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4820.T$487.00+0.62%
Fair $487.00+0.0%

4820.T

EM Systems Co., Ltd.

Healthcare / Health Information ServicesTokyo

$487.00

+3.00 (+0.62%)

Fairly Valued+0.0%Fair Value $487.00Fund rank 33/100 · Data gapFallback financials|
SA 49/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $828.0M · quality 63.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

49/100

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 · 4820.TLocal privado en este navegador · EM Systems 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

$33.7B

P/E

13.8x

↓

EV/EBITDA

5.4x

↓

ROE

12.0%

↑

Gross Margin

50.2%

↑

Debt/Equity

0.03

↓
52-Week Range$487
$482$847

TradingView lightweight chart

4820.T price, volumen y niveles de valoración

Último $487.00Periodo +419.5%
Fair value: $487.00

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

+11.8%

FCF CAGR

-32.2%

FCF margin

2.7%

FCF / Net income

0.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.66B · net income $2.45B · FCF $627.0M

2022-FY → 2025-FY

Gross margin

50.2%+1.3% pts

Operating margin

15.6%+1.4% pts

Net margin

10.4%-0.8% pts

FCF margin

2.7%-9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.66B$23.66B$24.84B$20.36B$16.92B
Net Income$2.45B$2.45B$2.42B$1.96B$1.89B
EBITDA$4.92B$4.92B$5.27B$4.21B$3.76B
EPS35.3235.3234.4327.6826.66
Gross Margin50.2%50.2%54.6%48.7%48.9%
Operating Margin15.6%15.6%18.0%11.5%14.2%
Net Margin10.4%10.4%9.8%9.6%11.2%
Balance Sheet
Debt/Equity0.030.030.070.130.01
Current Ratio3.223.22———
Cash Flow
Free Cash Flow$627.0M$627.0M$5.08B$828.0M$2.02B
Returns
ROE12.0%12.0%11.8%9.6%9.7%
Valuation
P/E13.7813.7822.7125.8330.91
EV/EBITDA5.395.398.4810.3913.22
P/B1.661.662.682.473.00
Growth & Yield
Revenue Growth-4.7%-4.7%22.0%20.3%—
EPS Growth2.6%2.6%24.4%3.8%—
Dividend Yield4.8%4.8%———

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

7.0%

razonable

EPS terminal req.

$43.21

Spread vs growth

-4.4%

5Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$52.29

Spread vs growth

-5.6%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$84.21

Spread vs growth

-6.5%

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 -28.9%

Total return

-28.9%

Start / end P/E

21.3x → 13.8x

EPS bridge

34.43 → 35.32

Residual

-0.9%

EPS growth+2.6%
Multiple rerating-35.3%
Dividend+4.8%
Residual / FX / buybacks / cross-term-0.9%

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.