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2170.T$564.00+1.81%
Fair $564.00+0.0%

2170.T

Link and Motivation Inc.

Industrials / Consulting ServicesTokyo

$564.00

+10.00 (+1.81%)

Fairly Valued+0.0%Fair Value $564.00Fund rank 36/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

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 $4.6B · quality 73.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

38/100

D

Piotroski

4/9

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 · 2170.TLocal privado en este navegador · Link and Motivation 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

$60.1B

P/E

37.7x

↑

EV/EBITDA

10.5x

↑

ROE

11.9%

↑

Gross Margin

54.4%

↑

Debt/Equity

1.14

↑
52-Week Range$564
$475$649

TradingView lightweight chart

2170.T price, volumen y niveles de valoración

Último $564.00Periodo +125.6%
Fair value: $564.00

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

+8.2%

FCF CAGR

+22.2%

FCF margin

11.1%

FCF / Net income

2.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.52B · net income $1.62B · FCF $4.59B

2022-FY → 2025-FY

Gross margin

54.4%+5.4% pts

Operating margin

10.1%-0.9% pts

Net margin

3.9%-2.4% pts

FCF margin

11.1%+3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$41.52B$41.52B$37.46B$33.97B$32.78B
Net Income$1.62B$1.62B$3.69B$2.84B$2.06B
EBITDA$6.19B$6.19B$7.22B$6.33B$5.38B
EPS14.9414.9434.3725.4818.43
Gross Margin54.4%54.4%53.1%52.1%49.0%
Operating Margin10.1%10.1%14.6%13.6%11.1%
Net Margin3.9%3.9%9.9%8.4%6.3%
Balance Sheet
Debt/Equity1.141.141.031.091.23
Current Ratio1.151.15———
Cash Flow
Free Cash Flow$4.59B$4.59B$4.83B$3.69B$2.52B
Returns
ROE11.9%11.9%32.7%28.0%22.7%
Valuation
P/E37.7037.7017.2521.9034.94
EV/EBITDA10.5410.549.2310.4114.29
P/B4.504.505.646.127.93
Growth & Yield
Revenue Growth10.8%10.8%10.3%3.6%—
EPS Growth-56.5%-56.5%34.9%38.3%—
Dividend Yield3.0%3.0%———

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

49.6%

muy exigente

EPS terminal req.

$50.05

Spread vs growth

-106.2%

5Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$60.56

Spread vs growth

-88.8%

10Y implied EPS CAGR

20.6%

exigente

EPS terminal req.

$97.52

Spread vs growth

-77.2%

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 +3.9%

Total return

+3.9%

Start / end P/E

16.3x → 37.8x

EPS bridge

34.37 → 14.94

Residual

-74.7%

EPS growth-56.5%
Multiple rerating+132.1%
Dividend+3.0%
Residual / FX / buybacks / cross-term-74.7%

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.