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4398.T$1250.00+0.47%
Fair $1250.00+0.0%

4398.T

BroadBand Security, Inc.

Technology / Information Technology ServicesTokyo

$1250.00

+6.00 (+0.47%)

Fairly Valued+0.0%Fair Value $1250.00Fund rank 36/100 · Data gapFallback financials|
SA 44/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $493.5M · quality 72.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

44/100

C

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 · 4398.TLocal privado en este navegador · BroadBand Security, 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

$5.5B

P/E

29.4x

↑

EV/EBITDA

10.5x

↓

ROE

6.8%

↑

Gross Margin

28.7%

↓

Debt/Equity

0.18

↓
52-Week Range$1250
$1200$1610

TradingView lightweight chart

4398.T price, volumen y niveles de valoración

Último $1,279Periodo -26.9%
Fair value: $1,250

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

+5.4%

FCF CAGR

-48.6%

FCF margin

1.7%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.10B · net income $142.7M · FCF $102.1M

2022-FY → 2025-FY

Gross margin

28.7%-1.6% pts

Operating margin

4.2%-5.5% pts

Net margin

2.3%-4.4% pts

FCF margin

1.7%-12.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.10B$6.10B$6.46B$5.90B$5.22B
Net Income$142.7M$142.7M$455.5M$416.5M$352.3M
EBITDA$430.1M$430.1M$914.4M$785.2M$767.9M
EPS32.2032.20102.5494.1679.31
Gross Margin28.7%28.7%32.1%30.1%30.3%
Operating Margin4.2%4.2%10.7%9.0%9.8%
Net Margin2.3%2.3%7.1%7.1%6.8%
Balance Sheet
Debt/Equity0.180.180.270.400.56
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$102.1M$102.1M$895.1M$493.5M$752.8M
Returns
ROE6.8%6.8%22.0%25.6%28.5%
Valuation
P/E29.4429.4416.1218.4915.74
EV/EBITDA10.4610.466.548.916.48
P/B2.632.633.554.734.48
Growth & Yield
Revenue Growth-5.5%-5.5%9.4%13.2%—
EPS Growth-68.6%-68.6%8.9%18.7%—
Dividend Yield1.3%1.3%———

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

51.0%

muy exigente

EPS terminal req.

$110.92

Spread vs growth

-119.6%

5Y implied EPS CAGR

33.0%

muy exigente

EPS terminal req.

$134.21

Spread vs growth

-101.6%

10Y implied EPS CAGR

21.0%

exigente

EPS terminal req.

$216.15

Spread vs growth

-89.6%

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 -3.7%

Total return

-3.7%

Start / end P/E

13.1x → 39.7x

EPS bridge

102.54 → 32.20

Residual

-139.1%

EPS growth-68.6%
Multiple rerating+202.8%
Dividend+1.3%
Residual / FX / buybacks / cross-term-139.1%

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.