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4442.T$405.00+0.00%
Fair $405.00+0.0%

4442.T

Valtes Holdings Co.,Ltd.

Technology / Information Technology ServicesTokyo

$405.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $405.00Fund rank 35/100 · Data gapFallback financials|
SA 60/B
F-Score: 5/9

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 $400.6M · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

60/100

B

Piotroski

5/9

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 · 4442.TLocal privado en este navegador · Valtes Holdings Co.,Ltd.
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

$8.0B

P/E

14.0x

↓

EV/EBITDA

6.7x

↓

ROE

18.1%

↑

Gross Margin

29.7%

↓

Debt/Equity

0.49

↑
52-Week Range$405
$398$490

TradingView lightweight chart

4442.T price, volumen y niveles de valoración

Último $405.00Periodo -35.7%
Fair value: $405.00

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

+17.2%

FCF CAGR

-4.6%

FCF margin

3.7%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.80B · net income $589.1M · FCF $400.6M

2022-FY → 2025-FY

Gross margin

29.7%+1.9% pts

Operating margin

8.7%+0.2% pts

Net margin

5.5%-0.7% pts

FCF margin

3.7%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.80B$10.80B$10.36B$9.06B$6.71B
Net Income$589.1M$589.1M$516.7M$651.5M$413.8M
EBITDA$1.17B$1.17B$1.02B$1.09B$638.9M
EPS29.2029.2025.2431.8319.95
Gross Margin29.7%29.7%28.9%29.8%27.8%
Operating Margin8.7%8.7%8.1%10.7%8.5%
Net Margin5.5%5.5%5.0%7.2%6.2%
Balance Sheet
Debt/Equity0.490.490.350.070.11
Current Ratio2.092.09———
Cash Flow
Free Cash Flow$400.6M$400.6M$293.6M$729.1M$462.0M
Returns
ROE18.1%18.1%18.3%27.1%24.2%
Valuation
P/E14.0014.0019.9329.9125.93
EV/EBITDA6.706.709.3416.6014.98
P/B2.502.503.658.106.27
Growth & Yield
Revenue Growth4.2%4.2%14.4%35.1%—
EPS Growth15.7%15.7%-20.7%59.5%—
Dividend Yield1.0%1.0%———

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

7.2%

razonable

EPS terminal req.

$35.94

Spread vs growth

8.5%

5Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$43.48

Spread vs growth

7.4%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$70.03

Spread vs growth

6.5%

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 -0.7%

Total return

-0.7%

Start / end P/E

16.3x → 13.9x

EPS bridge

25.24 → 29.20

Residual

-2.4%

EPS growth+15.7%
Multiple rerating-15.0%
Dividend+1.0%
Residual / FX / buybacks / cross-term-2.4%

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.