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2464.T$323.00+2.18%
Fair $323.00+0.0%

2464.T

Aoba-BBT, Inc.

Consumer Defensive / Education & Training ServicesTokyo

$323.00

+7.00 (+2.18%)

Fairly Valued+0.0%Fair Value $323.00Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 8/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $956.8M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

8/9

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 · 2464.TLocal privado en este navegador · Aoba-BBT, 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

$4.1B

P/E

14.9x

↑

EV/EBITDA

2.0x

↓

ROE

5.3%

↓

Gross Margin

39.6%

↑

Debt/Equity

0.02

↓
52-Week Range$323
$310$363

TradingView lightweight chart

2464.T price, volumen y niveles de valoración

Último $328.00Periodo -82.0%
Fair value: $323.00

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

+4.5%

FCF CAGR

—

FCF margin

12.9%

FCF / Net income

4.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.70B · net income $242.7M · FCF $993.7M

2022-FY → 2025-FY

Gross margin

39.6%-5.6% pts

Operating margin

5.7%-1.2% pts

Net margin

3.2%-0.1% pts

FCF margin

12.9%+13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.70B$7.70B$7.47B$7.26B$6.76B
Net Income$242.7M$242.7M$242.7M$724.0M$221.7M
EBITDA$813.5M$813.5M$764.2M$1.51B$846.5M
EPS18.4218.4217.5251.3815.77
Gross Margin39.6%39.6%39.5%41.2%45.2%
Operating Margin5.7%5.7%5.1%4.5%7.0%
Net Margin3.2%3.2%3.2%10.0%3.3%
Balance Sheet
Debt/Equity0.020.020.030.040.43
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$993.7M$993.7M$-585.8M$956.8M$-64.7M
Returns
ROE5.3%5.3%5.1%14.5%5.0%
Valuation
P/E14.9014.9022.038.5426.19
EV/EBITDA1.971.974.182.107.17
P/B0.930.931.131.241.32
Growth & Yield
Revenue Growth3.0%3.0%3.0%7.4%—
EPS Growth5.1%5.1%-65.9%225.8%—
Dividend Yield3.4%3.4%———

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

15.9%

exigente

EPS terminal req.

$28.66

Spread vs growth

-10.7%

5Y implied EPS CAGR

13.5%

razonable

EPS terminal req.

$34.68

Spread vs growth

-8.4%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$55.85

Spread vs growth

-6.6%

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 +2.1%

Total return

+2.1%

Start / end P/E

18.9x → 17.8x

EPS bridge

17.52 → 18.42

Residual

-0.3%

EPS growth+5.1%
Multiple rerating-6.0%
Dividend+3.4%
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.