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2483.T$2100.00-0.94%
Fair $2100.00+0.0%

2483.T

Honyaku Center Inc.

Industrials / Specialty Business ServicesTokyo

$2100.00

-20.00 (-0.94%)

Fairly Valued+0.0%Fair Value $2100.00Fund rank 32/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $484.1M · quality 60.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

47/100

C

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: 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 · 2483.TLocal privado en este navegador · Honyaku Center 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

$7.0B

P/E

15.2x

↓

EV/EBITDA

2.4x

↓

ROE

10.7%

↑

Gross Margin

47.4%

↑

Debt/Equity

N/A

•
52-Week Range$2100
$1701$2208

TradingView lightweight chart

2483.T price, volumen y niveles de valoración

Último $2,100Periodo -74.0%
Fair value: $2,100

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

+2.7%

FCF CAGR

-15.7%

FCF margin

4.3%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.21B · net income $723.7M · FCF $484.1M

2022-FY → 2025-FY

Gross margin

47.4%-0.1% pts

Operating margin

7.9%+0.1% pts

Net margin

6.5%+0.9% pts

FCF margin

4.3%-3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.21B$11.21B$11.30B$10.95B$10.34B
Net Income$723.7M$723.7M$711.2M$686.7M$573.2M
EBITDA$931.8M$931.8M$940.3M$962.0M$849.6M
EPS216.18216.18212.88205.94172.14
Gross Margin47.4%47.4%47.0%46.5%47.5%
Operating Margin7.9%7.9%8.0%8.5%7.8%
Net Margin6.5%6.5%6.3%6.3%5.5%
Balance Sheet
Current Ratio4.834.83———
Cash Flow
Free Cash Flow$484.1M$484.1M$749.0M$362.6M$808.6M
Returns
ROE10.7%10.7%11.4%12.1%11.3%
Valuation
P/E15.2415.249.247.808.34
EV/EBITDA2.372.372.001.271.04
P/B1.041.041.050.940.94
Growth & Yield
Revenue Growth-0.8%-0.8%3.3%5.9%—
EPS Growth1.6%1.6%3.4%19.6%—
Dividend Yield6.6%6.6%———

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

-4.8%

fácil

EPS terminal req.

$186.34

Spread vs growth

6.4%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$225.47

Spread vs growth

0.7%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$363.12

Spread vs growth

-3.8%

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 +24.9%

Total return

+24.9%

Start / end P/E

8.3x → 9.7x

EPS bridge

212.88 → 216.18

Residual

+0.3%

EPS growth+1.6%
Multiple rerating+16.5%
Dividend+6.6%
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.