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v0.1
7702.T$424.00-1.40%
Fair $424.00+0.0%

7702.T

JMS Co.,Ltd.

Healthcare / Medical Instruments & SuppliesTokyo

$424.00

-6.00 (-1.40%)

Fairly Valued+0.0%Fair Value $424.00Fund rank 24/100 · Data gapFallback financials|
SA 38/D
F-Score: 8/9
Low Profitability

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 $-1.1B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

38/100

D

Piotroski

8/9

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); composite fair value and forward targets are disabled until manually verified. ROE is 0.2%, below the 5% threshold
Thesis & Journal · 7702.TLocal privado en este navegador · JMS Co.,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

$10.4B

P/E

116.2x

↑

EV/EBITDA

6.1x

↓

ROE

0.2%

↓

Gross Margin

22.8%

↓

Debt/Equity

0.60

↑
52-Week Range$424
$418$464

TradingView lightweight chart

7702.T price, volumen y niveles de valoración

Último $424.00Periodo -42.1%
Fair value: $424.00

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

+6.2%

FCF CAGR

—

FCF margin

-2.3%

FCF / Net income

-17.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.75B · net income $89.0M · FCF $-1.57B

2022-FY → 2025-FY

Gross margin

22.8%-1.7% pts

Operating margin

1.3%-0.4% pts

Net margin

0.1%-1.3% pts

FCF margin

-2.3%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.75B$69.75B$65.29B$63.74B$58.17B
Net Income$89.0M$89.0M$-36.0M$281.0M$826.0M
EBITDA$4.79B$4.79B$4.08B$4.38B$4.59B
EPS3.653.65-1.4811.5033.83
Gross Margin22.8%22.8%21.6%22.9%24.5%
Operating Margin1.3%1.3%-0.4%1.1%1.7%
Net Margin0.1%0.1%-0.1%0.4%1.4%
Balance Sheet
Debt/Equity0.600.600.660.510.51
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$-1.57B$-1.57B$498.0M$-1.07B$1.14B
Returns
ROE0.2%0.2%-0.1%0.7%2.2%
Valuation
P/E116.16116.16—44.0917.79
EV/EBITDA6.146.147.215.895.84
P/B0.250.250.320.320.40
Growth & Yield
Revenue Growth6.8%6.8%2.4%9.6%—
EPS Growth346.6%346.6%-112.9%-66.0%—
Dividend Yield4.0%4.0%———

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

117.6%

muy exigente

EPS terminal req.

$37.62

Spread vs growth

229.0%

5Y implied EPS CAGR

65.6%

muy exigente

EPS terminal req.

$45.52

Spread vs growth

281.0%

10Y implied EPS CAGR

35.0%

muy exigente

EPS terminal req.

$73.32

Spread vs growth

311.6%

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 +4.2%

Total return

+4.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.48 → 3.65

Residual

+0.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.0%
Residual / FX / buybacks / cross-term+0.2%

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.