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4480.T$2175.00+0.74%
Fair $2175.00+0.0%

4480.T

Medley, Inc.

Healthcare / Health Information ServicesTokyo

$2175.00

+16.00 (+0.74%)

Fairly Valued+0.0%Fair Value $2175.00Fund rank 35/100 · Data gapFallback financials|
SA 43/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 $3.0B · quality 68.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

43/100

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 · 4480.TLocal privado en este navegador · Medley, 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

$65.3B

P/E

71.5x

↑

EV/EBITDA

15.4x

↑

ROE

6.6%

↑

Gross Margin

63.0%

↑

Debt/Equity

1.09

↑
52-Week Range$2175
$1715$3550

TradingView lightweight chart

4480.T price, volumen y niveles de valoración

Último $2,175Periodo +73.3%
Fair value: $2,175

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

+37.4%

FCF CAGR

+22.3%

FCF margin

8.1%

FCF / Net income

3.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.79B · net income $975.0M · FCF $2.99B

2022-FY → 2025-FY

Gross margin

63.0%-5.5% pts

Operating margin

5.8%-3.2% pts

Net margin

2.7%-4.5% pts

FCF margin

8.1%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.79B$36.79B$29.30B$20.53B$14.19B
Net Income$975.0M$975.0M$2.80B$2.57B$1.02B
EBITDA$5.01B$5.01B$5.81B$4.47B$2.10B
EPS30.4730.4785.6278.5531.16
Gross Margin63.0%63.0%64.6%66.2%68.5%
Operating Margin5.8%5.8%7.9%13.0%9.1%
Net Margin2.7%2.7%9.5%12.5%7.2%
Balance Sheet
Debt/Equity1.091.090.750.090.16
Current Ratio1.361.36———
Cash Flow
Free Cash Flow$2.99B$2.99B$2.16B$3.47B$1.64B
Returns
ROE6.6%6.6%13.8%14.6%6.7%
Valuation
P/E71.4571.4544.7952.58121.47
EV/EBITDA15.3915.3920.9127.1153.06
P/B4.704.706.207.698.19
Growth & Yield
Revenue Growth25.5%25.5%42.7%44.7%—
EPS Growth-64.4%-64.4%9.0%152.1%—

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

85.0%

muy exigente

EPS terminal req.

$193.00

Spread vs growth

-149.4%

5Y implied EPS CAGR

50.3%

muy exigente

EPS terminal req.

$233.52

Spread vs growth

-114.7%

10Y implied EPS CAGR

28.6%

muy exigente

EPS terminal req.

$376.09

Spread vs growth

-93.0%

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 -29.4%

Total return

-29.4%

Start / end P/E

36.0x → 71.4x

EPS bridge

85.62 → 30.47

Residual

-63.4%

EPS growth-64.4%
Multiple rerating+98.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-63.4%

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.