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v0.1
9715.T$3850.00-0.26%
Fair $3850.00+0.0%

9715.T

transcosmos inc.

Technology / Information Technology ServicesTokyo

$3850.00

-10.00 (-0.26%)

Fairly Valued+0.0%Fair Value $3850.00Fund rank 38/100 · Data gapFallback financials|
SA 55/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $13.2B · quality 82.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

55/100

C

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 · 9715.TLocal privado en este navegador · transcosmos inc.
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

$144.3B

P/E

11.8x

↓

EV/EBITDA

4.4x

↓

ROE

9.6%

↑

Gross Margin

19.2%

↓

Debt/Equity

0.14

↓
52-Week Range$3850
$3260$4150

TradingView lightweight chart

9715.T price, volumen y niveles de valoración

Último $3,850Periodo +55.6%
Fair value: $3,850

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

+2.0%

FCF CAGR

+7.8%

FCF margin

3.5%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $375.85B · net income $11.33B · FCF $13.22B

2022-FY → 2025-FY

Gross margin

19.2%-2.7% pts

Operating margin

3.9%-3.4% pts

Net margin

3.0%-3.1% pts

FCF margin

3.5%+0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$375.85B$375.85B$362.20B$373.83B$354.08B
Net Income$11.33B$11.33B$10.10B$15.77B$21.49B
EBITDA$22.04B$22.04B$22.42B$29.03B$36.89B
EPS283.35283.35252.44366.60509.28
Gross Margin19.2%19.2%18.8%20.5%22.0%
Operating Margin3.9%3.9%3.2%6.2%7.3%
Net Margin3.0%3.0%2.8%4.2%6.1%
Balance Sheet
Debt/Equity0.140.140.170.160.25
Current Ratio2.112.11———
Cash Flow
Free Cash Flow$13.22B$13.22B$13.20B$18.22B$10.55B
Returns
ROE9.6%9.6%9.3%15.2%19.0%
Valuation
P/E11.7611.7612.268.326.23
EV/EBITDA4.404.403.463.322.64
P/B1.301.301.141.271.19
Growth & Yield
Revenue Growth3.8%3.8%-3.1%5.6%—
EPS Growth12.2%12.2%-31.1%-28.0%—
Dividend Yield7.5%7.5%———

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

6.4%

razonable

EPS terminal req.

$341.62

Spread vs growth

5.8%

5Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$413.36

Spread vs growth

4.4%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$665.73

Spread vs growth

3.3%

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 +24.5%

Total return

+24.5%

Start / end P/E

13.0x → 13.6x

EPS bridge

252.44 → 283.35

Residual

+0.5%

EPS growth+12.2%
Multiple rerating+4.3%
Dividend+7.5%
Residual / FX / buybacks / cross-term+0.5%

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.