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2488.T$1392.00-0.57%
Fair $1392.00+0.0%

2488.T

JTP Co.,Ltd.

Technology / Information Technology ServicesTokyo

$1392.00

-8.00 (-0.57%)

Fairly Valued+0.0%Fair Value $1392.00Fund rank 35/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 $458.2M · quality 69.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 86/100Data 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

64/100

B

Piotroski

7/9

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 · 2488.TLocal privado en este navegador · JTP 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

$7.7B

P/E

11.6x

↓

EV/EBITDA

5.1x

↓

ROE

15.4%

↑

Gross Margin

20.3%

↓

Debt/Equity

N/A

•
52-Week Range$1392
$1117$1679

TradingView lightweight chart

2488.T price, volumen y niveles de valoración

Último $1,392Periodo +14.7%
Fair value: $1,392

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

+9.4%

FCF CAGR

+14.2%

FCF margin

7.6%

FCF / Net income

1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.21B · net income $562.7M · FCF $697.7M

2022-FY → 2025-FY

Gross margin

20.3%+2.9% pts

Operating margin

8.9%+2.7% pts

Net margin

6.1%+2.5% pts

FCF margin

7.6%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.21B$9.21B$8.12B$7.38B$7.04B
Net Income$562.7M$562.7M$482.8M$305.7M$253.2M
EBITDA$895.8M$895.8M$677.1M$489.2M$468.6M
EPS99.2899.2885.6654.5845.35
Gross Margin20.3%20.3%18.9%18.1%17.3%
Operating Margin8.9%8.9%7.8%6.2%6.2%
Net Margin6.1%6.1%5.9%4.1%3.6%
Balance Sheet
Current Ratio3.503.50———
Cash Flow
Free Cash Flow$697.7M$697.7M$439.0M$458.2M$468.4M
Returns
ROE15.4%15.4%14.6%10.4%9.2%
Valuation
P/E11.6011.6011.1716.3614.27
EV/EBITDA5.135.133.795.052.95
P/B2.162.161.631.701.31
Growth & Yield
Revenue Growth13.4%13.4%10.0%4.8%—
EPS Growth15.9%15.9%56.9%20.4%—
Dividend Yield3.6%3.6%———

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

7.6%

razonable

EPS terminal req.

$123.52

Spread vs growth

8.3%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$149.46

Spread vs growth

7.4%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$240.70

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 +25.5%

Total return

+25.5%

Start / end P/E

13.3x → 14.0x

EPS bridge

85.66 → 99.28

Residual

+0.8%

EPS growth+15.9%
Multiple rerating+5.2%
Dividend+3.6%
Residual / FX / buybacks / cross-term+0.8%

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.