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9982.T$2758.00+0.07%
Fair $2758.00+0.0%

9982.T

Takihyo Co., Ltd.

Consumer Cyclical / Apparel ManufacturingTokyo

$2758.00

+2.00 (+0.07%)

Fairly Valued+0.0%Fair Value $2758.00Fund rank 32/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9
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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

55/100

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: 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 5.0%, below the 5% threshold
Thesis & Journal · 9982.TLocal privado en este navegador · Takihyo 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

$23.3B

P/E

14.8x

↓

EV/EBITDA

9.8x

↑

ROE

5.0%

↓

Gross Margin

21.0%

↓

Debt/Equity

0.16

↓
52-Week Range$2758
$1506$3075

TradingView lightweight chart

9982.T price, volumen y niveles de valoración

Último $2,758Periodo +396.4%
Fair value: $2,758

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

+1.1%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.97B · net income $1.61B · FCF $2.16B

2023-FY → 2026-FY

Gross margin

21.0%+1.9% pts

Operating margin

3.0%+2.9% pts

Net margin

2.5%+3.0% pts

FCF margin

3.4%+6.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$63.97B$63.97B$60.63B$57.74B$61.81B
Net Income$1.61B$1.61B$1.11B$769.0M$-282.0M
EBITDA$2.45B$2.45B$1.77B$1.25B$228.0M
EPS185.88185.88122.7783.19-30.75
Gross Margin21.0%21.0%21.0%21.2%19.1%
Operating Margin3.0%3.0%2.2%1.2%0.2%
Net Margin2.5%2.5%1.8%1.3%-0.5%
Balance Sheet
Debt/Equity0.160.160.190.220.33
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$2.16B$2.16B$2.42B$2.60B$-1.70B
Returns
ROE5.0%5.0%3.7%2.5%-1.0%
Valuation
P/E14.8514.8511.5713.68—
EV/EBITDA9.809.808.0111.0464.84
P/B0.740.740.420.350.32
Growth & Yield
Revenue Growth5.5%5.5%5.0%-6.6%—
EPS Growth51.4%51.4%47.6%370.5%—
Dividend Yield1.8%1.8%———

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

9.6%

razonable

EPS terminal req.

$244.73

Spread vs growth

41.8%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$296.12

Spread vs growth

41.6%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$476.90

Spread vs growth

41.5%

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 +83.5%

Total return

+83.5%

Start / end P/E

12.4x → 14.8x

EPS bridge

122.77 → 185.88

Residual

+10.3%

EPS growth+51.4%
Multiple rerating+20.0%
Dividend+1.8%
Residual / FX / buybacks / cross-term+10.3%

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.