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v0.1
2175.T$2082.00+2.97%
Fair $2082.00+0.0%

2175.T

SMS Co., Ltd.

Healthcare / Health Information ServicesTokyo

$2082.00

+60.00 (+2.97%)

Fairly Valued+0.0%Fair Value $2082.00Fund rank 35/100 · Data gapFallback financials|
SA 60/B
F-Score: 4/9
Margin Compression

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 $5.6B · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

60/100

B

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 2175.TLocal privado en este navegador · SMS 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

$170.9B

P/E

29.3x

↑

EV/EBITDA

14.0x

↑

ROE

12.8%

↑

Gross Margin

88.4%

↑

Debt/Equity

0.17

↓
52-Week Range$2082
$1262$2099

TradingView lightweight chart

2175.T price, volumen y niveles de valoración

Último $2,082Periodo +2125.7%
Fair value: $2,082

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

+16.1%

FCF CAGR

-39.4%

FCF margin

2.8%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.95B · net income $6.05B · FCF $1.74B

2022-FY → 2025-FY

Gross margin

88.4%-0.2% pts

Operating margin

10.4%-5.8% pts

Net margin

9.9%-4.0% pts

FCF margin

2.8%-17.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.95B$60.95B$53.97B$45.67B$38.90B
Net Income$6.05B$6.05B$7.23B$6.41B$5.41B
EBITDA$12.14B$12.14B$13.26B$11.76B$10.27B
EPS70.9570.9582.7573.1361.77
Gross Margin88.4%88.4%88.1%87.8%88.5%
Operating Margin10.4%10.4%15.3%15.9%16.2%
Net Margin9.9%9.9%13.4%14.0%13.9%
Balance Sheet
Debt/Equity0.170.170.150.220.35
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$1.74B$1.74B$6.06B$5.59B$7.81B
Returns
ROE12.8%12.8%16.3%16.7%18.0%
Valuation
P/E29.3429.3429.6142.2556.10
EV/EBITDA13.9613.9615.2422.2829.13
P/B3.753.754.837.0510.12
Growth & Yield
Revenue Growth12.9%12.9%18.2%17.4%—
EPS Growth-14.3%-14.3%13.2%18.4%—
Dividend Yield1.5%1.5%———

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

37.6%

muy exigente

EPS terminal req.

$184.74

Spread vs growth

-51.8%

5Y implied EPS CAGR

25.8%

muy exigente

EPS terminal req.

$223.54

Spread vs growth

-40.1%

10Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$360.01

Spread vs growth

-31.9%

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 +50.0%

Total return

+50.0%

Start / end P/E

16.9x → 29.3x

EPS bridge

82.75 → 70.95

Residual

-10.4%

EPS growth-14.3%
Multiple rerating+73.2%
Dividend+1.5%
Residual / FX / buybacks / cross-term-10.4%

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.