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2127.T$655.80+0.21%
Fair $655.80+0.0%

2127.T

Nihon M&A Center Holdings Inc.

Financial Services / Capital MarketsTokyo

$655.80

+1.40 (+0.21%)

Fairly Valued+0.0%Fair Value $655.80Fund rank 38/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 92.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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 · 2127.TLocal privado en este navegador · Nihon M&A Center 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

$208.1B

P/E

19.0x

↑

EV/EBITDA

10.2x

↓

ROE

23.2%

↑

Gross Margin

56.2%

↑

Debt/Equity

0.11

↓
52-Week Range$656
$608$813

TradingView lightweight chart

2127.T price, volumen y niveles de valoración

Último $655.80Periodo +148616.9%
Fair value: $655.80

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

+2.9%

FCF CAGR

+6.4%

FCF margin

29.6%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.08B · net income $10.96B · FCF $13.05B

2022-FY → 2025-FY

Gross margin

56.2%-3.5% pts

Operating margin

37.9%-2.7% pts

Net margin

24.9%-3.5% pts

FCF margin

29.6%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.08B$44.08B$44.14B$41.32B$40.40B
Net Income$10.96B$10.96B$10.73B$9.84B$11.44B
EBITDA$17.12B$17.12B$16.71B$15.70B$16.83B
EPS34.5434.5433.0429.7134.23
Gross Margin56.2%56.2%55.8%56.9%59.8%
Operating Margin37.9%37.9%36.4%37.0%40.7%
Net Margin24.9%24.9%24.3%23.8%28.3%
Balance Sheet
Debt/Equity0.110.110.14——
Current Ratio3.333.33———
Cash Flow
Free Cash Flow$13.05B$13.05B$10.40B$7.83B$10.85B
Returns
ROE23.2%23.2%24.4%18.1%22.5%
Valuation
P/E18.9818.9827.5930.1652.50
EV/EBITDA10.1810.1815.8516.0032.49
P/B4.414.416.745.4511.70
Growth & Yield
Revenue Growth-0.1%-0.1%6.8%2.3%—
EPS Growth4.5%4.5%11.2%-13.2%—
Dividend Yield3.8%3.8%———

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

19.0%

exigente

EPS terminal req.

$58.19

Spread vs growth

-14.5%

5Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$70.41

Spread vs growth

-10.8%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$113.40

Spread vs growth

-8.1%

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 +1.2%

Total return

+1.2%

Start / end P/E

20.4x → 19.0x

EPS bridge

33.04 → 34.54

Residual

-0.3%

EPS growth+4.5%
Multiple rerating-6.9%
Dividend+3.8%
Residual / FX / buybacks / cross-term-0.3%

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.