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2349.T$2393.00-5.52%
Fair $2393.00+0.0%

2349.T

Nippon Information Development Co., Ltd.

Technology / Information Technology ServicesTokyo

$2393.00

-137.00 (-5.52%)

Fairly Valued+0.0%Fair Value $2393.00Fund rank 34/100 · Data gapFallback financials|
SA 42/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 $2.0B · quality 67.3/100

Data gap 34/100
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

42/100

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 · 2349.TLocal privado en este navegador · Nippon Information Development 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

$26.1B

P/E

10.4x

↓

EV/EBITDA

2.8x

↓

ROE

11.0%

↑

Gross Margin

22.8%

↓

Debt/Equity

N/A

•
52-Week Range$2393
$2191$2548

TradingView lightweight chart

2349.T price, volumen y niveles de valoración

Último $2,343Periodo +852.0%
Fair value: $2,393

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

+11.0%

FCF CAGR

+17.2%

FCF margin

10.2%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.97B · net income $2.37B · FCF $2.55B

2022-FY → 2025-FY

Gross margin

22.8%-1.2% pts

Operating margin

12.3%+0.1% pts

Net margin

9.5%+0.5% pts

FCF margin

10.2%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.97B$24.97B$22.57B$20.45B$18.25B
Net Income$2.37B$2.37B$2.11B$2.21B$1.63B
EBITDA$3.50B$3.50B$3.28B$3.31B$2.54B
EPS216.66216.66191.83199.03145.66
Gross Margin22.8%22.8%23.3%23.5%24.0%
Operating Margin12.3%12.3%12.4%12.4%12.2%
Net Margin9.5%9.5%9.3%10.8%8.9%
Balance Sheet
Current Ratio6.616.61———
Cash Flow
Free Cash Flow$2.55B$2.55B$1.79B$2.05B$1.58B
Returns
ROE11.0%11.0%10.7%12.3%10.1%
Valuation
P/E10.4410.4410.638.5310.19
EV/EBITDA2.842.842.511.761.82
P/B1.211.211.141.051.02
Growth & Yield
Revenue Growth10.6%10.6%10.4%12.0%—
EPS Growth12.9%12.9%-3.6%36.6%—
Dividend Yield1.3%1.3%———

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

-0.7%

fácil

EPS terminal req.

$212.34

Spread vs growth

13.6%

5Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$256.93

Spread vs growth

9.5%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$413.79

Spread vs growth

6.3%

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 +0.2%

Total return

+0.2%

Start / end P/E

12.3x → 10.8x

EPS bridge

191.83 → 216.66

Residual

-1.6%

EPS growth+12.9%
Multiple rerating-12.4%
Dividend+1.3%
Residual / FX / buybacks / cross-term-1.6%

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.