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9746.T$3485.00+1.16%
Fair $3485.00+0.0%

9746.T

TKC Corporation

Technology / Information Technology ServicesTokyo

$3485.00

+40.00 (+1.16%)

Fairly Valued+0.0%Fair Value $3485.00Fund rank 37/100 · Data gapFallback financials|
SA 57/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.3B · quality 80.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

57/100

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 · 9746.TLocal privado en este navegador · TKC Corporation
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

$173.5B

P/E

13.0x

↓

EV/EBITDA

6.8x

↓

ROE

11.1%

↑

Gross Margin

67.8%

↑

Debt/Equity

0.00

↓
52-Week Range$3485
$3315$4635

TradingView lightweight chart

9746.T price, volumen y niveles de valoración

Último $3,485Periodo +280.9%
Fair value: $3,485

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

+7.2%

FCF CAGR

-2.8%

FCF margin

10.7%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $83.48B · net income $12.09B · FCF $8.93B

2022-FY → 2025-FY

Gross margin

67.8%-2.8% pts

Operating margin

19.3%-0.3% pts

Net margin

14.5%+0.8% pts

FCF margin

10.7%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$83.48B$83.48B$75.22B$71.92B$67.84B
Net Income$12.09B$12.09B$11.27B$10.83B$9.32B
EBITDA$21.18B$21.18B$19.53B$18.67B$16.70B
EPS234.31234.31216.21206.54177.62
Gross Margin67.8%67.8%71.3%70.1%70.7%
Operating Margin19.3%19.3%20.6%19.9%19.7%
Net Margin14.5%14.5%15.0%15.1%13.7%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio2.642.64———
Cash Flow
Free Cash Flow$8.93B$8.93B$7.28B$8.28B$9.72B
Returns
ROE11.1%11.1%11.0%11.4%10.7%
Valuation
P/E12.9512.9517.9217.1920.77
EV/EBITDA6.766.768.658.299.87
P/B1.661.661.981.952.22
Growth & Yield
Revenue Growth11.0%11.0%4.6%6.0%—
EPS Growth8.4%8.4%4.7%16.3%—
Dividend Yield3.2%3.2%———

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

9.7%

razonable

EPS terminal req.

$309.24

Spread vs growth

-1.3%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$374.18

Spread vs growth

-1.4%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$602.61

Spread vs growth

-1.5%

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 -10.8%

Total return

-10.8%

Start / end P/E

18.7x → 14.9x

EPS bridge

216.21 → 234.31

Residual

-1.7%

EPS growth+8.4%
Multiple rerating-20.6%
Dividend+3.2%
Residual / FX / buybacks / cross-term-1.7%

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.