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5868.T$936.00-0.11%
Fair $936.00+0.0%

5868.T

5868.T

Technology / Information Technology ServicesTokyo

$936.00

-1.00 (-0.11%)

Fairly Valued+0.0%Fair Value $936.00Fund rank 36/100 · Data gapFallback financials|
SA 57/C
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 $319.4M · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

57/100

C

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 · 5868.TLocal privado en este navegador · 5868.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

$3.5B

P/E

11.1x

↓

EV/EBITDA

4.0x

↓

ROE

10.7%

↑

Gross Margin

34.2%

↑

Debt/Equity

0.26

↑
52-Week Range$936
$840$1223

TradingView lightweight chart

5868.T price, volumen y niveles de valoración

Último $936.00Periodo -25.5%
Fair value: $936.00

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

+9.9%

FCF CAGR

+14.1%

FCF margin

6.7%

FCF / Net income

1.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.19B · net income $317.7M · FCF $616.5M

2022-FY → 2025-FY

Gross margin

34.2%-4.2% pts

Operating margin

5.7%-4.3% pts

Net margin

3.5%-3.1% pts

FCF margin

6.7%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.19B$9.19B$7.80B$7.18B$6.93B
Net Income$317.7M$317.7M$278.0M$289.0M$453.1M
EBITDA$576.3M$576.3M$506.3M$538.8M$818.0M
EPS——73.67106.01174.28
Gross Margin34.2%34.2%36.4%37.2%38.3%
Operating Margin5.7%5.7%5.5%6.7%10.0%
Net Margin3.5%3.5%3.6%4.0%6.5%
Balance Sheet
Debt/Equity0.260.260.210.511.20
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$616.5M$616.5M$319.4M$167.1M$415.3M
Returns
ROE10.7%10.7%10.1%12.5%42.2%
Valuation
P/E11.1411.149.7910.91—
EV/EBITDA3.993.992.704.09—
P/B1.181.180.991.36—
Growth & Yield
Revenue Growth17.8%17.8%8.7%3.6%—
EPS Growth——-30.5%-39.2%—
Dividend Yield4.3%4.3%———

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 +8.9%

Total return

+8.9%

Start / end P/E

n/dx → n/dx

EPS bridge

73.67 → n/d

Residual

+4.6%

EPS growthn/d
Multiple reratingn/d
Dividend+4.3%
Residual / FX / buybacks / cross-term+4.6%

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.