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4736.T$573.00-7.46%
Fair $573.00+0.0%

4736.T

Nippon RAD Inc.

Technology / Information Technology ServicesTokyo

$573.00

-47.00 (-7.46%)

Fairly Valued+0.0%Fair Value $573.00Fund rank 27/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 $-47.0M · quality 48.0/100

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

56/100

C

Piotroski

6/9

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 · 4736.TLocal privado en este navegador · Nippon RAD 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

$3.0B

P/E

18.4x

↓

EV/EBITDA

1.9x

↓

ROE

12.3%

↑

Gross Margin

25.6%

↓

Debt/Equity

0.00

↓
52-Week Range$573
$539$941

TradingView lightweight chart

4736.T price, volumen y niveles de valoración

Último $583.00Periodo -78.8%
Fair value: $573.00

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

+9.5%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-0.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.36B · net income $417.2M · FCF $-113.1M

2022-FY → 2025-FY

Gross margin

25.6%+7.2% pts

Operating margin

7.3%+5.6% pts

Net margin

9.6%+9.0% pts

FCF margin

-2.6%-7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.36B$4.36B$3.98B$3.56B$3.31B
Net Income$417.2M$417.2M$327.9M$140.7M$19.1M
EBITDA$456.8M$456.8M$373.7M$206.0M$85.4M
EPS79.0879.0863.0126.703.62
Gross Margin25.6%25.6%23.6%19.7%18.4%
Operating Margin7.3%7.3%6.7%2.4%1.7%
Net Margin9.6%9.6%8.2%4.0%0.6%
Balance Sheet
Debt/Equity0.000.000.000.050.10
Current Ratio4.094.09———
Cash Flow
Free Cash Flow$-113.1M$-113.1M$316.2M$-47.0M$160.6M
Returns
ROE12.3%12.3%11.2%5.4%0.8%
Valuation
P/E18.3718.3715.1718.28144.48
EV/EBITDA1.851.857.291.003.90
P/B0.890.891.700.981.09
Growth & Yield
Revenue Growth9.3%9.3%12.1%7.3%—
EPS Growth25.5%25.5%136.0%637.6%—
Dividend Yield1.7%1.7%———

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

-13.7%

fácil

EPS terminal req.

$50.84

Spread vs growth

39.2%

5Y implied EPS CAGR

-4.9%

fácil

EPS terminal req.

$61.52

Spread vs growth

30.4%

10Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$99.08

Spread vs growth

23.2%

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 -17.0%

Total return

-17.0%

Start / end P/E

11.4x → 7.4x

EPS bridge

63.01 → 79.08

Residual

-9.0%

EPS growth+25.5%
Multiple rerating-35.2%
Dividend+1.7%
Residual / FX / buybacks / cross-term-9.0%

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.