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3937.T$956.00+1.16%
Fair $956.00+0.0%

3937.T

Ubicom Holdings, Inc.

Technology / Information Technology ServicesTokyo

$956.00

+11.00 (+1.16%)

Fairly Valued+0.0%Fair Value $956.00Fund rank 38/100 · Data gapFallback financials|
SA 59/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $769.8M · 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 86/100Data 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

59/100

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 · 3937.TLocal privado en este navegador · Ubicom 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

$11.6B

P/E

13.0x

↓

EV/EBITDA

4.5x

↓

ROE

15.3%

↑

Gross Margin

39.6%

↑

Debt/Equity

0.07

↓
52-Week Range$956
$908$1182

TradingView lightweight chart

3937.T price, volumen y niveles de valoración

Último $956.00Periodo +0.6%
Fair value: $956.00

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

+10.3%

FCF CAGR

+2.5%

FCF margin

13.9%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.34B · net income $858.4M · FCF $882.2M

2022-FY → 2025-FY

Gross margin

39.6%-2.8% pts

Operating margin

20.7%-1.1% pts

Net margin

13.5%-4.1% pts

FCF margin

13.9%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.34B$6.34B$5.94B$5.25B$4.73B
Net Income$858.4M$858.4M$526.1M$573.8M$832.1M
EBITDA$1.56B$1.56B$1.11B$1.10B$1.16B
EPS71.1171.1144.1547.5768.49
Gross Margin39.6%39.6%37.8%39.1%42.4%
Operating Margin20.7%20.7%18.0%19.3%21.9%
Net Margin13.5%13.5%8.9%10.9%17.6%
Balance Sheet
Debt/Equity0.070.070.060.060.09
Current Ratio4.074.07———
Cash Flow
Free Cash Flow$882.2M$882.2M$604.3M$769.8M$819.9M
Returns
ROE15.3%15.3%11.1%14.0%21.8%
Valuation
P/E13.0013.0026.9544.5940.44
EV/EBITDA4.554.559.4020.2126.37
P/B2.062.063.006.258.83
Growth & Yield
Revenue Growth6.7%6.7%13.3%11.0%—
EPS Growth61.1%61.1%-7.2%-30.5%—
Dividend Yield2.6%2.6%———

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

6.1%

razonable

EPS terminal req.

$84.83

Spread vs growth

55.0%

5Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$102.64

Spread vs growth

53.4%

10Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$165.31

Spread vs growth

52.3%

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 -4.0%

Total return

-4.0%

Start / end P/E

23.2x → 13.4x

EPS bridge

44.15 → 71.11

Residual

-25.7%

EPS growth+61.1%
Multiple rerating-42.0%
Dividend+2.6%
Residual / FX / buybacks / cross-term-25.7%

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.