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9828.T$2735.00-0.69%
Fair $2735.00+0.0%

9828.T

Genki Global Dining Concepts Corporation

Consumer Cyclical / RestaurantsTokyo

$2735.00

-19.00 (-0.69%)

Fairly Valued+0.0%Fair Value $2735.00Fund rank 37/100 · Data gapFallback financials|
SA 49/C
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

49/100

C

Piotroski

8/9

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 · 9828.TLocal privado en este navegador · Genki Global Dining Concepts 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

$48.3B

P/E

13.8x

↓

EV/EBITDA

5.2x

↓

ROE

29.1%

↑

Gross Margin

59.6%

↑

Debt/Equity

0.48

↑
52-Week Range$2735
$2571$4285

TradingView lightweight chart

9828.T price, volumen y niveles de valoración

Último $2,735Periodo +398.2%
Fair value: $2,735

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

+14.8%

FCF CAGR

+23.3%

FCF margin

7.2%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $67.47B · net income $4.96B · FCF $4.86B

2022-FY → 2025-FY

Gross margin

59.6%+2.1% pts

Operating margin

10.1%+9.5% pts

Net margin

7.4%+4.4% pts

FCF margin

7.2%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$67.47B$67.47B$61.84B$54.61B$44.61B
Net Income$4.96B$4.96B$3.26B$1.01B$1.30B
EBITDA$8.63B$8.63B$6.87B$3.66B$3.70B
EPS280.95280.95184.7657.3973.75
Gross Margin59.6%59.6%58.9%56.9%57.5%
Operating Margin10.1%10.1%8.0%3.2%0.6%
Net Margin7.4%7.4%5.3%1.9%2.9%
Balance Sheet
Debt/Equity0.480.480.751.201.20
Current Ratio1.241.24———
Cash Flow
Free Cash Flow$4.86B$4.86B$5.09B$2.67B$2.59B
Returns
ROE29.1%29.1%24.1%9.8%14.0%
Valuation
P/E13.8313.8316.6726.0716.80
EV/EBITDA5.165.167.868.497.04
P/B2.832.834.022.562.35
Growth & Yield
Revenue Growth9.1%9.1%13.2%22.4%—
EPS Growth52.1%52.1%221.9%-22.2%—
Dividend Yield2.5%2.5%———

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

-4.8%

fácil

EPS terminal req.

$242.69

Spread vs growth

56.8%

5Y implied EPS CAGR

0.9%

fácil

EPS terminal req.

$293.65

Spread vs growth

51.2%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$472.93

Spread vs growth

46.7%

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 -29.7%

Total return

-29.7%

Start / end P/E

21.8x → 9.7x

EPS bridge

184.76 → 280.95

Residual

-28.9%

EPS growth+52.1%
Multiple rerating-55.4%
Dividend+2.5%
Residual / FX / buybacks / cross-term-28.9%

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.