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3636.T$4690.00-0.85%
Fair $4690.00+0.0%

3636.T

Mitsubishi Research Institute, Inc.

Technology / Information Technology ServicesTokyo

$4690.00

-40.00 (-0.85%)

Fairly Valued+0.0%Fair Value $4690.00Fund rank 29/100 · Data gapFallback financials|
SA 57/C
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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $219.0M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

57/100

C

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 · 3636.TLocal privado en este navegador · Mitsubishi Research Institute, 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

$73.9B

P/E

7.4x

↓

EV/EBITDA

3.2x

↓

ROE

8.9%

↑

Gross Margin

23.7%

↓

Debt/Equity

0.01

↓
52-Week Range$4690
$4325$5360

TradingView lightweight chart

3636.T price, volumen y niveles de valoración

Último $4,690Periodo +54.8%
Fair value: $4,690

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

+1.4%

FCF CAGR

-84.0%

FCF margin

0.0%

FCF / Net income

0.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $121.46B · net income $6.39B · FCF $25.0M

2022-FY → 2025-FY

Gross margin

23.7%+0.9% pts

Operating margin

6.6%-1.3% pts

Net margin

5.3%-1.4% pts

FCF margin

0.0%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$121.46B$121.46B$115.36B$122.13B$116.62B
Net Income$6.39B$6.39B$5.00B$6.29B$7.71B
EBITDA$13.72B$13.72B$11.74B$13.40B$15.80B
EPS405.55405.55316.44392.27474.67
Gross Margin23.7%23.7%22.0%21.3%22.8%
Operating Margin6.6%6.6%6.1%7.1%7.9%
Net Margin5.3%5.3%4.3%5.1%6.6%
Balance Sheet
Debt/Equity0.010.010.020.030.06
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$25.0M$25.0M$9.41B$219.0M$6.07B
Returns
ROE8.9%8.9%7.4%9.6%12.2%
Valuation
P/E7.417.4113.3712.299.72
EV/EBITDA3.253.253.164.043.18
P/B1.031.030.991.171.19
Growth & Yield
Revenue Growth5.3%5.3%-5.5%4.7%—
EPS Growth28.2%28.2%-19.3%-17.4%—
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

0.9%

fácil

EPS terminal req.

$416.16

Spread vs growth

27.3%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$503.55

Spread vs growth

23.7%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$810.98

Spread vs growth

21.0%

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 +9.7%

Total return

+9.7%

Start / end P/E

14.0x → 11.6x

EPS bridge

316.44 → 405.55

Residual

-4.8%

EPS growth+28.2%
Multiple rerating-17.2%
Dividend+3.6%
Residual / FX / buybacks / cross-term-4.8%

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.