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436A.T$1065.00+2.31%
Fair $1065.00+0.0%

436A.T

436A.T

Technology / Information Technology ServicesTokyo

$1065.00

+24.00 (+2.31%)

Fairly Valued+0.0%Fair Value $1065.00Fund rank 36/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 72.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

47/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 436A.TLocal privado en este navegador · 436A.T
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

$16.8B

P/E

16.8x

↓

EV/EBITDA

10.4x

↓

ROE

37.3%

↑

Gross Margin

77.8%

↑

Debt/Equity

0.27

↑
52-Week Range$1065
$940$1990

TradingView lightweight chart

436A.T price, volumen y niveles de valoración

Último $1,065Periodo -42.7%
Fair value: $1,065

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

—

FCF CAGR

—

FCF margin

33.0%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.13B · net income $902.7M · FCF $1.03B

2023-FY → 2025-FY

Gross margin

77.8%— pts

Operating margin

39.0%— pts

Net margin

28.9%— pts

FCF margin

33.0%— pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$3.13B$3.13B$2.75B—
Net Income$902.7M$902.7M$589.3M—
EBITDA$1.59B$1.59B$1.25B—
EPS57.2057.2037.34—
Gross Margin77.8%77.8%77.4%—
Operating Margin39.0%39.0%33.2%—
Net Margin28.9%28.9%21.4%—
Balance Sheet
Debt/Equity0.270.270.502.31
Current Ratio0.320.32——
Cash Flow
Free Cash Flow$1.03B$1.03B$1.13B—
Returns
ROE37.3%37.3%39.5%—
Valuation
P/E16.8016.80——
EV/EBITDA10.4210.42——
P/B6.956.95——
Growth & Yield
Revenue Growth13.7%13.7%——
EPS Growth53.2%53.2%——
Dividend Yield3.1%3.1%——

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

18.2%

exigente

EPS terminal req.

$94.50

Spread vs growth

35.0%

5Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$114.35

Spread vs growth

38.3%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$184.16

Spread vs growth

40.8%

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 · available periodreconcilia total -39.7%

Total return

-39.7%

Start / end P/E

49.8x → 18.6x

EPS bridge

37.34 → 57.20

Residual

-33.3%

EPS growth+53.2%
Multiple rerating-62.6%
Dividend+3.1%
Residual / FX / buybacks / cross-term-33.3%

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.