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9936.T$2682.00-0.59%
Fair $2682.00+0.0%

9936.T

Ohsho Food Service Corp.

Consumer Cyclical / RestaurantsTokyo

$2682.00

-16.00 (-0.59%)

Fairly Valued+0.0%Fair Value $2682.00Fund rank 36/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.0B · quality 74.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

43/100

C

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: 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 · 9936.TLocal privado en este navegador · Ohsho Food Service Corp.
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

$140.9B

P/E

19.0x

↑

EV/EBITDA

8.3x

↓

ROE

10.9%

↑

Gross Margin

68.1%

↑

Debt/Equity

0.07

↓
52-Week Range$2682
$2656$3975

TradingView lightweight chart

9936.T price, volumen y niveles de valoración

Último $2,682Periodo +500.4%
Fair value: $2,682

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

+9.4%

FCF CAGR

-13.9%

FCF margin

6.3%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $111.03B · net income $8.07B · FCF $7.04B

2022-FY → 2025-FY

Gross margin

68.1%-0.5% pts

Operating margin

9.8%+1.6% pts

Net margin

7.3%-3.1% pts

FCF margin

6.3%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$111.03B$111.03B$101.40B$93.02B$84.78B
Net Income$8.07B$8.07B$7.91B$6.21B$8.81B
EBITDA$14.30B$14.30B$13.58B$11.46B$15.63B
EPS142.88142.88140.15110.17156.34
Gross Margin68.1%68.1%68.6%68.4%68.6%
Operating Margin9.8%9.8%10.2%8.6%8.2%
Net Margin7.3%7.3%7.8%6.7%10.4%
Balance Sheet
Debt/Equity0.070.070.100.140.27
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$7.04B$7.04B$8.73B$4.12B$11.04B
Returns
ROE10.9%10.9%11.5%9.9%14.9%
Valuation
P/E19.0519.0518.3118.1812.92
EV/EBITDA8.288.288.517.855.91
P/B2.042.042.111.801.93
Growth & Yield
Revenue Growth9.5%9.5%9.0%9.7%—
EPS Growth1.9%1.9%27.2%-29.5%—
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

18.5%

exigente

EPS terminal req.

$237.98

Spread vs growth

-16.6%

5Y implied EPS CAGR

15.0%

exigente

EPS terminal req.

$287.96

Spread vs growth

-13.1%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$463.76

Spread vs growth

-10.5%

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 -21.2%

Total return

-21.2%

Start / end P/E

24.9x → 18.8x

EPS bridge

140.15 → 142.88

Residual

-0.5%

EPS growth+1.9%
Multiple rerating-24.7%
Dividend+2.1%
Residual / FX / buybacks / cross-term-0.5%

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.