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9823.T$994.00-1.68%
Fair $994.00+0.0%

9823.T

Mammy Mart Holdings Corporation

Consumer Defensive / Grocery StoresTokyo

$994.00

-17.00 (-1.68%)

Fairly Valued+0.0%Fair Value $994.00Fund rank 27/100 · Data gapFallback financials|
SA 44/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 44.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

44/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9823.TLocal privado en este navegador · Mammy Mart Holdings Corporation
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

$49.7B

P/E

9.2x

↓

EV/EBITDA

6.3x

↓

ROE

12.4%

↑

Gross Margin

23.0%

↓

Debt/Equity

0.47

↑
52-Week Range$994
$981$1803

TradingView lightweight chart

9823.T price, volumen y niveles de valoración

Último $994.00Periodo +233.6%
Fair value: $994.00

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

+13.3%

FCF CAGR

+25.0%

FCF margin

1.2%

FCF / Net income

0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $193.69B · net income $5.25B · FCF $2.39B

2022-FY → 2025-FY

Gross margin

23.0%-2.9% pts

Operating margin

3.5%-0.2% pts

Net margin

2.7%+0.1% pts

FCF margin

1.2%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$193.69B$193.69B$160.74B$145.04B$133.00B
Net Income$5.25B$5.25B$4.73B$4.31B$3.42B
EBITDA$10.60B$10.60B$9.29B$8.17B$7.25B
EPS104.91104.9194.72411.58321.65
Gross Margin23.0%23.0%24.3%25.2%25.9%
Operating Margin3.5%3.5%4.0%4.1%3.7%
Net Margin2.7%2.7%2.9%3.0%2.6%
Balance Sheet
Debt/Equity0.470.470.380.160.34
Current Ratio0.540.54———
Cash Flow
Free Cash Flow$2.39B$2.39B$-2.73B$12.31B$1.23B
Returns
ROE12.4%12.4%12.5%12.7%10.7%
Valuation
P/E9.219.219.081.441.34
EV/EBITDA6.336.335.900.571.75
P/B1.171.171.130.180.14
Growth & Yield
Revenue Growth20.5%20.5%10.8%9.1%—
EPS Growth10.8%10.8%-77.0%28.0%—
Dividend Yield2.3%2.3%———

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

-5.6%

fácil

EPS terminal req.

$88.20

Spread vs growth

16.4%

5Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$106.72

Spread vs growth

10.4%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$171.88

Spread vs growth

5.7%

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 -4.5%

Total return

-4.5%

Start / end P/E

11.3x → 9.5x

EPS bridge

94.72 → 104.91

Residual

-1.7%

EPS growth+10.8%
Multiple rerating-15.8%
Dividend+2.3%
Residual / FX / buybacks / cross-term-1.7%

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.