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5036.T$1707.00+1.67%
Fair $1707.00+0.0%

5036.T

Japan Business Systems, Inc.

Technology / Software - InfrastructureTokyo

$1707.00

+28.00 (+1.67%)

Fairly Valued+0.0%Fair Value $1707.00Fund rank 23/100 · Data gapFallback financials|
SA 59/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-4.7B · quality 40.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

59/100

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 · 5036.TLocal privado en este navegador · Japan Business 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

$76.9B

P/E

11.9x

↓

EV/EBITDA

11.4x

↓

ROE

20.7%

↑

Gross Margin

10.4%

↓

Debt/Equity

0.87

↑
52-Week Range$1707
$1327$1924

TradingView lightweight chart

5036.T price, volumen y niveles de valoración

Último $1,707Periodo +67.1%
Fair value: $1,707

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

+26.0%

FCF CAGR

—

FCF margin

-1.9%

FCF / Net income

-0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $172.58B · net income $5.63B · FCF $-3.32B

2022-FY → 2025-FY

Gross margin

10.4%-2.2% pts

Operating margin

10.4%+5.7% pts

Net margin

3.3%+0.2% pts

FCF margin

-1.9%-2.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$172.58B$172.58B$140.86B$112.80B$86.33B
Net Income$5.63B$5.63B$1.51B$3.35B$2.65B
EBITDA$8.69B$8.69B$3.98B$5.15B$4.68B
EPS——31.7470.4465.97
Gross Margin10.4%10.4%10.3%11.6%12.6%
Operating Margin10.4%10.4%10.3%3.7%4.7%
Net Margin3.3%3.3%1.1%3.0%3.1%
Balance Sheet
Debt/Equity0.870.870.870.580.32
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$-3.32B$-3.32B$-7.85B$-4.73B$711.0M
Returns
ROE20.7%20.7%6.7%15.1%13.4%
Valuation
P/E11.8611.8631.8217.2518.67
EV/EBITDA11.3511.3516.2212.6810.30
P/B2.862.862.122.602.51
Growth & Yield
Revenue Growth22.5%22.5%24.9%30.7%—
EPS Growth——-54.9%6.8%—
Dividend Yield3.3%3.3%———

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 +25.3%

Total return

+25.3%

Start / end P/E

n/dx → n/dx

EPS bridge

31.74 → n/d

Residual

+21.9%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term+21.9%

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.