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3798.T$534.00+1.91%
Fair $534.00+0.0%

3798.T

ULS Group, Inc.

Technology / Information Technology ServicesTokyo

$534.00

+10.00 (+1.91%)

Fairly Valued+0.0%Fair Value $534.00Fund rank 31/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $692.0M · quality 60.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

53/100

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: 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 · 3798.TLocal privado en este navegador · ULS Group, 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

$30.2B

P/E

15.4x

↓

EV/EBITDA

8.6x

↓

ROE

16.1%

↑

Gross Margin

40.3%

↑

Debt/Equity

N/A

•
52-Week Range$534
$472$854

TradingView lightweight chart

3798.T price, volumen y niveles de valoración

Último $534.00Periodo +92.4%
Fair value: $534.00

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

+21.5%

FCF CAGR

+43.3%

FCF margin

11.3%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.20B · net income $1.64B · FCF $1.50B

2022-FY → 2025-FY

Gross margin

40.3%+0.4% pts

Operating margin

19.9%-1.9% pts

Net margin

12.4%-1.2% pts

FCF margin

11.3%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.20B$13.20B$10.38B$8.52B$7.37B
Net Income$1.64B$1.64B$1.13B$1.23B$998.6M
EBITDA$2.72B$2.72B$1.85B$1.80B$1.66B
EPS28.7228.7220.4622.2217.58
Gross Margin40.3%40.3%37.2%39.5%39.8%
Operating Margin19.9%19.9%16.9%20.3%21.8%
Net Margin12.4%12.4%10.9%14.5%13.6%
Balance Sheet
Current Ratio4.374.37———
Cash Flow
Free Cash Flow$1.50B$1.50B$692.0M$685.0M$508.3M
Returns
ROE16.1%16.1%13.2%16.3%14.2%
Valuation
P/E15.3915.3919.6914.5222.75
EV/EBITDA8.568.568.806.8410.39
P/B2.992.992.592.373.23
Growth & Yield
Revenue Growth27.2%27.2%21.9%15.6%—
EPS Growth40.3%40.3%-7.9%26.4%—
Dividend Yield1.6%1.6%———

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

18.2%

exigente

EPS terminal req.

$47.38

Spread vs growth

22.2%

5Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$57.33

Spread vs growth

25.5%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$92.34

Spread vs growth

28.0%

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 -0.8%

Total return

-0.8%

Start / end P/E

26.7x → 18.6x

EPS bridge

20.46 → 28.72

Residual

-12.3%

EPS growth+40.3%
Multiple rerating-30.4%
Dividend+1.6%
Residual / FX / buybacks / cross-term-12.3%

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.