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3841.T$1160.00+0.26%
Fair $1160.00+0.0%

3841.T

Jedat Inc.

Technology / Software - ApplicationTokyo

$1160.00

+3.00 (+0.26%)

Fairly Valued+0.0%Fair Value $1160.00Fund rank 26/100 · Data gapFallback financials|
SA 28/D
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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $118.9M · quality 36.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

28/100

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: 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 · 3841.TLocal privado en este navegador · Jedat 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

$4.5B

P/E

26.0x

↑

EV/EBITDA

6.6x

↓

ROE

5.9%

↑

Gross Margin

63.3%

↑

Debt/Equity

N/A

•
52-Week Range$1160
$1029$1899

TradingView lightweight chart

3841.T price, volumen y niveles de valoración

Último $1,160Periodo +7.4%
Fair value: $1,160

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

+1.5%

FCF CAGR

-46.7%

FCF margin

5.8%

FCF / Net income

0.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.06B · net income $213.4M · FCF $118.9M

2022-FY → 2025-FY

Gross margin

63.3%-0.8% pts

Operating margin

12.5%+1.4% pts

Net margin

10.3%+1.8% pts

FCF margin

5.8%-34.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.06B$2.06B$2.06B$2.02B$1.97B
Net Income$213.4M$213.4M$328.7M$266.4M$169.3M
EBITDA$288.8M$288.8M$333.1M$296.8M$238.9M
EPS55.4555.4585.3969.2144.01
Gross Margin63.3%63.3%62.5%64.7%64.1%
Operating Margin12.5%12.5%14.7%13.2%11.1%
Net Margin10.3%10.3%15.9%13.2%8.6%
Balance Sheet
Current Ratio7.877.87———
Cash Flow
Free Cash Flow$118.9M$118.9M$-68.1M$281.6M$785.7M
Returns
ROE5.9%5.9%9.3%8.1%5.4%
Valuation
P/E25.9725.9713.1012.9818.31
EV/EBITDA6.656.652.47-0.63-1.49
P/B1.241.241.221.051.00
Growth & Yield
Revenue Growth0.1%0.1%2.1%2.3%—
EPS Growth-35.1%-35.1%23.4%57.3%—
Dividend Yield6.9%6.9%———

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

22.9%

exigente

EPS terminal req.

$102.93

Spread vs growth

-58.0%

5Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$124.55

Spread vs growth

-52.6%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$200.58

Spread vs growth

-48.8%

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 -6.5%

Total return

-6.5%

Start / end P/E

15.7x → 20.9x

EPS bridge

85.39 → 55.45

Residual

-11.7%

EPS growth-35.1%
Multiple rerating+33.3%
Dividend+6.9%
Residual / FX / buybacks / cross-term-11.7%

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.