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4372.T$1145.00+0.97%
Fair $1145.00+0.0%

4372.T

YMIRLINK,Inc.

Technology / Software - ApplicationTokyo

$1145.00

+11.00 (+0.97%)

Fairly Valued+0.0%Fair Value $1145.00Fund rank 33/100 · Data gapFallback financials|
SA 35/D
F-Score: 4/9

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 $367.9M · quality 63.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

35/100

D

Piotroski

4/9

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 · 4372.TLocal privado en este navegador · YMIRLINK,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

$4.4B

P/E

12.1x

↓

EV/EBITDA

2.5x

↓

ROE

12.1%

↑

Gross Margin

65.1%

↑

Debt/Equity

N/A

•
52-Week Range$1145
$1100$1663

TradingView lightweight chart

4372.T price, volumen y niveles de valoración

Último $1,145Periodo -23.7%
Fair value: $1,145

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

+11.9%

FCF CAGR

-1.7%

FCF margin

10.2%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.05B · net income $362.6M · FCF $310.4M

2022-FY → 2025-FY

Gross margin

65.1%-1.6% pts

Operating margin

22.0%-1.9% pts

Net margin

11.9%-4.6% pts

FCF margin

10.2%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.05B$3.05B$2.67B$2.32B$2.18B
Net Income$362.6M$362.6M$469.7M$409.4M$359.4M
EBITDA$730.4M$730.4M$719.5M$675.5M$598.3M
EPS——122.60107.1292.93
Gross Margin65.1%65.1%67.3%68.7%66.7%
Operating Margin22.0%22.0%23.9%25.6%23.9%
Net Margin11.9%11.9%17.6%17.7%16.5%
Balance Sheet
Debt/Equity——0.02——
Current Ratio6.866.86———
Cash Flow
Free Cash Flow$310.4M$310.4M$508.5M$367.9M$326.7M
Returns
ROE12.1%12.1%16.5%17.2%18.6%
Valuation
P/E12.0912.0911.2411.5211.77
EV/EBITDA2.472.473.893.894.19
P/B1.461.461.851.992.19
Growth & Yield
Revenue Growth14.4%14.4%15.3%6.1%—
EPS Growth——14.5%15.3%—
Dividend Yield1.8%1.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -19.0%

Total return

-19.0%

Start / end P/E

n/dx → n/dx

EPS bridge

122.60 → n/d

Residual

-20.8%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term-20.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.