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9994.T$2091.00-1.37%
Fair $2091.00+0.0%

9994.T

Yamaya Corporation

Consumer Defensive / Beverages - BrewersTokyo

$2091.00

-29.00 (-1.37%)

Fairly Valued+0.0%Fair Value $2091.00Fund rank 34/100 · Data gapFallback financials|
SA 46/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.6B · quality 69.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 59/100Data 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

46/100

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 · 9994.TLocal privado en este navegador · Yamaya Corporation
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

$22.7B

P/E

10.9x

↓

EV/EBITDA

2.6x

↓

ROE

10.3%

↑

Gross Margin

29.2%

↑

Debt/Equity

0.19

↓
52-Week Range$2091
$2046$2845

TradingView lightweight chart

9994.T price, volumen y niveles de valoración

Último $2,091Periodo +340.6%
Fair value: $2,091

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

+3.7%

FCF CAGR

-30.3%

FCF margin

0.6%

FCF / Net income

0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $160.16B · net income $3.64B · FCF $985.0M

2022-FY → 2025-FY

Gross margin

29.2%+4.8% pts

Operating margin

3.4%+2.9% pts

Net margin

2.3%-0.8% pts

FCF margin

0.6%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$160.16B$160.16B$160.34B$152.76B$143.42B
Net Income$3.64B$3.64B$3.62B$1.93B$4.40B
EBITDA$6.57B$6.57B$6.63B$3.82B$8.32B
EPS336.16336.16333.64178.03405.96
Gross Margin29.2%29.2%28.9%27.1%24.4%
Operating Margin3.4%3.4%3.9%1.9%0.4%
Net Margin2.3%2.3%2.3%1.3%3.1%
Balance Sheet
Debt/Equity0.190.190.250.350.49
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$985.0M$985.0M$4.36B$1.60B$2.91B
Returns
ROE10.3%10.3%11.2%6.7%16.0%
Valuation
P/E10.9110.919.3114.406.01
EV/EBITDA2.572.574.256.853.14
P/B0.640.641.050.960.96
Growth & Yield
Revenue Growth-0.1%-0.1%5.0%6.5%—
EPS Growth0.8%0.8%87.4%-56.1%—
Dividend Yield3.4%3.4%———

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

-18.0%

fácil

EPS terminal req.

$185.54

Spread vs growth

18.7%

5Y implied EPS CAGR

-7.8%

fácil

EPS terminal req.

$224.51

Spread vs growth

8.5%

10Y implied EPS CAGR

0.7%

fácil

EPS terminal req.

$361.57

Spread vs growth

0.0%

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 -10.0%

Total return

-10.0%

Start / end P/E

7.2x → 6.2x

EPS bridge

333.64 → 336.16

Residual

-0.1%

EPS growth+0.8%
Multiple rerating-14.0%
Dividend+3.4%
Residual / FX / buybacks / cross-term-0.1%

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.