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3670.T$1645.00-0.06%
Fair $1645.00+0.0%

3670.T

Kyoritsu Computer & Communication Co Ltd

Technology / Information Technology ServicesTokyo

$1645.00

-1.00 (-0.06%)

Fairly Valued+0.0%Fair Value $1645.00Fund rank 30/100 · Data gapFallback financials|
SA 46/C
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $182.2M · quality 54.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

46/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 3670.TLocal privado en este navegador · Kyoritsu Computer & Communication 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

$2.0B

P/E

6.9x

↓

EV/EBITDA

2.1x

↓

ROE

8.1%

↑

Gross Margin

40.2%

↑

Debt/Equity

0.00

↓
52-Week Range$1645
$1503$3750

TradingView lightweight chart

3670.T price, volumen y niveles de valoración

Último $1,628Periodo -53.8%
Fair value: $1,645

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

-4.5%

FCF CAGR

—

FCF margin

4.1%

FCF / Net income

1.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.48B · net income $171.8M · FCF $182.2M

2023-FY → 2025-FY

Gross margin

40.2%+4.2% pts

Operating margin

6.7%+3.3% pts

Net margin

3.8%+1.5% pts

FCF margin

4.1%+8.4% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$4.48B$4.48B$5.47B$4.91B
Net Income$171.8M$171.8M$258.2M$115.4M
EBITDA$304.7M$304.7M$416.3M$240.0M
EPS143.45143.45215.5396.38
Gross Margin40.2%40.2%34.3%36.0%
Operating Margin6.7%6.7%5.2%3.3%
Net Margin3.8%3.8%4.7%2.4%
Balance Sheet
Debt/Equity0.000.000.010.02
Current Ratio2.742.74——
Cash Flow
Free Cash Flow$182.2M$182.2M$610.5M$-213.1M
Returns
ROE8.1%8.1%12.8%6.3%
Valuation
P/E6.906.907.9715.57
EV/EBITDA2.112.112.055.06
P/B0.930.931.020.99
Growth & Yield
Revenue Growth-18.2%-18.2%11.4%—
EPS Growth-33.4%-33.4%123.6%—
Dividend Yield4.2%4.2%——

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.

$145.97

Spread vs growth

-34.0%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$176.62

Spread vs growth

-37.7%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$284.45

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 +10.2%

Total return

+10.2%

Start / end P/E

7.1x → 11.3x

EPS bridge

215.53 → 143.45

Residual

-19.8%

EPS growth-33.4%
Multiple rerating+59.2%
Dividend+4.2%
Residual / FX / buybacks / cross-term-19.8%

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.