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9856.T$1129.00-1.57%
Fair $1129.00+0.0%

9856.T

Ku Holdings Co.,Ltd.

Consumer Cyclical / Auto & Truck DealershipsTokyo

$1129.00

-18.00 (-1.57%)

Fairly Valued+0.0%Fair Value $1129.00Fund rank 29/100 · Data gapFallback financials|
SA 59/C
F-Score: 5/9
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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $4.7B · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

59/100

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 9856.TLocal privado en este navegador · Ku Holdings 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

$35.4B

P/E

6.7x

↓

EV/EBITDA

2.7x

↓

ROE

9.6%

↑

Gross Margin

16.9%

↓

Debt/Equity

0.14

↓
52-Week Range$1129
$1072$1347

TradingView lightweight chart

9856.T price, volumen y niveles de valoración

Último $1,129Periodo +536.1%
Fair value: $1,129

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

+6.9%

FCF CAGR

+61.4%

FCF margin

3.7%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $159.96B · net income $6.53B · FCF $5.87B

2022-FY → 2025-FY

Gross margin

16.9%-1.3% pts

Operating margin

5.7%-0.6% pts

Net margin

4.1%-0.3% pts

FCF margin

3.7%+2.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$159.96B$159.96B$154.56B$153.35B$131.12B
Net Income$6.53B$6.53B$6.17B$6.70B$5.74B
EBITDA$12.82B$12.82B$12.14B$11.92B$10.87B
EPS189.99189.99181.26198.50171.81
Gross Margin16.9%16.9%17.2%17.2%18.2%
Operating Margin5.7%5.7%5.9%6.3%6.3%
Net Margin4.1%4.1%4.0%4.4%4.4%
Balance Sheet
Debt/Equity0.140.140.170.180.20
Current Ratio2.762.76———
Cash Flow
Free Cash Flow$5.87B$5.87B$4.67B$-3.51B$1.40B
Returns
ROE9.6%9.6%9.8%11.4%10.7%
Valuation
P/E6.736.736.266.906.37
EV/EBITDA2.712.713.214.123.17
P/B0.570.570.610.790.68
Growth & Yield
Revenue Growth3.5%3.5%0.8%17.0%—
EPS Growth4.8%4.8%-8.7%15.5%—
Dividend Yield5.1%5.1%———

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

-19.2%

fácil

EPS terminal req.

$100.18

Spread vs growth

24.0%

5Y implied EPS CAGR

-8.6%

fácil

EPS terminal req.

$121.22

Spread vs growth

13.4%

10Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$195.22

Spread vs growth

4.5%

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 +8.7%

Total return

+8.7%

Start / end P/E

6.0x → 5.9x

EPS bridge

181.26 → 189.99

Residual

-0.1%

EPS growth+4.8%
Multiple rerating-1.1%
Dividend+5.1%
Residual / FX / buybacks / cross-term-0.1%

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.