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2499.T$282.00+1.08%
Fair $282.00+0.0%

2499.T

Nihonwasou Holdings, Inc.

Industrials / Specialty Business ServicesTokyo

$282.00

+3.00 (+1.08%)

Fairly Valued+0.0%Fair Value $282.00Fund rank 26/100 · Data gapFallback financials|
SA 33/D
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $327.7M · quality 40.0/100

Data gap 26/100
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

33/100

D

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 2499.TLocal privado en este navegador · Nihonwasou Holdings, 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

$2.6B

P/E

11.1x

↓

EV/EBITDA

10.0x

↑

ROE

6.2%

↑

Gross Margin

91.1%

↑

Debt/Equity

1.09

↑
52-Week Range$282
$274$421

TradingView lightweight chart

2499.T price, volumen y niveles de valoración

Último $282.00Periodo +4.4%
Fair value: $282.00

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

-2.0%

FCF CAGR

+215.3%

FCF margin

8.5%

FCF / Net income

1.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.49B · net income $231.2M · FCF $380.4M

2022-FY → 2025-FY

Gross margin

91.1%-0.6% pts

Operating margin

8.4%-0.4% pts

Net margin

5.2%+0.2% pts

FCF margin

8.5%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.49B$4.49B$4.70B$4.50B$4.77B
Net Income$231.2M$231.2M$296.5M$172.7M$236.7M
EBITDA$412.8M$412.8M$484.6M$352.9M$445.6M
EPS25.5125.51—19.0626.11
Gross Margin91.1%91.1%91.3%91.0%91.7%
Operating Margin8.4%8.4%10.2%8.7%8.8%
Net Margin5.2%5.2%6.3%3.8%5.0%
Balance Sheet
Debt/Equity1.091.091.261.361.33
Current Ratio2.652.65———
Cash Flow
Free Cash Flow$380.4M$380.4M$327.7M$-202.1M$12.1M
Returns
ROE6.2%6.2%8.2%5.0%7.0%
Valuation
P/E11.0611.06—18.1011.45
EV/EBITDA10.0110.019.5414.619.91
P/B0.680.680.770.900.80
Growth & Yield
Revenue Growth-4.7%-4.7%4.5%-5.6%—
EPS Growth———-27.0%—
Dividend Yield7.2%7.2%———

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

-0.6%

fácil

EPS terminal req.

$25.02

Spread vs growth

-4.0%

5Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$30.28

Spread vs growth

-8.1%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$48.76

Spread vs growth

-11.3%

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 -3.9%

Total return

-3.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 25.51

Residual

-11.0%

EPS growthn/d
Multiple reratingn/d
Dividend+7.2%
Residual / FX / buybacks / cross-term-11.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.