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3393.T$2924.00-3.50%
Fair $2924.00+0.0%

3393.T

Startia Holdings,Inc.

Technology / Information Technology ServicesTokyo

$2924.00

-106.00 (-3.50%)

Fairly Valued+0.0%Fair Value $2924.00Fund rank 32/100 · Data gapFallback financials|
SA 65/B
F-Score: 6/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 62.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

65/100

B

Piotroski

6/9

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 · 3393.TLocal privado en este navegador · Startia 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

$27.3B

P/E

11.8x

↓

EV/EBITDA

7.4x

↓

ROE

25.8%

↑

Gross Margin

44.9%

↑

Debt/Equity

0.41

↑
52-Week Range$2924
$2364$3100

TradingView lightweight chart

3393.T price, volumen y niveles de valoración

Último $2,924Periodo +165.8%
Fair value: $2,924

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

+11.5%

FCF CAGR

—

FCF margin

7.7%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.21B · net income $1.96B · FCF $1.72B

2022-FY → 2025-FY

Gross margin

44.9%+2.2% pts

Operating margin

12.3%+10.2% pts

Net margin

8.8%+2.8% pts

FCF margin

7.7%+8.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.21B$22.21B$19.57B$20.00B$16.01B
Net Income$1.96B$1.96B$1.55B$1.21B$958.5M
EBITDA$3.30B$3.30B$2.74B$2.48B$1.64B
EPS206.29206.29165.32135.11100.02
Gross Margin44.9%44.9%46.9%42.3%42.7%
Operating Margin12.3%12.3%11.7%8.6%2.2%
Net Margin8.8%8.8%7.9%6.1%6.0%
Balance Sheet
Debt/Equity0.410.410.610.550.83
Current Ratio2.212.21———
Cash Flow
Free Cash Flow$1.72B$1.72B$2.52B$1.66B$-118.8M
Returns
ROE25.8%25.8%22.8%21.3%22.6%
Valuation
P/E11.8111.818.3911.166.30
EV/EBITDA7.367.363.564.753.65
P/B3.663.661.912.381.30
Growth & Yield
Revenue Growth13.5%13.5%-2.2%24.9%—
EPS Growth24.8%24.8%22.4%35.1%—
Dividend Yield10.3%10.3%———

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

7.9%

razonable

EPS terminal req.

$259.46

Spread vs growth

16.8%

5Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$313.94

Spread vs growth

16.0%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$505.61

Spread vs growth

15.4%

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 +32.5%

Total return

+32.5%

Start / end P/E

14.5x → 14.2x

EPS bridge

165.32 → 206.29

Residual

-0.5%

EPS growth+24.8%
Multiple rerating-2.0%
Dividend+10.3%
Residual / FX / buybacks / cross-term-0.5%

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.