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4832.T$1944.00-1.32%
Fair $1944.00+0.0%

4832.T

JFE Systems, Inc.

Technology / Information Technology ServicesTokyo

$1944.00

-26.00 (-1.32%)

Fairly Valued+0.0%Fair Value $1944.00Fund rank 39/100 · Data gapFallback financials|
SA 64/B
F-Score: 4/9

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 $6.4B · quality 84.0/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

4/9

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 · 4832.TLocal privado en este navegador · JFE Systems, 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

$61.1B

P/E

14.3x

↓

EV/EBITDA

3.9x

↓

ROE

16.5%

↑

Gross Margin

23.6%

↓

Debt/Equity

0.11

↓
52-Week Range$1944
$1656$2469

TradingView lightweight chart

4832.T price, volumen y niveles de valoración

Último $1,944Periodo +374.1%
Fair value: $1,944

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

+8.3%

FCF CAGR

+24.7%

FCF margin

11.6%

FCF / Net income

1.36x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $63.97B · net income $5.44B · FCF $7.42B

2022-FY → 2025-FY

Gross margin

23.6%+0.8% pts

Operating margin

11.9%+0.7% pts

Net margin

8.5%+1.1% pts

FCF margin

11.6%+4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$63.97B$63.97B$62.03B$56.47B$50.39B
Net Income$5.44B$5.44B$4.97B$4.32B$3.72B
EBITDA$10.28B$10.28B$9.88B$8.77B$8.07B
EPS173.27173.27158.19137.65118.56
Gross Margin23.6%23.6%23.8%22.1%22.8%
Operating Margin11.9%11.9%11.9%11.1%11.1%
Net Margin8.5%8.5%8.0%7.7%7.4%
Balance Sheet
Debt/Equity0.110.110.070.060.08
Current Ratio3.903.90———
Cash Flow
Free Cash Flow$7.42B$7.42B$6.36B$4.95B$3.82B
Returns
ROE16.5%16.5%17.1%16.7%16.1%
Valuation
P/E14.3214.3212.119.4710.25
EV/EBITDA3.943.945.554.384.71
P/B1.851.852.071.581.65
Growth & Yield
Revenue Growth3.1%3.1%9.8%12.1%—
EPS Growth9.5%9.5%14.9%16.1%—
Dividend Yield3.5%3.5%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$172.50

Spread vs growth

9.7%

5Y implied EPS CAGR

3.8%

fácil

EPS terminal req.

$208.72

Spread vs growth

5.7%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$336.15

Spread vs growth

2.7%

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 +19.5%

Total return

+19.5%

Start / end P/E

10.6x → 11.2x

EPS bridge

158.19 → 173.27

Residual

+0.6%

EPS growth+9.5%
Multiple rerating+5.9%
Dividend+3.5%
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.