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7725.T$2043.00-4.04%
Fair $2043.00+0.0%

7725.T

Inter Action Corporation

Technology / Electronic ComponentsTokyo

$2043.00

-87.00 (-4.04%)

Fairly Valued+0.0%Fair Value $2043.00Fund rank 27/100 · 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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $297.3M · quality 48.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 7725.TLocal privado en este navegador · Inter Action Corporation
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

$20.7B

P/E

57.5x

↑

EV/EBITDA

9.0x

↓

ROE

8.3%

↑

Gross Margin

45.0%

↑

Debt/Equity

0.06

↓
52-Week Range$2043
$1103$2288

TradingView lightweight chart

7725.T price, volumen y niveles de valoración

Último $2,067Periodo +17.4%
Fair value: $2,043

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

+3.5%

FCF CAGR

+122.5%

FCF margin

49.1%

FCF / Net income

3.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.67B · net income $979.3M · FCF $3.28B

2022-FY → 2025-FY

Gross margin

45.0%-0.4% pts

Operating margin

21.3%+2.5% pts

Net margin

14.7%+2.0% pts

FCF margin

49.1%+44.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.67B$6.67B$7.75B$6.86B$6.02B
Net Income$979.3M$979.3M$1.13B$981.1M$761.1M
EBITDA$1.56B$1.56B$1.84B$1.69B$1.40B
EPS——104.1590.1269.58
Gross Margin45.0%45.0%42.6%48.5%45.5%
Operating Margin21.3%21.3%20.3%21.1%18.8%
Net Margin14.7%14.7%14.6%14.3%12.6%
Balance Sheet
Debt/Equity0.060.060.070.090.09
Current Ratio7.697.69———
Cash Flow
Free Cash Flow$3.28B$3.28B$-157.8M$297.3M$297.2M
Returns
ROE8.3%8.3%10.3%9.7%8.1%
Valuation
P/E57.4757.4714.2615.5130.41
EV/EBITDA8.998.995.785.4512.31
P/B1.901.901.461.502.48
Growth & Yield
Revenue Growth-14.0%-14.0%13.1%14.0%—
EPS Growth——15.6%29.5%—
Dividend Yield2.1%2.1%———

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 +76.3%

Total return

+76.3%

Start / end P/E

n/dx → n/dx

EPS bridge

104.15 → n/d

Residual

+74.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.1%
Residual / FX / buybacks / cross-term+74.1%

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.