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3979.T$391.00+0.26%
Fair $391.00+0.0%

3979.T

Uluru.Co.,Ltd.

Technology / Information Technology ServicesTokyo

$391.00

+1.00 (+0.26%)

Fairly Valued+0.0%Fair Value $391.00Fund rank 29/100 · Data gapFallback financials|
SA 58/C
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $135.9M · quality 52.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

58/100

C

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 · 3979.TLocal privado en este navegador · Uluru.Co.,Ltd.
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

$10.8B

P/E

16.2x

↓

EV/EBITDA

8.1x

↓

ROE

15.1%

↑

Gross Margin

69.8%

↑

Debt/Equity

0.05

↓
52-Week Range$391
$326$470

TradingView lightweight chart

3979.T price, volumen y niveles de valoración

Último $391.00Periodo -10.1%
Fair value: $391.00

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

+18.5%

FCF CAGR

—

FCF margin

2.0%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.70B · net income $458.1M · FCF $135.9M

2022-FY → 2025-FY

Gross margin

69.8%-0.7% pts

Operating margin

11.4%+17.4% pts

Net margin

6.8%+8.4% pts

FCF margin

2.0%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.70B$6.70B$5.94B$4.86B$4.03B
Net Income$458.1M$458.1M$720.1M$-45.5M$-64.4M
EBITDA$937.1M$937.1M$1.35B$103.3M$-174.1M
EPS16.5516.5526.03-1.65-2.34
Gross Margin69.8%69.8%71.5%71.9%70.5%
Operating Margin11.4%11.4%22.3%0.2%-6.0%
Net Margin6.8%6.8%12.1%-0.9%-1.6%
Balance Sheet
Debt/Equity0.050.050.070.020.04
Current Ratio1.491.49———
Cash Flow
Free Cash Flow$135.9M$135.9M$1.10B$41.9M$-105.5M
Returns
ROE15.1%15.1%25.6%-2.2%-3.0%
Valuation
P/E16.2216.2214.82——
EV/EBITDA8.088.085.40113.35—
P/B3.573.573.806.744.47
Growth & Yield
Revenue Growth12.9%12.9%22.1%20.7%—
EPS Growth-36.4%-36.4%1682.2%29.8%—
Dividend Yield1.1%1.1%———

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

28.0%

muy exigente

EPS terminal req.

$34.69

Spread vs growth

-64.4%

5Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$41.98

Spread vs growth

-56.9%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$67.61

Spread vs growth

-51.5%

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 +4.5%

Total return

+4.5%

Start / end P/E

14.5x → 23.6x

EPS bridge

26.03 → 16.55

Residual

-22.8%

EPS growth-36.4%
Multiple rerating+62.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-22.8%

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.