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9835.T$503.00-0.59%
Fair $503.00+0.0%

9835.T

Juntendo Co.,Ltd.

Consumer Cyclical / Home Improvement RetailTokyo

$503.00

-3.00 (-0.59%)

Fairly Valued+0.0%Fair Value $503.00Fund rank 20/100 · Data gapFallback financials|
SA 18/F
F-Score: 3/9
Declining RevenueLow Profitability

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-797.5M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

18/100

F

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 3 consecutive years ROE is -2.9%, below the 5% threshold
Thesis & Journal · 9835.TLocal privado en este navegador · Juntendo 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

$4.1B

P/E

N/A

•

EV/EBITDA

18.9x

↑

ROE

-2.9%

↓

Gross Margin

31.7%

↑

Debt/Equity

1.36

↑
52-Week Range$503
$481$528

TradingView lightweight chart

9835.T price, volumen y niveles de valoración

Último $503.00Periodo -6.4%
Fair value: $503.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-1.4%

FCF CAGR

—

FCF margin

-2.0%

FCF / Net income

2.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.04B · net income $-361.3M · FCF $-880.7M

2023-FY → 2026-FY

Gross margin

31.7%+0.3% pts

Operating margin

0.6%-1.5% pts

Net margin

-0.8%-1.7% pts

FCF margin

-2.0%+2.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$43.04B$43.04B$44.38B$44.65B$44.96B
Net Income$-361.3M$-361.3M$152.6M$188.9M$382.6M
EBITDA$1.02B$1.02B$1.51B$1.67B$1.94B
EPS———23.2947.16
Gross Margin31.7%31.7%31.1%30.8%31.4%
Operating Margin0.6%0.6%1.1%0.7%2.0%
Net Margin-0.8%-0.8%0.3%0.4%0.9%
Balance Sheet
Debt/Equity1.361.361.081.071.01
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$-880.7M$-880.7M$523.0M$-797.5M$-2.05B
Returns
ROE-2.9%-2.9%1.2%1.5%3.0%
Valuation
P/E———24.4712.19
EV/EBITDA18.9118.9111.1410.218.33
P/B0.320.320.330.360.37
Growth & Yield
Revenue Growth-3.0%-3.0%-0.6%-0.7%—
EPS Growth———-50.6%—
Dividend Yield2.0%2.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +3.4%

Total return

+3.4%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+1.4%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term+1.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.