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6249.T$2285.00-1.08%
Fair $2285.00+0.0%

6249.T

Gamecard Holdings, Inc.

Industrials / Business Equipment & SuppliesTokyo

$2285.00

-25.00 (-1.08%)

Fairly Valued+0.0%Fair Value $2285.00Fund rank 36/100 · Data gapFallback financials|
SA 60/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.9B · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

60/100

B

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 6249.TLocal privado en este navegador · Gamecard Holdings, 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

$32.1B

P/E

9.8x

↓

EV/EBITDA

2.2x

↓

ROE

11.2%

↑

Gross Margin

39.2%

↑

Debt/Equity

0.01

↓
52-Week Range$2285
$2201$3180

TradingView lightweight chart

6249.T price, volumen y niveles de valoración

Último $2,285Periodo -75.9%
Fair value: $2,285

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

+49.1%

FCF CAGR

+83.0%

FCF margin

17.4%

FCF / Net income

1.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.95B · net income $6.59B · FCF $6.59B

2022-FY → 2025-FY

Gross margin

39.2%-7.9% pts

Operating margin

23.8%+14.0% pts

Net margin

17.4%+6.3% pts

FCF margin

17.4%+8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$37.95B$37.95B$36.29B$21.69B$11.45B
Net Income$6.59B$6.59B$7.55B$4.30B$1.26B
EBITDA$10.05B$10.05B$11.35B$5.31B$1.99B
EPS456.92456.92526.53309.8293.65
Gross Margin39.2%39.2%44.6%45.3%47.0%
Operating Margin23.8%23.8%29.0%20.6%9.8%
Net Margin17.4%17.4%20.8%19.8%11.0%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio15.5215.52———
Cash Flow
Free Cash Flow$6.59B$6.59B$5.87B$1.57B$1.08B
Returns
ROE11.2%11.2%13.9%9.3%3.0%
Valuation
P/E9.829.824.5212.5710.97
EV/EBITDA2.192.191.858.544.89
P/B0.560.560.631.170.33
Growth & Yield
Revenue Growth4.6%4.6%67.3%89.5%—
EPS Growth-13.2%-13.2%69.9%230.8%—
Dividend Yield4.4%4.4%———

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

-23.7%

fácil

EPS terminal req.

$202.76

Spread vs growth

10.5%

5Y implied EPS CAGR

-11.7%

fácil

EPS terminal req.

$245.33

Spread vs growth

-1.5%

10Y implied EPS CAGR

-1.4%

fácil

EPS terminal req.

$395.11

Spread vs growth

-11.8%

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 +6.6%

Total return

+6.6%

Start / end P/E

4.2x → 5.0x

EPS bridge

526.53 → 456.92

Residual

-2.4%

EPS growth-13.2%
Multiple rerating+17.8%
Dividend+4.4%
Residual / FX / buybacks / cross-term-2.4%

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.