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4450.T$1920.00-0.26%
Fair $1920.00+0.0%

4450.T

Power Solutions, Ltd.

Technology / Information Technology ServicesTokyo

$1920.00

-5.00 (-0.26%)

Fairly Valued+0.0%Fair Value $1920.00Fund rank 27/100 · Data gapFallback financials|
SA 58/C
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-281.3M · quality 48.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

58/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4450.TLocal privado en este navegador · Power Solutions, 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

$6.0B

P/E

15.6x

↓

EV/EBITDA

5.7x

↓

ROE

10.9%

↑

Gross Margin

34.3%

↑

Debt/Equity

0.17

↓
52-Week Range$1920
$1319$2630

TradingView lightweight chart

4450.T price, volumen y niveles de valoración

Último $1,920Periodo -21.8%
Fair value: $1,920

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

+15.1%

FCF CAGR

+35.6%

FCF margin

13.2%

FCF / Net income

2.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.10B · net income $388.1M · FCF $1.07B

2022-FY → 2025-FY

Gross margin

34.3%+0.8% pts

Operating margin

8.8%-0.1% pts

Net margin

4.8%-1.2% pts

FCF margin

13.2%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.10B$8.10B$6.75B$5.93B$5.31B
Net Income$388.1M$388.1M$327.5M$446.5M$318.3M
EBITDA$804.1M$804.1M$603.9M$697.6M$559.0M
EPS——107.67148.99108.05
Gross Margin34.3%34.3%33.4%33.8%33.5%
Operating Margin8.8%8.8%7.8%8.0%8.9%
Net Margin4.8%4.8%4.9%7.5%6.0%
Balance Sheet
Debt/Equity0.170.170.220.30—
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$1.07B$1.07B$-309.7M$-281.3M$427.2M
Returns
ROE10.9%10.9%10.3%16.0%13.9%
Valuation
P/E15.6115.6110.618.3911.29
EV/EBITDA5.665.664.383.964.02
P/B1.681.681.091.341.57
Growth & Yield
Revenue Growth20.0%20.0%13.8%11.6%—
EPS Growth——-27.7%37.9%—
Dividend Yield1.4%1.4%———

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 +42.0%

Total return

+42.0%

Start / end P/E

n/dx → n/dx

EPS bridge

107.67 → n/d

Residual

+40.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term+40.7%

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.