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v0.1
2317.T$417.00-0.24%
Fair $417.00+0.0%

2317.T

Systena Corporation

Technology / Information Technology ServicesTokyo

$417.00

-1.00 (-0.24%)

Fairly Valued+0.0%Fair Value $417.00Fund rank 38/100 · Data gapFallback financials|
SA 57/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.7B · quality 81.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

57/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2317.TLocal privado en este navegador · Systena 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

$149.1B

P/E

4.6x

↓

EV/EBITDA

10.7x

↓

ROE

26.1%

↑

Gross Margin

25.1%

↓

Debt/Equity

0.05

↓
52-Week Range$417
$375$555

TradingView lightweight chart

2317.T price, volumen y niveles de valoración

Último $417.00Periodo +529.4%
Fair value: $417.00

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

+8.6%

FCF CAGR

+15.1%

FCF margin

9.2%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $83.62B · net income $8.48B · FCF $7.66B

2022-FY → 2025-FY

Gross margin

25.1%+0.4% pts

Operating margin

14.4%+0.4% pts

Net margin

10.1%+1.0% pts

FCF margin

9.2%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$83.62B$83.62B$76.94B$74.53B$65.27B
Net Income$8.48B$8.48B$7.23B$7.32B$5.99B
EBITDA$12.32B$12.32B$10.53B$10.44B$9.01B
EPS23.1723.1718.6718.8915.47
Gross Margin25.1%25.1%23.5%24.7%24.7%
Operating Margin14.4%14.4%12.6%13.2%14.0%
Net Margin10.1%10.1%9.4%9.8%9.2%
Balance Sheet
Debt/Equity0.050.050.040.050.05
Current Ratio2.632.63———
Cash Flow
Free Cash Flow$7.66B$7.66B$8.70B$6.49B$5.03B
Returns
ROE26.1%26.1%19.0%21.4%20.1%
Valuation
P/E4.594.5913.9314.6627.54
EV/EBITDA10.7410.746.858.0316.08
P/B4.704.702.643.145.54
Growth & Yield
Revenue Growth8.7%8.7%3.2%14.2%—
EPS Growth24.1%24.1%-1.2%22.1%—
Dividend Yield4.3%4.3%———

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

16.9%

exigente

EPS terminal req.

$37.00

Spread vs growth

7.2%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$44.77

Spread vs growth

10.0%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$72.11

Spread vs growth

12.1%

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 +13.8%

Total return

+13.8%

Start / end P/E

20.4x → 18.0x

EPS bridge

18.67 → 23.17

Residual

-2.8%

EPS growth+24.1%
Multiple rerating-11.8%
Dividend+4.3%
Residual / FX / buybacks / cross-term-2.8%

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.