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3925.T$1177.00-1.92%
Fair $1177.00+0.0%

3925.T

Double Standard Inc.

Technology / Information Technology ServicesTokyo

$1177.00

-23.00 (-1.92%)

Fairly Valued+0.0%Fair Value $1177.00Fund rank 33/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

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 $1.4B · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

39/100

D

Piotroski

5/9

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 · 3925.TLocal privado en este navegador · Double Standard 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

$15.9B

P/E

14.6x

↓

EV/EBITDA

3.9x

↓

ROE

27.9%

↑

Gross Margin

48.4%

↑

Debt/Equity

N/A

•
52-Week Range$1177
$1166$1955

TradingView lightweight chart

3925.T price, volumen y niveles de valoración

Último $1,177Periodo -18.1%
Fair value: $1,177

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

+4.2%

FCF CAGR

+18.5%

FCF margin

21.9%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.00B · net income $1.78B · FCF $1.75B

2022-FY → 2025-FY

Gross margin

48.4%+12.4% pts

Operating margin

32.6%+7.7% pts

Net margin

22.3%+7.0% pts

FCF margin

21.9%+7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.00B$8.00B$7.15B$6.91B$7.08B
Net Income$1.78B$1.78B$1.65B$1.63B$1.08B
EBITDA$2.69B$2.69B$2.38B$2.16B$1.78B
EPS131.87131.87122.03119.7479.74
Gross Margin48.4%48.4%46.4%42.8%36.0%
Operating Margin32.6%32.6%32.3%30.7%24.8%
Net Margin22.3%22.3%23.1%23.5%15.3%
Balance Sheet
Current Ratio9.849.84———
Cash Flow
Free Cash Flow$1.75B$1.75B$1.03B$1.39B$1.05B
Returns
ROE27.9%27.9%30.3%35.6%30.6%
Valuation
P/E14.6414.6414.0616.7525.46
EV/EBITDA3.933.937.9110.6713.69
P/B2.492.494.275.967.80
Growth & Yield
Revenue Growth11.9%11.9%3.4%-2.4%—
EPS Growth8.1%8.1%1.9%50.2%—
Dividend Yield5.8%5.8%———

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

-7.5%

fácil

EPS terminal req.

$104.44

Spread vs growth

15.5%

5Y implied EPS CAGR

-0.8%

fácil

EPS terminal req.

$126.37

Spread vs growth

8.9%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$203.52

Spread vs growth

3.6%

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 -17.8%

Total return

-17.8%

Start / end P/E

12.6x → 8.9x

EPS bridge

122.03 → 131.87

Residual

-2.4%

EPS growth+8.1%
Multiple rerating-29.4%
Dividend+5.8%
Residual / FX / buybacks / cross-term-2.4%

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.