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9739.T$2556.00-1.73%
Fair $2556.00+0.0%

9739.T

NSW Inc.

Technology / Information Technology ServicesTokyo

$2556.00

-45.00 (-1.73%)

Fairly Valued+0.0%Fair Value $2556.00Fund rank 32/100 · Data gapFallback financials|
SA 39/D
F-Score: 4/9

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 $3.4B · quality 60.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

39/100

D

Piotroski

4/9

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 · 9739.TLocal privado en este navegador · NSW 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

$38.1B

P/E

10.3x

↓

EV/EBITDA

2.8x

↓

ROE

10.3%

↑

Gross Margin

21.0%

↓

Debt/Equity

N/A

•
52-Week Range$2556
$2287$2804

TradingView lightweight chart

9739.T price, volumen y niveles de valoración

Último $2,556Periodo -27.1%
Fair value: $2,556

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

+4.8%

FCF CAGR

-1.1%

FCF margin

6.7%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $50.03B · net income $3.66B · FCF $3.36B

2022-FY → 2025-FY

Gross margin

21.0%+1.0% pts

Operating margin

12.2%+0.9% pts

Net margin

7.3%-0.7% pts

FCF margin

6.7%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$50.03B$50.03B$50.30B$46.19B$43.45B
Net Income$3.66B$3.66B$4.29B$4.09B$3.47B
EBITDA$6.62B$6.62B$6.33B$5.84B$5.48B
EPS245.79245.79287.77274.54232.89
Gross Margin21.0%21.0%19.9%20.4%20.0%
Operating Margin12.2%12.2%11.7%11.7%11.3%
Net Margin7.3%7.3%8.5%8.9%8.0%
Balance Sheet
Current Ratio4.554.55———
Cash Flow
Free Cash Flow$3.36B$3.36B$4.65B$1.55B$3.47B
Returns
ROE10.3%10.3%12.9%13.7%13.1%
Valuation
P/E10.2710.2710.237.689.35
EV/EBITDA2.782.783.962.753.15
P/B1.081.081.321.051.22
Growth & Yield
Revenue Growth-0.5%-0.5%8.9%6.3%—
EPS Growth-14.6%-14.6%4.8%17.9%—
Dividend Yield5.0%5.0%———

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

-2.6%

fácil

EPS terminal req.

$226.80

Spread vs growth

-11.9%

5Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$274.43

Spread vs growth

-16.8%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$441.97

Spread vs growth

-20.6%

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 +7.0%

Total return

+7.0%

Start / end P/E

8.7x → 10.4x

EPS bridge

287.77 → 245.79

Residual

-2.8%

EPS growth-14.6%
Multiple rerating+19.5%
Dividend+5.0%
Residual / FX / buybacks / cross-term-2.8%

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.