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4754.T$1490.00-1.19%
Fair $1490.00+0.0%

4754.T

TOSNET Corporation

Industrials / Security & Protection ServicesTokyo

$1490.00

-18.00 (-1.19%)

Fairly Valued+0.0%Fair Value $1490.00Fund rank 36/100 · Data gapFallback financials|
SA 54/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $925.9M · quality 73.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

54/100

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 · 4754.TLocal privado en este navegador · TOSNET Corporation
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

$6.9B

P/E

12.9x

↓

EV/EBITDA

1.3x

↓

ROE

8.9%

↑

Gross Margin

33.2%

↑

Debt/Equity

0.11

↓
52-Week Range$1490
$1352$1879

TradingView lightweight chart

4754.T price, volumen y niveles de valoración

Último $1,490Periodo +186.5%
Fair value: $1,490

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

+5.9%

FCF CAGR

+33.7%

FCF margin

4.7%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.91B · net income $757.7M · FCF $561.4M

2022-FY → 2025-FY

Gross margin

33.2%-0.9% pts

Operating margin

7.2%+0.3% pts

Net margin

6.4%+1.4% pts

FCF margin

4.7%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.91B$11.91B$11.56B$10.94B$10.03B
Net Income$757.7M$757.7M$891.6M$576.8M$498.7M
EBITDA$1.37B$1.37B$1.61B$1.09B$963.7M
EPS———121.94105.43
Gross Margin33.2%33.2%32.9%33.5%34.0%
Operating Margin7.2%7.2%6.8%7.3%6.9%
Net Margin6.4%6.4%7.7%5.3%5.0%
Balance Sheet
Debt/Equity0.110.110.130.190.17
Current Ratio4.824.82———
Cash Flow
Free Cash Flow$561.4M$561.4M$964.7M$925.9M$234.8M
Returns
ROE8.9%8.9%11.2%8.0%7.5%
Valuation
P/E12.9512.95—10.147.88
EV/EBITDA1.261.260.601.620.51
P/B0.810.810.720.810.59
Growth & Yield
Revenue Growth3.0%3.0%5.7%9.0%—
EPS Growth———15.7%—
Dividend Yield2.5%2.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +10.4%

Total return

+10.4%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+8.0%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term+8.0%

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.