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9417.T$300.00+0.00%
Fair $300.00+0.0%

9417.T

Smartvalue Co., Ltd.

Technology / Software - InfrastructureTokyo

$300.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $300.00Fund rank 29/100 · Data gapFallback financials|
SA 24/D
F-Score: 2/9
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 19%

FCF escenarios

weak_data · normalized FCF $-73.8M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

24/100

D

Piotroski

2/9

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 -20.7%, below the 5% threshold
Thesis & Journal · 9417.TLocal privado en este navegador · Smartvalue 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

$3.0B

P/E

6.7x

↓

EV/EBITDA

N/A

•

ROE

-20.7%

↓

Gross Margin

30.3%

↓

Debt/Equity

0.55

↑
52-Week Range$300
$283$529

TradingView lightweight chart

9417.T price, volumen y niveles de valoración

Último $305.00Periodo -69.9%
Fair value: $300.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+3.4%

FCF CAGR

—

FCF margin

-18.2%

FCF / Net income

1.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.81B · net income $-348.9M · FCF $-693.2M

2021-FY → 2024-FY

Gross margin

30.3%+11.1% pts

Operating margin

-8.1%+9.5% pts

Net margin

-9.1%+31.7% pts

FCF margin

-18.2%+18.1% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$3.81B$3.81B$3.87B$3.81B$3.45B
Net Income$-348.9M$-348.9M$-48.5M$1.1M$-1.41B
EBITDA$-200.2M$-200.2M$78.2M$152.2M$-841.5M
EPS-33.57-33.57-4.800.11—
Gross Margin30.3%30.3%33.2%33.8%19.2%
Operating Margin-8.1%-8.1%-1.9%-0.4%-17.6%
Net Margin-9.1%-9.1%-1.3%0.0%-40.8%
Balance Sheet
Debt/Equity0.550.550.390.500.04
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$-693.2M$-693.2M$-73.8M$519.1M$-1.25B
Returns
ROE-20.7%-20.7%-2.3%0.1%-66.5%
Valuation
P/E6.686.68—4454.55—
EV/EBITDA——30.7122.50—
P/B1.851.851.842.303.38
Growth & Yield
Revenue Growth-1.5%-1.5%1.8%10.4%—
EPS Growth-599.4%-599.4%-4463.6%——
Dividend Yield3.3%3.3%———

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 -26.1%

Total return

-26.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-4.80 → -33.57

Residual

-29.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.3%
Residual / FX / buybacks / cross-term-29.4%

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.