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3446.T$1715.00-3.98%
Fair $1715.00+0.0%

3446.T

JTEC Corporation

Healthcare / Medical Instruments & SuppliesTokyo

$1715.00

-71.00 (-3.98%)

Fairly Valued+0.0%Fair Value $1715.00Fund rank 27/100 · Data gapFallback financials|
SA 39/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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $128.0M · quality 43.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

39/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 3446.TLocal privado en este navegador · JTEC Corporation
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

$10.1B

P/E

111.7x

↑

EV/EBITDA

22.9x

↑

ROE

7.4%

↑

Gross Margin

62.3%

↑

Debt/Equity

0.19

↓
52-Week Range$1715
$1072$2514

TradingView lightweight chart

3446.T price, volumen y niveles de valoración

Último $1,715Periodo -84.7%
Fair value: $1,715

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

-4.0%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.01B · net income $199.6M · FCF $-79.7M

2021-FY → 2024-FY

Gross margin

62.3%— pts

Operating margin

14.2%— pts

Net margin

9.9%— pts

FCF margin

-4.0%— pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$2.01B$2.01B$1.91B$1.15B—
Net Income$199.6M$199.6M$238.2M$-32.1M—
EBITDA$437.2M$437.2M$510.6M$107.5M—
EPS33.9633.9640.58-5.48—
Gross Margin62.3%62.3%61.0%60.8%—
Operating Margin14.2%14.2%16.1%-6.2%—
Net Margin9.9%9.9%12.5%-2.8%—
Balance Sheet
Debt/Equity0.190.190.240.300.42
Current Ratio6.446.44———
Cash Flow
Free Cash Flow$-79.7M$-79.7M$128.0M$171.2M—
Returns
ROE7.4%7.4%9.6%-1.4%—
Valuation
P/E111.65111.6555.17——
EV/EBITDA22.8522.8525.37118.59—
P/B3.743.745.305.758.78
Growth & Yield
Revenue Growth5.3%5.3%65.8%——
EPS Growth-16.3%-16.3%840.5%——

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

64.9%

muy exigente

EPS terminal req.

$152.18

Spread vs growth

-81.2%

5Y implied EPS CAGR

40.2%

muy exigente

EPS terminal req.

$184.13

Spread vs growth

-56.5%

10Y implied EPS CAGR

24.2%

exigente

EPS terminal req.

$296.55

Spread vs growth

-40.5%

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 +40.6%

Total return

+40.6%

Start / end P/E

30.1x → 50.5x

EPS bridge

40.58 → 33.96

Residual

-11.1%

EPS growth-16.3%
Multiple rerating+68.0%
Dividend+0.0%
Residual / FX / buybacks / cross-term-11.1%

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.