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9709.T$1292.00-2.71%
Fair $1292.00+0.0%

9709.T

NCS&A Co., Ltd.

Technology / Information Technology ServicesTokyo

$1292.00

-36.00 (-2.71%)

Fairly Valued+0.0%Fair Value $1292.00Fund rank 35/100 · Data gapFallback financials|
SA 60/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 76.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

60/100

B

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 · 9709.TLocal privado en este navegador · NCS&A 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

$19.5B

P/E

9.7x

↓

EV/EBITDA

4.1x

↓

ROE

14.8%

↑

Gross Margin

30.5%

↓

Debt/Equity

0.00

↓
52-Week Range$1292
$1095$1778

TradingView lightweight chart

9709.T price, volumen y niveles de valoración

Último $1,292Periodo +63.1%
Fair value: $1,292

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

+0.1%

FCF CAGR

+12.2%

FCF margin

8.6%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.49B · net income $2.11B · FCF $1.77B

2022-FY → 2025-FY

Gross margin

30.5%+3.6% pts

Operating margin

9.7%+3.4% pts

Net margin

10.3%+5.5% pts

FCF margin

8.6%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.49B$20.49B$18.91B$19.39B$20.46B
Net Income$2.11B$2.11B$1.54B$1.27B$978.4M
EBITDA$2.37B$2.37B$2.37B$1.84B$1.52B
EPS130.55130.5595.5778.2059.03
Gross Margin30.5%30.5%29.8%28.1%26.9%
Operating Margin9.7%9.7%8.7%7.9%6.3%
Net Margin10.3%10.3%8.1%6.6%4.8%
Balance Sheet
Debt/Equity0.000.000.000.010.02
Current Ratio3.123.12———
Cash Flow
Free Cash Flow$1.77B$1.77B$1.18B$697.7M$1.25B
Returns
ROE14.8%14.8%12.5%12.0%9.7%
Valuation
P/E9.759.758.118.908.47
EV/EBITDA4.114.111.101.21-0.60
P/B1.471.471.021.070.82
Growth & Yield
Revenue Growth8.4%8.4%-2.5%-5.2%—
EPS Growth36.6%36.6%22.2%32.5%—
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

-4.2%

fácil

EPS terminal req.

$114.64

Spread vs growth

40.8%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$138.72

Spread vs growth

35.4%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$223.41

Spread vs growth

31.1%

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 +14.9%

Total return

+14.9%

Start / end P/E

12.2x → 9.9x

EPS bridge

95.57 → 130.55

Residual

-7.0%

EPS growth+36.6%
Multiple rerating-19.1%
Dividend+4.4%
Residual / FX / buybacks / cross-term-7.0%

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.