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4413.T$2507.00+3.30%
Fair $2507.00+0.0%

4413.T

baudroie,inc.

Technology / Information Technology ServicesTokyo

$2507.00

+80.00 (+3.30%)

Fairly Valued+0.0%Fair Value $2507.00Fund rank 37/100 · Data gapFallback financials|
SA 56/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 82.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

56/100

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 · 4413.TLocal privado en este navegador · baudroie,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

$78.2B

P/E

30.9x

↑

EV/EBITDA

20.7x

↑

ROE

31.8%

↑

Gross Margin

34.4%

↑

Debt/Equity

0.33

↑
52-Week Range$2507
$1693$3450

TradingView lightweight chart

4413.T price, volumen y niveles de valoración

Último $2,507Periodo +345.7%
Fair value: $2,507

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+49.2%

FCF CAGR

+49.7%

FCF margin

16.3%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.42B · net income $2.46B · FCF $2.85B

2023-FY → 2026-FY

Gross margin

34.4%-1.4% pts

Operating margin

19.5%+0.9% pts

Net margin

14.1%-1.0% pts

FCF margin

16.3%+0.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$17.42B$17.42B$11.65B$7.33B$5.24B
Net Income$2.46B$2.46B$1.80B$1.16B$794.0M
EBITDA$3.68B$3.68B$2.72B$1.67B$1.13B
EPS——56.2736.3524.82
Gross Margin34.4%34.4%36.6%36.9%35.8%
Operating Margin19.5%19.5%21.1%21.6%18.6%
Net Margin14.1%14.1%15.4%15.8%15.1%
Balance Sheet
Debt/Equity0.330.330.390.300.16
Current Ratio1.671.67———
Cash Flow
Free Cash Flow$2.85B$2.85B$1.91B$1.09B$849.1M
Returns
ROE31.8%31.8%39.4%27.3%21.1%
Valuation
P/E30.8630.8644.3849.4539.95
EV/EBITDA20.7420.7428.7432.6225.01
P/B10.1310.1317.4713.508.43
Growth & Yield
Revenue Growth49.6%49.6%58.9%39.8%—
EPS Growth——54.8%46.5%—
Dividend Yield0.4%0.4%———

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 -21.9%

Total return

-21.9%

Start / end P/E

n/dx → n/dx

EPS bridge

56.27 → n/d

Residual

-22.3%

EPS growthn/d
Multiple reratingn/d
Dividend+0.4%
Residual / FX / buybacks / cross-term-22.3%

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.