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9854.T$235.00-1.26%
Fair $235.00+0.0%

9854.T

Aigan Co.,Ltd.

Consumer Cyclical / Specialty RetailTokyo

$235.00

-3.00 (-1.26%)

Fairly Valued+0.0%Fair Value $235.00Fund rank 28/100 · Data gapFallback financials|
SA 29/D
F-Score: 4/9
Low 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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $-341.0M · quality 58.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 45/100Data 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

29/100

D

Piotroski

4/9

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. ROE is 0.0%, below the 5% threshold
Thesis & Journal · 9854.TLocal privado en este navegador · Aigan 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

$4.6B

P/E

29.3x

↑

EV/EBITDA

5.2x

↓

ROE

0.0%

↓

Gross Margin

67.9%

↑

Debt/Equity

N/A

•
52-Week Range$235
$148$298

TradingView lightweight chart

9854.T price, volumen y niveles de valoración

Último $235.00Periodo -69.1%
Fair value: $235.00

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

+2.5%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-126.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.86B · net income $3.0M · FCF $-379.0M

2022-FY → 2025-FY

Gross margin

67.9%-1.3% pts

Operating margin

-0.9%+3.4% pts

Net margin

0.0%+5.0% pts

FCF margin

-2.5%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.86B$14.86B$14.66B$14.20B$13.80B
Net Income$3.0M$3.0M$-181.0M$-803.0M$-690.0M
EBITDA$50.0M$50.0M$63.0M$-230.0M$-351.0M
EPS0.170.17-9.36-41.39-35.59
Gross Margin67.9%67.9%68.5%69.6%69.2%
Operating Margin-0.9%-0.9%-0.8%-3.3%-4.2%
Net Margin0.0%0.0%-1.2%-5.7%-5.0%
Balance Sheet
Debt/Equity——0.000.000.00
Current Ratio5.275.27———
Cash Flow
Free Cash Flow$-379.0M$-379.0M$-332.0M$-341.0M$-652.0M
Returns
ROE0.0%0.0%-1.5%-6.6%-5.3%
Valuation
P/E29.3429.34———
EV/EBITDA5.235.23-11.54——
P/B0.380.380.300.270.30
Growth & Yield
Revenue Growth1.4%1.4%3.2%2.9%—
EPS Growth101.8%101.8%77.4%-16.3%—

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

396.9%

muy exigente

EPS terminal req.

$20.85

Spread vs growth

-295.0%

5Y implied EPS CAGR

171.8%

muy exigente

EPS terminal req.

$25.23

Spread vs growth

-70.0%

10Y implied EPS CAGR

72.9%

muy exigente

EPS terminal req.

$40.64

Spread vs growth

28.9%

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 +52.6%

Total return

+52.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-9.36 → 0.17

Residual

+52.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+52.6%

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.