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3779.T$147.00+0.00%
Fair $147.00+0.0%

3779.T

J Escom Holdings,Inc.

Consumer Cyclical / Internet RetailTokyo

$147.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $147.00Fund rank 22/100 · Data gapFallback financials|
SA 40/C
F-Score: 6/9
Declining Revenue

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 16%

FCF escenarios

weak_data · normalized FCF $-144.8M · quality 34.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

40/100

C

Piotroski

6/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 3779.TLocal privado en este navegador · J Escom Holdings,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

$1.7B

P/E

4.6x

↓

EV/EBITDA

1.0x

↓

ROE

60.1%

↑

Gross Margin

66.0%

↑

Debt/Equity

0.84

↑
52-Week Range$147
$141$409

TradingView lightweight chart

3779.T price, volumen y niveles de valoración

Último $149.00Periodo -97.6%
Fair value: $147.00

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

+12.1%

FCF CAGR

—

FCF margin

-1.5%

FCF / Net income

-0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.32B · net income $370.4M · FCF $-19.8M

2022-FY → 2025-FY

Gross margin

66.0%+41.6% pts

Operating margin

-8.2%-9.5% pts

Net margin

28.1%+27.6% pts

FCF margin

-1.5%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.32B$1.32B$1.59B$1.62B$937.3M
Net Income$370.4M$370.4M$-290.9M$41.3M$4.2M
EBITDA$555.0M$555.0M$-275.1M$93.7M$16.6M
EPS32.0332.03-25.153.830.40
Gross Margin66.0%66.0%61.6%46.5%24.4%
Operating Margin-8.2%-8.2%-15.4%-3.9%1.3%
Net Margin28.1%28.1%-18.3%2.6%0.4%
Balance Sheet
Debt/Equity0.840.841.730.59—
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$-19.8M$-19.8M$-459.6M$-144.8M$-19.0M
Returns
ROE60.1%60.1%-118.7%7.9%1.1%
Valuation
P/E4.594.59—28.20262.50
EV/EBITDA0.990.99—1.6542.36
P/B2.762.766.892.222.95
Growth & Yield
Revenue Growth-16.9%-16.9%-1.8%72.5%—
EPS Growth227.4%227.4%-756.7%857.5%—

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

-25.9%

fácil

EPS terminal req.

$13.04

Spread vs growth

253.2%

5Y implied EPS CAGR

-13.2%

fácil

EPS terminal req.

$15.78

Spread vs growth

240.6%

10Y implied EPS CAGR

-2.3%

fácil

EPS terminal req.

$25.42

Spread vs growth

229.6%

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 -12.4%

Total return

-12.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-25.15 → 32.03

Residual

-12.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-12.4%

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.