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7745.T$2868.00+2.61%
Fair $2868.00+0.0%

7745.T

A&D HOLON Holdings Company, Limited

Technology / Scientific & Technical InstrumentsTokyo

$2868.00

+73.00 (+2.61%)

Fairly Valued+0.0%Fair Value $2868.00Fund rank 30/100 · Data gapFallback financials|
SA 65/B
F-Score: 8/9

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 $4.6B · quality 54.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 42/100Data 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

65/100

B

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: 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 · 7745.TLocal privado en este navegador · A&D HOLON Holdings Company, Limited
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

$78.5B

P/E

13.3x

↓

EV/EBITDA

7.0x

↓

ROE

15.1%

↑

Gross Margin

45.0%

↑

Debt/Equity

0.32

↑
52-Week Range$2868
$1691$3130

TradingView lightweight chart

7745.T price, volumen y niveles de valoración

Último $2,868Periodo +147.2%
Fair value: $2,868

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

+9.0%

FCF CAGR

—

FCF margin

6.8%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $67.08B · net income $6.47B · FCF $4.56B

2022-FY → 2025-FY

Gross margin

45.0%+0.8% pts

Operating margin

13.1%+2.5% pts

Net margin

9.6%+2.7% pts

FCF margin

6.8%+8.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$67.08B$67.08B$61.95B$59.03B$51.74B
Net Income$6.47B$6.47B$5.30B$5.52B$3.57B
EBITDA$11.22B$11.22B$10.14B$9.65B$7.39B
EPS235.41235.41192.73201.14—
Gross Margin45.0%45.0%44.6%44.6%44.2%
Operating Margin13.1%13.1%12.8%12.7%10.6%
Net Margin9.6%9.6%8.6%9.4%6.9%
Balance Sheet
Debt/Equity0.320.320.470.670.80
Current Ratio2.392.39———
Cash Flow
Free Cash Flow$4.56B$4.56B$5.10B$2.57B$-782.0M
Returns
ROE15.1%15.1%14.1%17.0%14.8%
Valuation
P/E13.2713.2714.266.58—
EV/EBITDA7.047.047.774.473.49
P/B1.851.852.011.120.76
Growth & Yield
Revenue Growth8.3%8.3%5.0%14.1%—
EPS Growth22.1%22.1%-4.2%——
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%

3Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$254.49

Spread vs growth

19.5%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$307.93

Spread vs growth

16.6%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$495.92

Spread vs growth

14.4%

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 +66.1%

Total return

+66.1%

Start / end P/E

9.1x → 12.2x

EPS bridge

192.73 → 235.41

Residual

+7.6%

EPS growth+22.1%
Multiple rerating+34.2%
Dividend+2.1%
Residual / FX / buybacks / cross-term+7.6%

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.