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4490.T$652.00-3.14%
Fair $652.00+0.0%

4490.T

VisasQ Inc.

Industrials / Consulting ServicesTokyo

$652.00

-21.00 (-3.14%)

Fairly Valued+0.0%Fair Value $652.00Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 7/9
High Debt

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $656.7M · quality 38.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

39/100

D

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: 1unknown: 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. Debt-to-Equity ratio is 3.45, above the 2.0 threshold
Thesis & Journal · 4490.TLocal privado en este navegador · VisasQ 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

$6.0B

P/E

9.7x

↓

EV/EBITDA

4.8x

↓

ROE

55.1%

↑

Gross Margin

N/A

•

Debt/Equity

3.45

↑
52-Week Range$652
$445$847

TradingView lightweight chart

4490.T price, volumen y niveles de valoración

Último $648.00Periodo -51.5%
Fair value: $652.00

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

+38.2%

FCF CAGR

+61.4%

FCF margin

6.5%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.78B · net income $477.2M · FCF $637.3M

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

12.5%+15.6% pts

Net margin

4.9%+17.7% pts

FCF margin

6.5%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.78B$9.78B$8.97B$8.38B$3.70B
Net Income$477.2M$477.2M$-12.64B$75.9M$-475.6M
EBITDA$909.7M$909.7M$-13.09B$1.12B$-111.4M
EPS22.5822.58-1404.5720.93-63.20
Operating Margin12.5%12.5%-0.7%0.1%-3.0%
Net Margin4.9%4.9%-140.9%0.9%-12.8%
Balance Sheet
Debt/Equity3.453.4510.920.300.41
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$637.3M$637.3M$656.7M$1.28B$151.5M
Returns
ROE55.1%55.1%-4181.3%0.6%-4.7%
Valuation
P/E9.719.71—81.22—
EV/EBITDA4.844.84—13.59—
P/B6.966.9627.541.282.95
Growth & Yield
Revenue Growth9.1%9.1%7.0%126.3%—
EPS Growth101.6%101.6%-6810.8%133.1%—

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

36.8%

muy exigente

EPS terminal req.

$57.85

Spread vs growth

64.8%

5Y implied EPS CAGR

25.4%

muy exigente

EPS terminal req.

$70.00

Spread vs growth

76.2%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$112.74

Spread vs growth

84.2%

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 -20.5%

Total return

-20.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1404.57 → 22.58

Residual

-20.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-20.5%

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.