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v0.1
2477.T$2126.00+0.00%
Fair $2126.00+0.0%

2477.T

Temairazu, Inc.

Communication Services / Internet Content & InformationTokyo

$2126.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2126.00Fund rank 35/100 · Data gapFallback financials|
SA 42/C
F-Score: 5/9

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 $964.8M · quality 68.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 93/100Data 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

5/9

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 · 2477.TLocal privado en este navegador · Temairazu, 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

$12.6B

P/E

12.2x

↓

EV/EBITDA

4.4x

↓

ROE

15.8%

↑

Gross Margin

88.8%

↑

Debt/Equity

N/A

•
52-Week Range$2126
$2103$3495

TradingView lightweight chart

2477.T price, volumen y niveles de valoración

Último $2,126Periodo -77.1%
Fair value: $2,126

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

+10.2%

FCF CAGR

+13.1%

FCF margin

48.3%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.19B · net income $1.07B · FCF $1.06B

2022-FY → 2025-FY

Gross margin

88.8%-3.2% pts

Operating margin

73.6%+2.0% pts

Net margin

48.8%+0.9% pts

FCF margin

48.3%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.19B$2.19B$2.02B$1.81B$1.63B
Net Income$1.07B$1.07B$976.5M$873.8M$782.6M
EBITDA$1.61B$1.61B$1.48B$1.33B$1.17B
EPS165.73165.73150.69134.86120.78
Gross Margin88.8%88.8%89.9%92.0%92.0%
Operating Margin73.6%73.6%73.0%73.6%71.6%
Net Margin48.8%48.8%48.2%48.3%48.0%
Balance Sheet
Current Ratio29.6429.64———
Cash Flow
Free Cash Flow$1.06B$1.06B$949.5M$964.8M$730.6M
Returns
ROE15.8%15.8%14.9%15.1%15.4%
Valuation
P/E12.1712.1722.4328.1042.64
EV/EBITDA4.414.4110.3714.0524.22
P/B2.022.023.344.256.56
Growth & Yield
Revenue Growth8.0%8.0%11.9%10.9%—
EPS Growth10.0%10.0%11.7%11.7%—
Dividend Yield1.9%1.9%———

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

4.4%

fácil

EPS terminal req.

$188.65

Spread vs growth

5.6%

5Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$228.26

Spread vs growth

3.4%

10Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$367.62

Spread vs growth

1.7%

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 -34.5%

Total return

-34.5%

Start / end P/E

22.2x → 12.8x

EPS bridge

150.69 → 165.73

Residual

-4.2%

EPS growth+10.0%
Multiple rerating-42.1%
Dividend+1.9%
Residual / FX / buybacks / cross-term-4.2%

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.