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4384.T$1890.00+0.00%
Fair $1890.00+0.0%

4384.T

Raksul Inc.

Industrials / Specialty Business ServicesTokyo

$1890.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1890.00Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 67.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

48/100

C

Piotroski

6/9

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 · 4384.TLocal privado en este navegador · Raksul 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

$112.6B

P/E

35.6x

↑

EV/EBITDA

23.3x

↑

ROE

13.5%

↑

Gross Margin

33.6%

↑

Debt/Equity

1.17

↑
52-Week Range$1890
$1002$2120

TradingView lightweight chart

4384.T price, volumen y niveles de valoración

Último $1,890Periodo +89.1%
Fair value: $1,890

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+19.1%

FCF CAGR

+15.3%

FCF margin

4.2%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $51.12B · net income $2.12B · FCF $2.14B

2021-FY → 2024-FY

Gross margin

33.6%+10.0% pts

Operating margin

4.9%+4.2% pts

Net margin

4.1%+3.6% pts

FCF margin

4.2%-0.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$51.12B$51.12B$41.02B$33.98B$30.26B
Net Income$2.12B$2.12B$1.33B$1.02B$160.0M
EBITDA$5.04B$5.04B$3.28B$1.00B$335.8M
EPS34.5234.5221.5616.47—
Gross Margin33.6%33.6%30.0%28.8%23.6%
Operating Margin4.9%4.9%4.3%1.4%0.7%
Net Margin4.1%4.1%3.2%3.0%0.5%
Balance Sheet
Debt/Equity1.171.170.861.501.25
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$2.14B$2.14B$2.75B$688.0M$1.40B
Returns
ROE13.5%13.5%9.6%11.0%2.0%
Valuation
P/E35.5935.5963.6474.26—
EV/EBITDA23.2623.2624.9475.69439.67
P/B7.407.406.088.1418.89
Growth & Yield
Revenue Growth24.6%24.6%20.7%12.3%—
EPS Growth60.1%60.1%30.9%——
Dividend Yield0.2%0.2%———

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

69.4%

muy exigente

EPS terminal req.

$167.71

Spread vs growth

-9.3%

5Y implied EPS CAGR

42.5%

muy exigente

EPS terminal req.

$202.92

Spread vs growth

17.6%

10Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$326.81

Spread vs growth

34.9%

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 +61.7%

Total return

+61.7%

Start / end P/E

54.3x → 54.8x

EPS bridge

21.56 → 34.52

Residual

+0.5%

EPS growth+60.1%
Multiple rerating+0.9%
Dividend+0.2%
Residual / FX / buybacks / cross-term+0.5%

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.