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9558.T$1900.00-2.51%
Fair $1900.00+0.0%

9558.T

Japaniace Co.,Ltd.

Technology / Software - InfrastructureTokyo

$1900.00

-49.00 (-2.51%)

Fairly Valued+0.0%Fair Value $1900.00Fund rank 38/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9

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 $800.0M · quality 83.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data 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

47/100

C

Piotroski

3/9

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 · 9558.TLocal privado en este navegador · Japaniace 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

$7.5B

P/E

9.9x

↓

EV/EBITDA

3.8x

↓

ROE

22.6%

↑

Gross Margin

24.0%

↓

Debt/Equity

0.09

↓
52-Week Range$1900
$1891$2499

TradingView lightweight chart

9558.T price, volumen y niveles de valoración

Último $1,900Periodo -21.4%
Fair value: $1,900

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

+13.2%

FCF CAGR

+10.3%

FCF margin

6.6%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.08B · net income $765.2M · FCF $800.0M

2022-FY → 2025-FY

Gross margin

24.0%-0.4% pts

Operating margin

8.1%+0.8% pts

Net margin

6.3%+1.0% pts

FCF margin

6.6%-0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.08B$12.08B$11.21B$9.89B$8.32B
Net Income$765.2M$765.2M$722.6M$616.1M$442.3M
EBITDA$1.10B$1.10B$1.04B$851.7M$626.0M
EPS——179.45152.55114.23
Gross Margin24.0%24.0%25.9%25.7%24.4%
Operating Margin8.1%8.1%8.4%8.5%7.3%
Net Margin6.3%6.3%6.4%6.2%5.3%
Balance Sheet
Debt/Equity0.090.09——0.00
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$800.0M$800.0M$917.5M$544.8M$595.6M
Returns
ROE22.6%22.6%24.1%21.6%18.1%
Valuation
P/E9.939.9311.5815.3118.36
EV/EBITDA3.773.775.167.939.50
P/B2.232.232.793.303.39
Growth & Yield
Revenue Growth7.8%7.8%13.4%18.8%—
EPS Growth——17.6%33.5%—
Dividend Yield5.2%5.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -7.1%

Total return

-7.1%

Start / end P/E

n/dx → n/dx

EPS bridge

179.45 → n/d

Residual

-12.3%

EPS growthn/d
Multiple reratingn/d
Dividend+5.2%
Residual / FX / buybacks / cross-term-12.3%

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.