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4847.T$929.00-1.28%
Fair $929.00+0.0%

4847.T

Intelligent Wave Inc.

Technology / Software - InfrastructureTokyo

$929.00

-12.00 (-1.28%)

Fairly Valued+0.0%Fair Value $929.00Fund rank 33/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 $1.2B · quality 64.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

51/100

C

Piotroski

3/9

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 · 4847.TLocal privado en este navegador · Intelligent Wave 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

$24.3B

P/E

18.1x

↓

EV/EBITDA

5.4x

↓

ROE

14.2%

↑

Gross Margin

29.9%

↓

Debt/Equity

0.00

↓
52-Week Range$929
$904$1145

TradingView lightweight chart

4847.T price, volumen y niveles de valoración

Último $929.00Periodo +123766.7%
Fair value: $929.00

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

+10.7%

FCF CAGR

—

FCF margin

16.6%

FCF / Net income

1.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.60B · net income $1.35B · FCF $2.59B

2022-FY → 2025-FY

Gross margin

29.9%-2.3% pts

Operating margin

11.9%-1.4% pts

Net margin

8.7%-0.5% pts

FCF margin

16.6%+17.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.60B$15.60B$14.52B$13.37B$11.49B
Net Income$1.35B$1.35B$1.42B$1.17B$1.06B
EBITDA$3.29B$3.29B$3.17B$2.53B$2.35B
EPS51.5551.5554.1944.3440.16
Gross Margin29.9%29.9%32.4%31.9%32.2%
Operating Margin11.9%11.9%14.0%11.6%13.2%
Net Margin8.7%8.7%9.8%8.7%9.2%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$2.59B$2.59B$1.21B$1.13B$-52.0M
Returns
ROE14.2%14.2%15.4%13.2%13.1%
Valuation
P/E18.0818.0820.9417.0019.87
EV/EBITDA5.445.447.865.997.26
P/B2.572.573.232.252.61
Growth & Yield
Revenue Growth7.4%7.4%8.5%16.4%—
EPS Growth-4.9%-4.9%22.2%10.4%—
Dividend Yield3.9%3.9%———

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

16.9%

exigente

EPS terminal req.

$82.43

Spread vs growth

-21.8%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$99.74

Spread vs growth

-19.0%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$160.64

Spread vs growth

-16.9%

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 -8.2%

Total return

-8.2%

Start / end P/E

19.5x → 18.0x

EPS bridge

54.19 → 51.55

Residual

+0.4%

EPS growth-4.9%
Multiple rerating-7.6%
Dividend+3.9%
Residual / FX / buybacks / cross-term+0.4%

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.