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547A.T$449.00+0.45%
Fair $449.00+0.0%

547A.T

547A.T

Financial Services / Credit ServicesTokyo

$449.00

+2.00 (+0.45%)

Fairly Valued+0.0%Fair Value $449.00Fund rank 19/100 · Data gapFallback financials|
SA 33/D
F-Score: 3/9
High Debt

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 43.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

33/100

D

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Debt-to-Equity ratio is 3.62, above the 2.0 threshold
Thesis & Journal · 547A.TLocal privado en este navegador · 547A.T
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

$215.1B

P/E

7.7x

↓

EV/EBITDA

31.9x

↑

ROE

10.3%

↑

Gross Margin

94.8%

↑

Debt/Equity

3.62

↑
52-Week Range$449
$382$595

TradingView lightweight chart

547A.T price, volumen y niveles de valoración

Último $449.00Periodo -85.6%
Fair value: $449.00

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

+12.7%

FCF CAGR

—

FCF margin

-57.2%

FCF / Net income

-4.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $189.05B · net income $22.52B · FCF $-108.11B

2022-FY → 2025-FY

Gross margin

94.8%+0.3% pts

Operating margin

13.4%+4.9% pts

Net margin

11.9%+2.6% pts

FCF margin

-57.2%-42.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$189.05B$189.05B$163.11B$144.15B$132.09B
Net Income$22.52B$22.52B$21.82B$22.34B$12.33B
EBITDA$29.65B$29.65B$24.98B$27.32B$14.66B
EPS46.9146.9145.1046.1925.50
Gross Margin94.8%94.8%95.4%94.9%94.5%
Operating Margin13.4%13.4%12.9%16.5%8.5%
Net Margin11.9%11.9%13.4%15.5%9.3%
Balance Sheet
Debt/Equity3.623.623.363.193.12
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$-108.11B$-108.11B$-84.31B$-75.08B$-19.15B
Returns
ROE10.3%10.3%11.0%12.7%8.0%
Valuation
P/E7.697.6910.387.9513.96
EV/EBITDA31.8531.8533.4025.4541.48
P/B0.990.991.141.011.12
Growth & Yield
Revenue Growth15.9%15.9%13.2%9.1%—
EPS Growth4.0%4.0%-2.4%81.1%—
Dividend Yield8.9%8.9%———

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

-5.3%

fácil

EPS terminal req.

$39.84

Spread vs growth

9.3%

5Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$48.21

Spread vs growth

3.5%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$77.64

Spread vs growth

-1.2%

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 +24.4%

Total return

+24.4%

Start / end P/E

8.6x → 9.6x

EPS bridge

45.10 → 46.91

Residual

+0.4%

EPS growth+4.0%
Multiple rerating+11.0%
Dividend+8.9%
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.