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8275.T$1010.00-3.63%
Fair $1010.00+0.0%

8275.T

Forval Corporation

Technology / Information Technology ServicesTokyo

$1010.00

-38.00 (-3.63%)

Fairly Valued+0.0%Fair Value $1010.00Fund rank 38/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 $2.5B · quality 81.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

55/100

C

Piotroski

7/9

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 · 8275.TLocal privado en este navegador · Forval 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

$26.4B

P/E

17.8x

↓

EV/EBITDA

2.8x

↓

ROE

12.4%

↑

Gross Margin

34.8%

↑

Debt/Equity

0.16

↓
52-Week Range$1010
$1005$1550

TradingView lightweight chart

8275.T price, volumen y niveles de valoración

Último $1,010Periodo +144.6%
Fair value: $1,010

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

+12.1%

FCF CAGR

+24.7%

FCF margin

4.6%

FCF / Net income

1.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $72.63B · net income $2.17B · FCF $3.34B

2022-FY → 2025-FY

Gross margin

34.8%-2.2% pts

Operating margin

5.1%-0.1% pts

Net margin

3.0%-0.6% pts

FCF margin

4.6%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$72.63B$72.63B$63.53B$59.54B$51.54B
Net Income$2.17B$2.17B$2.01B$1.68B$1.84B
EBITDA$6.22B$6.22B$5.44B$4.45B$4.66B
EPS83.0683.0678.2065.4171.71
Gross Margin34.8%34.8%35.4%34.2%37.0%
Operating Margin5.1%5.1%5.1%4.1%5.2%
Net Margin3.0%3.0%3.2%2.8%3.6%
Balance Sheet
Debt/Equity0.160.160.280.170.20
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$3.34B$3.34B$1.55B$2.47B$1.72B
Returns
ROE12.4%12.4%12.2%11.5%13.7%
Valuation
P/E17.8317.8315.3517.6711.34
EV/EBITDA2.842.844.324.722.85
P/B1.501.501.872.031.55
Growth & Yield
Revenue Growth14.3%14.3%6.7%15.5%—
EPS Growth6.2%6.2%19.6%-8.8%—
Dividend Yield6.2%6.2%———

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.

$89.62

Spread vs growth

3.6%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$108.44

Spread vs growth

0.7%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$174.65

Spread vs growth

-1.5%

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 -18.5%

Total return

-18.5%

Start / end P/E

17.2x → 12.2x

EPS bridge

78.20 → 83.06

Residual

-1.8%

EPS growth+6.2%
Multiple rerating-29.1%
Dividend+6.2%
Residual / FX / buybacks / cross-term-1.8%

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.