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v0.1
3777.T$54.00-19.40%
Fair $54.00+0.0%

3777.T

Environment Friendly Holdings Corp.

Technology / Software - ApplicationTokyo

$54.00

-13.00 (-19.40%)

Fairly Valued+0.0%Fair Value $54.00Fund rank 26/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Low Profitability

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-73.0M · quality 42.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

34/100

D

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: 1unknown: 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. ROE is -0.1%, below the 5% threshold
Thesis & Journal · 3777.TLocal privado en este navegador · Environment Friendly Holdings Corp.
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

$17.5B

P/E

N/A

•

EV/EBITDA

84.1x

↑

ROE

-0.1%

↓

Gross Margin

57.1%

↑

Debt/Equity

0.44

↑
52-Week Range$54
$30$88

TradingView lightweight chart

3777.T price, volumen y niveles de valoración

Último $54.00Periodo -99.5%
Fair value: $54.00

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

+22.1%

FCF CAGR

—

FCF margin

18.9%

FCF / Net income

-71.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.37B · net income $-3.6M · FCF $259.6M

2022-FY → 2025-FY

Gross margin

57.1%+32.6% pts

Operating margin

8.0%+22.5% pts

Net margin

-0.3%+22.5% pts

FCF margin

18.9%+55.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.37B$1.37B$17.24B$17.00B$754.1M
Net Income$-3.6M$-3.6M$-154.9M$153.2M$-171.3M
EBITDA$239.0M$239.0M$-114.4M$195.0M$-149.9M
EPS——-0.540.55-0.76
Gross Margin57.1%57.1%3.1%6.2%24.5%
Operating Margin8.0%8.0%-0.3%1.2%-14.5%
Net Margin-0.3%-0.3%-0.9%0.9%-22.7%
Balance Sheet
Debt/Equity0.440.440.010.010.01
Current Ratio7.407.40———
Cash Flow
Free Cash Flow$259.6M$259.6M$-121.3M$-73.0M$-277.2M
Returns
ROE-0.1%-0.1%-4.8%4.9%-10.3%
Valuation
P/E———72.73—
EV/EBITDA84.0984.09—50.67—
P/B5.285.282.853.523.47
Growth & Yield
Revenue Growth-92.0%-92.0%1.4%2154.3%—
EPS Growth——-198.2%172.4%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +63.6%

Total return

+63.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.54 → n/d

Residual

+63.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+63.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.