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v0.1
3817.T$4520.00-1.09%
Fair $4520.00+0.0%

3817.T

SRA Holdings, Inc.

Technology / Information Technology ServicesTokyo

$4520.00

-50.00 (-1.09%)

Fairly Valued+0.0%Fair Value $4520.00Fund rank 38/100 · Data gapFallback financials|
SA 57/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 82.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

57/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 3817.TLocal privado en este navegador · SRA 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

$57.1B

P/E

10.2x

↓

EV/EBITDA

5.7x

↓

ROE

11.0%

↑

Gross Margin

25.5%

↓

Debt/Equity

0.00

↓
52-Week Range$4520
$4315$5870

TradingView lightweight chart

3817.T price, volumen y niveles de valoración

Último $4,520Periodo +555.1%
Fair value: $4,520

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

+8.7%

FCF CAGR

+29.0%

FCF margin

10.7%

FCF / Net income

1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $51.62B · net income $3.38B · FCF $5.51B

2022-FY → 2025-FY

Gross margin

25.5%+0.8% pts

Operating margin

15.4%+1.9% pts

Net margin

6.5%-2.4% pts

FCF margin

10.7%+4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$51.62B$51.62B$47.13B$42.86B$40.20B
Net Income$3.38B$3.38B$4.58B$879.0M$3.58B
EBITDA$6.59B$6.59B$7.83B$3.13B$5.90B
EPS267.19267.19366.3470.95289.66
Gross Margin25.5%25.5%25.4%25.1%24.7%
Operating Margin15.4%15.4%14.7%14.0%13.5%
Net Margin6.5%6.5%9.7%2.1%8.9%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio2.562.56———
Cash Flow
Free Cash Flow$5.51B$5.51B$3.71B$4.94B$2.56B
Returns
ROE11.0%11.0%15.7%3.4%14.1%
Valuation
P/E10.2010.2010.5541.099.59
EV/EBITDA5.675.674.117.304.17
P/B1.851.851.651.391.35
Growth & Yield
Revenue Growth9.5%9.5%9.9%6.6%—
EPS Growth-27.1%-27.1%416.3%-75.5%—
Dividend Yield5.3%5.3%———

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

14.5%

razonable

EPS terminal req.

$401.07

Spread vs growth

-41.6%

5Y implied EPS CAGR

12.7%

razonable

EPS terminal req.

$485.30

Spread vs growth

-39.7%

10Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$781.58

Spread vs growth

-38.4%

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 +7.1%

Total return

+7.1%

Start / end P/E

12.1x → 16.9x

EPS bridge

366.34 → 267.19

Residual

-10.7%

EPS growth-27.1%
Multiple rerating+39.6%
Dividend+5.3%
Residual / FX / buybacks / cross-term-10.7%

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.