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3723.T$2317.00-1.67%
Fair $2317.00+0.0%

3723.T

Nihon Falcom Corporation

Communication Services / Electronic Gaming & MultimediaTokyo

$2317.00

-40.00 (-1.67%)

Fairly Valued+0.0%Fair Value $2317.00Fund rank 34/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $898.0M · quality 67.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

45/100

C

Piotroski

4/9

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 · 3723.TLocal privado en este navegador · Nihon Falcom 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

$22.9B

P/E

15.1x

↑

EV/EBITDA

10.0x

↑

ROE

8.3%

↑

Gross Margin

88.1%

↑

Debt/Equity

N/A

•
52-Week Range$2317
$1078$2682

TradingView lightweight chart

3723.T price, volumen y niveles de valoración

Último $2,349Periodo +38.2%
Fair value: $2,317

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

+1.0%

FCF CAGR

-6.5%

FCF margin

38.7%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.61B · net income $903.7M · FCF $1.01B

2022-FY → 2025-FY

Gross margin

88.1%-3.0% pts

Operating margin

51.3%-6.3% pts

Net margin

34.6%-6.0% pts

FCF margin

38.7%-10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.61B$2.61B$2.52B$2.47B$2.53B
Net Income$903.7M$903.7M$852.2M$911.3M$1.03B
EBITDA$1.35B$1.35B$1.25B$1.34B$1.47B
EPS87.9187.9182.9088.6599.97
Gross Margin88.1%88.1%90.0%90.3%91.1%
Operating Margin51.3%51.3%49.1%53.7%57.6%
Net Margin34.6%34.6%33.8%36.8%40.6%
Balance Sheet
Current Ratio14.5614.56———
Cash Flow
Free Cash Flow$1.01B$1.01B$846.5M$898.0M$1.24B
Returns
ROE8.3%8.3%8.4%9.6%11.6%
Valuation
P/E15.1115.1113.2714.6012.10
EV/EBITDA9.999.991.413.282.87
P/B2.192.191.111.401.41
Growth & Yield
Revenue Growth3.5%3.5%2.1%-2.4%—
EPS Growth6.0%6.0%-6.5%-11.3%—
Dividend Yield0.4%0.4%———

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

32.7%

muy exigente

EPS terminal req.

$205.60

Spread vs growth

-26.7%

5Y implied EPS CAGR

23.1%

exigente

EPS terminal req.

$248.77

Spread vs growth

-17.1%

10Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$400.65

Spread vs growth

-10.3%

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 +108.5%

Total return

+108.5%

Start / end P/E

13.6x → 26.7x

EPS bridge

82.90 → 87.91

Residual

+5.8%

EPS growth+6.0%
Multiple rerating+96.2%
Dividend+0.4%
Residual / FX / buybacks / cross-term+5.8%

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.