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4347.T$1780.00-2.47%
Fair $1780.00+0.0%

4347.T

Broadmedia Corporation

Communication Services / EntertainmentTokyo

$1780.00

-45.00 (-2.47%)

Fairly Valued+0.0%Fair Value $1780.00Fund rank 37/100 · Data gapFallback financials|
SA 41/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $983.3M · quality 75.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

41/100

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 · 4347.TLocal privado en este navegador · Broadmedia Corporation
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

$12.7B

P/E

16.2x

↑

EV/EBITDA

10.5x

↑

ROE

7.2%

↑

Gross Margin

39.0%

↓

Debt/Equity

0.25

↑
52-Week Range$1780
$1575$2489

TradingView lightweight chart

4347.T price, volumen y niveles de valoración

Último $1,780Periodo -19.2%
Fair value: $1,780

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

+8.0%

FCF CAGR

-30.3%

FCF margin

3.9%

FCF / Net income

1.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.53B · net income $335.3M · FCF $601.5M

2022-FY → 2025-FY

Gross margin

39.0%+1.4% pts

Operating margin

4.6%-2.6% pts

Net margin

2.2%-6.0% pts

FCF margin

3.9%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.53B$15.53B$14.18B$13.02B$12.34B
Net Income$335.3M$335.3M$680.1M$1.11B$1.01B
EBITDA$785.9M$785.9M$1.08B$1.15B$1.55B
EPS46.8646.8693.50150.67133.12
Gross Margin39.0%39.0%40.0%38.6%37.7%
Operating Margin4.6%4.6%6.1%8.0%7.1%
Net Margin2.2%2.2%4.8%8.5%8.2%
Balance Sheet
Debt/Equity0.250.250.310.190.27
Current Ratio1.521.52———
Cash Flow
Free Cash Flow$601.5M$601.5M$983.3M$1.15B$1.78B
Returns
ROE7.2%7.2%14.2%25.8%29.2%
Valuation
P/E16.2316.2313.657.886.35
EV/EBITDA10.5210.524.613.211.19
P/B2.752.751.942.031.80
Growth & Yield
Revenue Growth9.6%9.6%8.9%5.5%—
EPS Growth-49.9%-49.9%-37.9%13.2%—
Dividend Yield3.6%3.6%———

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

49.9%

muy exigente

EPS terminal req.

$157.95

Spread vs growth

-99.8%

5Y implied EPS CAGR

32.5%

muy exigente

EPS terminal req.

$191.11

Spread vs growth

-82.3%

10Y implied EPS CAGR

20.7%

exigente

EPS terminal req.

$307.79

Spread vs growth

-70.6%

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 +14.1%

Total return

+14.1%

Start / end P/E

17.2x → 38.0x

EPS bridge

93.50 → 46.86

Residual

-60.2%

EPS growth-49.9%
Multiple rerating+120.6%
Dividend+3.6%
Residual / FX / buybacks / cross-term-60.2%

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.