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9691.T$5180.00+0.00%
Fair $5180.00+0.0%

9691.T

Ryomo Systems Co.,Ltd.

Technology / Software - ApplicationTokyo

$5180.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $5180.00Fund rank 24/100 · Data gapFallback financials|
SA 71/B
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $257.0M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

71/100

B

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 · 9691.TLocal privado en este navegador · Ryomo Systems 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

$18.1B

P/E

8.4x

↓

EV/EBITDA

5.6x

↓

ROE

11.5%

↑

Gross Margin

23.8%

↓

Debt/Equity

0.48

↑
52-Week Range$5180
$2932$5420

TradingView lightweight chart

9691.T price, volumen y niveles de valoración

Último $5,180Periodo +67.1%
Fair value: $5,180

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

—

FCF margin

6.7%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.49B · net income $1.57B · FCF $1.50B

2022-FY → 2025-FY

Gross margin

23.8%-2.7% pts

Operating margin

9.7%+0.8% pts

Net margin

7.0%+0.8% pts

FCF margin

6.7%+11.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.49B$22.49B$18.17B$17.23B$15.50B
Net Income$1.57B$1.57B$944.9M$1.21B$965.3M
EBITDA$3.63B$3.63B$2.17B$2.63B$2.08B
EPS448.61448.61270.07346.72275.89
Gross Margin23.8%23.8%27.3%28.6%26.5%
Operating Margin9.7%9.7%10.2%10.2%8.9%
Net Margin7.0%7.0%5.2%7.0%6.2%
Balance Sheet
Debt/Equity0.480.480.430.350.35
Current Ratio2.492.49———
Cash Flow
Free Cash Flow$1.50B$1.50B$-2.55B$257.0M$-736.8M
Returns
ROE11.5%11.5%7.7%11.0%9.4%
Valuation
P/E8.408.4010.775.745.72
EV/EBITDA5.605.605.442.322.51
P/B1.331.330.830.630.54
Growth & Yield
Revenue Growth23.8%23.8%5.4%11.2%—
EPS Growth66.1%66.1%-22.1%25.7%—
Dividend Yield0.9%0.9%———

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

0.8%

fácil

EPS terminal req.

$459.64

Spread vs growth

65.3%

5Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$556.16

Spread vs growth

61.7%

10Y implied EPS CAGR

7.2%

razonable

EPS terminal req.

$895.71

Spread vs growth

58.9%

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 +70.1%

Total return

+70.1%

Start / end P/E

11.3x → 11.5x

EPS bridge

270.07 → 448.61

Residual

+1.3%

EPS growth+66.1%
Multiple rerating+1.9%
Dividend+0.9%
Residual / FX / buybacks / cross-term+1.3%

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.