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9990.T$708.00-0.56%
Fair $708.00+0.0%

9990.T

Sac's Bar Holdings Inc.

Consumer Cyclical / Luxury GoodsTokyo

$708.00

-4.00 (-0.56%)

Fairly Valued+0.0%Fair Value $708.00Fund rank 36/100 · Data gapFallback financials|
SA 48/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.9B · quality 72.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

48/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9990.TLocal privado en este navegador · Sac's Bar Holdings Inc.
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

$20.6B

P/E

10.8x

↓

EV/EBITDA

3.5x

↓

ROE

8.6%

↑

Gross Margin

49.7%

↑

Debt/Equity

0.05

↓
52-Week Range$708
$705$852

TradingView lightweight chart

9990.T price, volumen y niveles de valoración

Último $708.00Periodo +35.3%
Fair value: $708.00

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

+12.4%

FCF CAGR

+127.6%

FCF margin

5.2%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.29B · net income $2.55B · FCF $2.70B

2022-FY → 2025-FY

Gross margin

49.7%+1.5% pts

Operating margin

7.7%+10.2% pts

Net margin

4.9%+7.3% pts

FCF margin

5.2%+4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$52.29B$52.29B$52.09B$47.24B$36.80B
Net Income$2.55B$2.55B$2.49B$1.29B$-888.1M
EBITDA$4.63B$4.63B$4.28B$3.04B$-530.3M
EPS87.5987.5985.5944.44-30.56
Gross Margin49.7%49.7%49.6%49.2%48.2%
Operating Margin7.7%7.7%7.2%5.3%-2.5%
Net Margin4.9%4.9%4.8%2.7%-2.4%
Balance Sheet
Debt/Equity0.050.050.050.130.22
Current Ratio3.273.27———
Cash Flow
Free Cash Flow$2.70B$2.70B$4.45B$2.95B$229.1M
Returns
ROE8.6%8.6%8.9%5.0%-3.5%
Valuation
P/E10.7810.7810.3518.05—
EV/EBITDA3.503.505.377.95—
P/B0.700.700.930.900.57
Growth & Yield
Revenue Growth0.4%0.4%10.3%28.4%—
EPS Growth2.3%2.3%92.6%245.4%—
Dividend Yield4.9%4.9%———

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

-10.5%

fácil

EPS terminal req.

$62.82

Spread vs growth

12.8%

5Y implied EPS CAGR

-2.8%

fácil

EPS terminal req.

$76.02

Spread vs growth

5.1%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$122.42

Spread vs growth

-1.1%

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 -10.3%

Total return

-10.3%

Start / end P/E

9.8x → 8.1x

EPS bridge

85.59 → 87.59

Residual

-0.4%

EPS growth+2.3%
Multiple rerating-17.1%
Dividend+4.9%
Residual / FX / buybacks / cross-term-0.4%

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.