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9842.T$1829.00-1.61%
Fair $1829.00+0.0%

9842.T

Arclands Corporation

Consumer Cyclical / Specialty RetailTokyo

$1829.00

-30.00 (-1.61%)

Fairly Valued+0.0%Fair Value $1829.00Fund rank 25/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9
Margin Compression

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 22%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 36.7/100

Data gap 25/100
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

38/100

D

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 9842.TLocal privado en este navegador · Arclands 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

$114.9B

P/E

14.1x

↓

EV/EBITDA

7.3x

↓

ROE

6.3%

↑

Gross Margin

40.9%

↑

Debt/Equity

0.92

↑
52-Week Range$1829
$1671$2047

TradingView lightweight chart

9842.T price, volumen y niveles de valoración

Último $1,829Periodo +307.3%
Fair value: $1,829

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

+3.0%

FCF CAGR

+1.4%

FCF margin

0.4%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $357.17B · net income $8.09B · FCF $1.39B

2023-FY → 2026-FY

Gross margin

40.9%+0.7% pts

Operating margin

4.0%-1.8% pts

Net margin

2.3%-0.7% pts

FCF margin

0.4%-0.0% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$357.17B$357.17B$330.96B$324.92B$327.20B
Net Income$8.09B$8.09B$10.13B$9.13B$9.66B
EBITDA$28.99B$28.99B$29.90B$29.00B$30.50B
EPS129.39129.39162.55177.18238.26
Gross Margin40.9%40.9%40.4%39.9%40.2%
Operating Margin4.0%4.0%4.9%5.0%5.8%
Net Margin2.3%2.3%3.1%2.8%3.0%
Balance Sheet
Debt/Equity0.920.921.011.331.54
Current Ratio0.800.80———
Cash Flow
Free Cash Flow$1.39B$1.39B$13.49B$849.0M$1.34B
Returns
ROE6.3%6.3%8.4%7.8%9.2%
Valuation
P/E14.1414.1410.459.566.12
EV/EBITDA7.277.277.007.706.46
P/B0.900.900.880.750.56
Growth & Yield
Revenue Growth7.9%7.9%1.9%-0.7%—
EPS Growth-20.4%-20.4%-8.3%-25.6%—
Dividend Yield2.1%2.1%———

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

7.8%

razonable

EPS terminal req.

$162.29

Spread vs growth

-28.2%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$196.37

Spread vs growth

-29.1%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$316.26

Spread vs growth

-29.7%

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 +10.2%

Total return

+10.2%

Start / end P/E

10.4x → 14.1x

EPS bridge

162.55 → 129.39

Residual

-7.3%

EPS growth-20.4%
Multiple rerating+35.7%
Dividend+2.1%
Residual / FX / buybacks / cross-term-7.3%

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.