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9861.T$3094.00-2.18%
Fair $3094.00+0.0%

9861.T

Yoshinoya Holdings Co., Ltd.

Consumer Cyclical / RestaurantsTokyo

$3094.00

-69.00 (-2.18%)

Fairly Valued+0.0%Fair Value $3094.00Fund rank 28/100 · Data gapFallback financials|
SA 44/C
F-Score: 7/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $4.1B · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

44/100

C

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9861.TLocal privado en este navegador · Yoshinoya 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

$200.3B

P/E

42.9x

↑

EV/EBITDA

12.9x

↑

ROE

6.9%

↑

Gross Margin

62.0%

↑

Debt/Equity

0.42

↓
52-Week Range$3094
$2963$3496

TradingView lightweight chart

9861.T price, volumen y niveles de valoración

Último $3,094Periodo +52.4%
Fair value: $3,094

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

+10.3%

FCF CAGR

+64.3%

FCF margin

1.8%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $225.67B · net income $4.67B · FCF $4.10B

2023-FY → 2026-FY

Gross margin

62.0%-2.4% pts

Operating margin

3.6%+1.5% pts

Net margin

2.1%-2.2% pts

FCF margin

1.8%+1.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$225.67B$225.67B$204.98B$187.47B$168.10B
Net Income$4.67B$4.67B$3.80B$5.60B$7.23B
EBITDA$16.13B$16.13B$13.64B$14.97B$15.72B
EPS72.0872.0858.78852.07111.86
Gross Margin62.0%62.0%64.0%64.6%64.4%
Operating Margin3.6%3.6%3.6%4.3%2.0%
Net Margin2.1%2.1%1.9%3.0%4.3%
Balance Sheet
Debt/Equity0.420.420.440.470.61
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$4.10B$4.10B$-343.0M$10.37B$923.0M
Returns
ROE6.9%6.9%5.9%9.3%13.1%
Valuation
P/E42.9042.9050.583.8121.20
EV/EBITDA12.8612.8614.6714.1210.35
P/B2.952.953.003.482.78
Growth & Yield
Revenue Growth10.1%10.1%9.3%11.5%—
EPS Growth22.6%22.6%-93.1%661.7%—
Dividend Yield0.7%0.7%———

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

56.2%

muy exigente

EPS terminal req.

$274.54

Spread vs growth

-33.5%

5Y implied EPS CAGR

35.7%

muy exigente

EPS terminal req.

$332.19

Spread vs growth

-13.1%

10Y implied EPS CAGR

22.2%

exigente

EPS terminal req.

$535.00

Spread vs growth

0.4%

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 -1.8%

Total return

-1.8%

Start / end P/E

54.0x → 42.9x

EPS bridge

58.78 → 72.08

Residual

-4.6%

EPS growth+22.6%
Multiple rerating-20.5%
Dividend+0.7%
Residual / FX / buybacks / cross-term-4.6%

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.