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4659.T$4420.00-0.11%
Fair $4420.00+0.0%

4659.T

AJIS Co., Ltd.

Industrials / Specialty Business ServicesTokyo

$4420.00

-5.00 (-0.11%)

Fairly Valued+0.0%Fair Value $4420.00Fund rank 36/100 · Data gapFallback financials|
SA 64/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 76.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

64/100

B

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 · 4659.TLocal privado en este navegador · AJIS 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

$37.3B

P/E

18.2x

↑

EV/EBITDA

5.8x

↓

ROE

8.4%

↑

Gross Margin

25.7%

↑

Debt/Equity

0.01

↓
52-Week Range$4420
$2570$4455

TradingView lightweight chart

4659.T price, volumen y niveles de valoración

Último $4,420Periodo +240.0%
Fair value: $4,420

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

+9.1%

FCF CAGR

+11.3%

FCF margin

5.7%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.96B · net income $2.10B · FCF $1.92B

2022-FY → 2025-FY

Gross margin

25.7%-6.9% pts

Operating margin

8.9%-6.1% pts

Net margin

6.2%-2.4% pts

FCF margin

5.7%+0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.96B$33.96B$30.00B$26.06B$26.18B
Net Income$2.10B$2.10B$1.91B$1.87B$2.25B
EBITDA$3.71B$3.71B$2.96B$3.12B$3.85B
EPS249.63249.63226.78222.15267.40
Gross Margin25.7%25.7%25.6%28.3%32.5%
Operating Margin8.9%8.9%8.4%10.8%15.0%
Net Margin6.2%6.2%6.4%7.2%8.6%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio3.723.72———
Cash Flow
Free Cash Flow$1.92B$1.92B$1.67B$2.70B$1.39B
Returns
ROE8.4%8.4%8.1%8.4%10.8%
Valuation
P/E18.1618.1611.0710.708.74
EV/EBITDA5.785.782.471.281.39
P/B1.491.490.900.900.94
Growth & Yield
Revenue Growth13.2%13.2%15.1%-0.4%—
EPS Growth10.1%10.1%2.1%-16.9%—
Dividend Yield2.1%2.1%———

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

16.3%

exigente

EPS terminal req.

$392.20

Spread vs growth

-6.2%

5Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$474.56

Spread vs growth

-3.6%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$764.29

Spread vs growth

-1.8%

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 +70.8%

Total return

+70.8%

Start / end P/E

11.6x → 17.7x

EPS bridge

226.78 → 249.63

Residual

+5.4%

EPS growth+10.1%
Multiple rerating+53.2%
Dividend+2.1%
Residual / FX / buybacks / cross-term+5.4%

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.