StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4373.T$1122.00-0.27%
Fair $1122.00+0.0%

4373.T

Simplex Holdings, Inc.

Technology / Information Technology ServicesTokyo

$1122.00

-3.00 (-0.27%)

Fairly Valued+0.0%Fair Value $1122.00Fund rank 37/100 · Data gapFallback financials|
SA 70/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.3B · 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 81/100Data 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

70/100

B

Piotroski

7/9

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 · 4373.TLocal privado en este navegador · Simplex 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

$251.0B

P/E

24.7x

↑

EV/EBITDA

20.1x

↑

ROE

15.9%

↑

Gross Margin

41.4%

↑

Debt/Equity

0.38

↑
52-Week Range$1122
$758$1225

TradingView lightweight chart

4373.T price, volumen y niveles de valoración

Último $1,119Periodo +117.3%
Fair value: $1,122

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

+15.7%

FCF CAGR

+5.7%

FCF margin

18.5%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.39B · net income $7.78B · FCF $8.76B

2022-FY → 2025-FY

Gross margin

41.4%-1.1% pts

Operating margin

22.8%+2.0% pts

Net margin

16.4%+2.7% pts

FCF margin

18.5%-5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.39B$47.39B$40.71B$34.95B$30.58B
Net Income$7.78B$7.78B$6.19B$5.43B$4.21B
EBITDA$13.56B$13.56B$11.11B$9.55B$8.11B
EPS32.5632.5625.8722.8117.93
Gross Margin41.4%41.4%42.9%41.8%42.6%
Operating Margin22.8%22.8%21.7%21.3%20.8%
Net Margin16.4%16.4%15.2%15.5%13.8%
Balance Sheet
Debt/Equity0.380.380.480.510.58
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$8.76B$8.76B$7.34B$3.25B$7.42B
Returns
ROE15.9%15.9%13.2%12.9%11.3%
Valuation
P/E24.7524.7526.2826.3129.66
EV/EBITDA20.1020.1015.4615.8516.33
P/B5.485.483.463.403.34
Growth & Yield
Revenue Growth16.4%16.4%16.5%14.3%—
EPS Growth25.9%25.9%13.4%27.2%—
Dividend Yield2.1%2.1%———

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

45.1%

muy exigente

EPS terminal req.

$99.56

Spread vs growth

-19.3%

5Y implied EPS CAGR

29.9%

muy exigente

EPS terminal req.

$120.47

Spread vs growth

-4.0%

10Y implied EPS CAGR

19.5%

exigente

EPS terminal req.

$194.01

Spread vs growth

6.3%

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 +28.6%

Total return

+28.6%

Start / end P/E

34.2x → 34.4x

EPS bridge

25.87 → 32.56

Residual

+0.1%

EPS growth+25.9%
Multiple rerating+0.5%
Dividend+2.1%
Residual / FX / buybacks / cross-term+0.1%

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.