$2461
$2181$2627

TradingView lightweight chart

9769.T price, volumen y niveles de valoración

Último $2,461Periodo +1115.3%
Fair value: $2,461

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

+2.4%

FCF CAGR

+9.1%

FCF margin

12.5%

FCF / Net income

0.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.29B · net income $1.86B · FCF $1.66B

2022-FY → 2025-FY

Gross margin

35.6%+0.2% pts

Operating margin

19.7%+0.9% pts

Net margin

14.0%+1.8% pts

FCF margin

12.5%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.29B$13.29B$13.20B$12.99B$12.38B
Net Income$1.86B$1.86B$1.83B$1.88B$1.51B
EBITDA$3.10B$3.10B$3.13B$3.22B$2.61B
EPS171.40171.40167.98171.54137.70
Gross Margin35.6%35.6%36.4%37.6%35.4%
Operating Margin19.7%19.7%20.4%21.3%18.8%
Net Margin14.0%14.0%13.8%14.5%12.2%
Balance Sheet
Debt/Equity0.230.230.270.360.49
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$1.66B$1.66B$1.88B$1.74B$1.27B
Returns
ROE25.4%25.4%28.2%32.5%30.6%
Valuation
P/E14.4814.4812.6211.7411.80
EV/EBITDA8.308.307.206.917.00
P/B3.653.653.563.813.61
Growth & Yield
Revenue Growth0.7%0.7%1.6%4.9%—
EPS Growth2.0%2.0%-2.1%24.6%—
Dividend Yield5.2%5.2%———

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

8.4%

razonable

EPS terminal req.

$218.37

Spread vs growth

-6.4%

5Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$264.23

Spread vs growth

-7.0%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$425.55

Spread vs growth

-7.5%

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 +16.9%

Total return

+16.9%

Start / end P/E

13.1x → 14.4x

EPS bridge

167.98 → 171.40

Residual

+0.2%

EPS growth+2.0%
Multiple rerating+9.5%
Dividend+5.2%
Residual / FX / buybacks / cross-term+0.2%

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.