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9687.T$4325.00+0.00%
Fair $4325.00+0.0%

9687.T

KSK Co.,Ltd.

Technology / Software - ApplicationTokyo

$4325.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4325.00Fund rank 33/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9
Margin Compression

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 $1.7B · quality 64.7/100

Data gap 33/100
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

47/100

C

Piotroski

5/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 9687.TLocal privado en este navegador · KSK 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

$26.2B

P/E

12.3x

↓

EV/EBITDA

8.4x

↓

ROE

11.1%

↑

Gross Margin

24.1%

↓

Debt/Equity

N/A

•
52-Week Range$4325
$3250$5810

TradingView lightweight chart

9687.T price, volumen y niveles de valoración

Último $4,325Periodo +440.6%
Fair value: $4,325

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

+8.2%

FCF CAGR

+22.5%

FCF margin

7.1%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.61B · net income $1.86B · FCF $1.67B

2022-FY → 2025-FY

Gross margin

24.1%+0.9% pts

Operating margin

10.3%-0.9% pts

Net margin

7.9%-0.2% pts

FCF margin

7.1%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.61B$23.61B$21.78B$20.36B$18.62B
Net Income$1.86B$1.86B$1.70B$1.59B$1.50B
EBITDA$2.54B$2.54B$2.42B$2.31B$2.15B
EPS301.93301.93277.23260.08246.04
Gross Margin24.1%24.1%24.2%22.9%23.2%
Operating Margin10.3%10.3%10.6%10.9%11.1%
Net Margin7.9%7.9%7.8%7.8%8.1%
Balance Sheet
Current Ratio2.832.83———
Cash Flow
Free Cash Flow$1.67B$1.67B$1.71B$1.30B$910.0M
Returns
ROE11.1%11.1%10.6%10.7%11.0%
Valuation
P/E12.2812.2812.738.838.73
EV/EBITDA8.388.386.594.033.60
P/B1.591.591.340.950.96
Growth & Yield
Revenue Growth8.4%8.4%7.0%9.3%—
EPS Growth8.9%8.9%6.6%5.7%—
Dividend Yield4.4%4.4%———

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

8.3%

razonable

EPS terminal req.

$383.77

Spread vs growth

0.6%

5Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$464.36

Spread vs growth

-0.1%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$747.86

Spread vs growth

-0.6%

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 +35.5%

Total return

+35.5%

Start / end P/E

11.9x → 14.3x

EPS bridge

277.23 → 301.93

Residual

+1.8%

EPS growth+8.9%
Multiple rerating+20.3%
Dividend+4.4%
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.