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4743.T$1642.00+0.31%
Fair $1642.00+0.0%

4743.T

ITFOR Inc.

Technology / Information Technology ServicesTokyo

$1642.00

+5.00 (+0.31%)

Fairly Valued+0.0%Fair Value $1642.00Fund rank 32/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 61.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 74/100Data 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

40/100

C

Piotroski

5/9

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 · 4743.TLocal privado en este navegador · ITFOR 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

$43.5B

P/E

15.7x

↓

EV/EBITDA

10.1x

↓

ROE

15.3%

↑

Gross Margin

38.3%

↑

Debt/Equity

N/A

•
52-Week Range$1642
$1405$1755

TradingView lightweight chart

4743.T price, volumen y niveles de valoración

Último $1,642Periodo +343.8%
Fair value: $1,642

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

+6.5%

FCF CAGR

-4.2%

FCF margin

10.5%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.55B · net income $2.91B · FCF $2.16B

2022-FY → 2025-FY

Gross margin

38.3%+2.1% pts

Operating margin

17.2%-0.6% pts

Net margin

14.2%+1.8% pts

FCF margin

10.5%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.55B$20.55B$20.65B$18.32B$17.02B
Net Income$2.91B$2.91B$2.77B$2.29B$2.11B
EBITDA$3.89B$3.89B$4.12B$3.63B$3.39B
EPS108.05108.05101.5282.7476.55
Gross Margin38.3%38.3%37.5%36.8%36.2%
Operating Margin17.2%17.2%18.1%17.6%17.8%
Net Margin14.2%14.2%13.4%12.5%12.4%
Balance Sheet
Current Ratio3.303.30———
Cash Flow
Free Cash Flow$2.16B$2.16B$2.43B$1.17B$2.45B
Returns
ROE15.3%15.3%14.7%13.3%13.5%
Valuation
P/E15.7515.7513.7910.2210.24
EV/EBITDA10.1010.108.225.465.31
P/B2.332.332.031.361.39
Growth & Yield
Revenue Growth-0.5%-0.5%12.7%7.6%—
EPS Growth6.4%6.4%22.7%8.1%—
Dividend Yield4.9%4.9%———

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

10.5%

razonable

EPS terminal req.

$145.70

Spread vs growth

-4.0%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$176.30

Spread vs growth

-3.9%

10Y implied EPS CAGR

10.1%

razonable

EPS terminal req.

$283.93

Spread vs growth

-3.7%

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 +21.2%

Total return

+21.2%

Start / end P/E

13.9x → 15.2x

EPS bridge

101.52 → 108.05

Residual

+0.6%

EPS growth+6.4%
Multiple rerating+9.3%
Dividend+4.9%
Residual / FX / buybacks / cross-term+0.6%

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.