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7833.T$614.00-2.38%
Fair $614.00+0.0%

7833.T

IFIS Japan Ltd.

Industrials / Specialty Business ServicesTokyo

$614.00

-15.00 (-2.38%)

Fairly Valued+0.0%Fair Value $614.00Fund rank 37/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $444.6M · quality 78.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

57/100

C

Piotroski

6/9

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 · 7833.TLocal privado en este navegador · IFIS Japan 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

$5.9B

P/E

10.6x

↓

EV/EBITDA

0.8x

↓

ROE

9.4%

↑

Gross Margin

41.5%

↑

Debt/Equity

0.00

↓
52-Week Range$614
$555$748

TradingView lightweight chart

7833.T price, volumen y niveles de valoración

Último $614.00Periodo -56.5%
Fair value: $614.00

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

+8.9%

FCF CAGR

-15.0%

FCF margin

6.1%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.96B · net income $556.3M · FCF $425.3M

2022-FY → 2025-FY

Gross margin

41.5%-1.4% pts

Operating margin

12.2%-3.1% pts

Net margin

8.0%-2.9% pts

FCF margin

6.1%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.96B$6.96B$5.86B$5.55B$5.38B
Net Income$556.3M$556.3M$422.0M$448.6M$587.3M
EBITDA$1.04B$1.04B$802.8M$796.8M$917.1M
EPS57.7357.7343.8046.4960.80
Gross Margin41.5%41.5%41.7%42.3%43.0%
Operating Margin12.2%12.2%11.5%12.6%15.4%
Net Margin8.0%8.0%7.2%8.1%10.9%
Balance Sheet
Debt/Equity0.000.000.00——
Current Ratio6.216.21———
Cash Flow
Free Cash Flow$425.3M$425.3M$476.4M$444.6M$692.2M
Returns
ROE9.4%9.4%7.4%8.3%11.4%
Valuation
P/E10.6310.6312.3113.239.93
EV/EBITDA0.850.850.371.061.01
P/B1.001.000.921.101.13
Growth & Yield
Revenue Growth18.7%18.7%5.5%3.2%—
EPS Growth31.8%31.8%-5.8%-23.5%—
Dividend Yield4.8%4.8%———

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

-1.9%

fácil

EPS terminal req.

$54.48

Spread vs growth

33.7%

5Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$65.92

Spread vs growth

29.1%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$106.17

Spread vs growth

25.5%

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 +15.0%

Total return

+15.0%

Start / end P/E

12.7x → 10.6x

EPS bridge

43.80 → 57.73

Residual

-5.2%

EPS growth+31.8%
Multiple rerating-16.4%
Dividend+4.8%
Residual / FX / buybacks / cross-term-5.2%

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.