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6035.T$726.00-0.70%
Fair $726.00+0.0%

6035.T

IR Japan Holdings, Ltd.

Industrials / Consulting ServicesTokyo

$726.00

-5.00 (-0.70%)

Fairly Valued+0.0%Fair Value $726.00Fund rank 34/100 · Data gapFallback financials|
SA 42/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $491.7M · quality 66.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

42/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 6035.TLocal privado en este navegador · IR Japan Holdings, Ltd.
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

$12.9B

P/E

14.3x

↓

EV/EBITDA

6.6x

↓

ROE

12.4%

↑

Gross Margin

78.4%

↑

Debt/Equity

0.04

↓
52-Week Range$726
$606$938

TradingView lightweight chart

6035.T price, volumen y niveles de valoración

Último $707.00Periodo +302.8%
Fair value: $726.00

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

-11.7%

FCF CAGR

-38.5%

FCF margin

8.5%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.78B · net income $698.9M · FCF $491.7M

2022-FY → 2025-FY

Gross margin

78.4%-6.4% pts

Operating margin

17.4%-24.1% pts

Net margin

12.1%-16.9% pts

FCF margin

8.5%-16.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.78B$5.78B$5.66B$6.01B$8.40B
Net Income$698.9M$698.9M$763.0M$671.9M$2.43B
EBITDA$1.35B$1.35B$1.39B$1.37B$3.74B
EPS——42.9537.83137.07
Gross Margin78.4%78.4%79.7%82.7%84.8%
Operating Margin17.4%17.4%18.9%18.6%41.5%
Net Margin12.1%12.1%13.5%11.2%29.0%
Balance Sheet
Debt/Equity0.040.040.040.030.03
Current Ratio4.404.40———
Cash Flow
Free Cash Flow$491.7M$491.7M$1.52B$260.7M$2.12B
Returns
ROE12.4%12.4%14.2%11.1%32.8%
Valuation
P/E14.3414.3427.7860.5134.25
EV/EBITDA6.586.5812.3926.9420.80
P/B2.302.303.946.6911.25
Growth & Yield
Revenue Growth2.1%2.1%-5.8%-28.4%—
EPS Growth——13.5%-72.4%—
Dividend Yield4.2%4.2%———

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 -13.5%

Total return

-13.5%

Start / end P/E

n/dx → n/dx

EPS bridge

42.95 → n/d

Residual

-17.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.2%
Residual / FX / buybacks / cross-term-17.7%

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.