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9882.T$1634.00+0.80%
Fair $1634.00+0.0%

9882.T

Yellow Hat Ltd.

Consumer Cyclical / Auto & Truck DealershipsTokyo

$1634.00

+13.00 (+0.80%)

Fairly Valued+0.0%Fair Value $1634.00Fund rank 26/100 · Data gapFallback financials|
SA 56/C
F-Score: 5/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-121.0M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

56/100

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: 0unknown: 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.
Thesis & Journal · 9882.TLocal privado en este navegador · Yellow Hat 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

$139.8B

P/E

11.9x

↓

EV/EBITDA

7.8x

↓

ROE

9.3%

↑

Gross Margin

43.7%

↑

Debt/Equity

0.29

↓
52-Week Range$1634
$1437$1759

TradingView lightweight chart

9882.T price, volumen y niveles de valoración

Último $1,634Periodo +783.2%
Fair value: $1,634

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

+1.3%

FCF CAGR

+82.8%

FCF margin

2.6%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $154.07B · net income $11.26B · FCF $3.99B

2022-FY → 2025-FY

Gross margin

43.7%+2.4% pts

Operating margin

10.0%+0.5% pts

Net margin

7.3%+0.8% pts

FCF margin

2.6%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$154.07B$154.07B$146.64B$147.16B$148.04B
Net Income$11.26B$11.26B$10.26B$10.66B$9.66B
EBITDA$19.56B$19.56B$17.84B$17.91B$16.40B
EPS123.11123.11110.59115.02104.22
Gross Margin43.7%43.7%42.8%42.8%41.3%
Operating Margin10.0%10.0%9.9%10.4%9.5%
Net Margin7.3%7.3%7.0%7.2%6.5%
Balance Sheet
Debt/Equity0.290.290.000.000.00
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$3.99B$3.99B$-218.0M$-121.0M$654.0M
Returns
ROE9.3%9.3%8.8%10.0%9.8%
Valuation
P/E11.9011.908.897.737.79
EV/EBITDA7.847.844.844.153.93
P/B1.241.240.780.770.77
Growth & Yield
Revenue Growth5.1%5.1%-0.4%-0.6%—
EPS Growth11.3%11.3%-3.8%10.4%—
Dividend Yield4.2%4.2%———

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

5.6%

razonable

EPS terminal req.

$144.99

Spread vs growth

5.7%

5Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$175.44

Spread vs growth

4.0%

10Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$282.55

Spread vs growth

2.7%

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 +9.7%

Total return

+9.7%

Start / end P/E

14.0x → 13.3x

EPS bridge

110.59 → 123.11

Residual

-0.6%

EPS growth+11.3%
Multiple rerating-5.2%
Dividend+4.2%
Residual / FX / buybacks / cross-term-0.6%

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.