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9753.T$1220.00-2.17%
Fair $1220.00+0.0%

9753.T

IX Knowledge Incorporated

Technology / Information Technology ServicesTokyo

$1220.00

-27.00 (-2.17%)

Fairly Valued+0.0%Fair Value $1220.00Fund rank 36/100 · Data gapFallback financials|
SA 53/C
F-Score: 3/9

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 $1.0B · quality 74.3/100

Data gap 36/100
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

53/100

C

Piotroski

3/9

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 · 9753.TLocal privado en este navegador · IX Knowledge Incorporated
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

$11.7B

P/E

1.2x

↓

EV/EBITDA

2.7x

↓

ROE

13.2%

↑

Gross Margin

19.9%

↓

Debt/Equity

0.03

↓
52-Week Range$1220
$1020$1710

TradingView lightweight chart

9753.T price, volumen y niveles de valoración

Último $1,220Periodo +22.0%
Fair value: $1,220

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

+35.2%

FCF margin

3.7%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.83B · net income $1.33B · FCF $838.2M

2022-FY → 2025-FY

Gross margin

19.9%+0.7% pts

Operating margin

8.2%+2.0% pts

Net margin

5.8%+1.2% pts

FCF margin

3.7%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.83B$22.83B$21.75B$20.21B$18.54B
Net Income$1.33B$1.33B$1.28B$1.03B$848.9M
EBITDA$2.04B$2.04B$1.83B$1.57B$1.33B
EPS138.72138.72132.21105.4485.78
Gross Margin19.9%19.9%20.1%20.0%19.2%
Operating Margin8.2%8.2%7.6%7.2%6.2%
Net Margin5.8%5.8%5.9%5.1%4.6%
Balance Sheet
Debt/Equity0.030.030.020.030.04
Current Ratio3.293.29———
Cash Flow
Free Cash Flow$838.2M$838.2M$1.15B$1.04B$339.1M
Returns
ROE13.2%13.2%14.5%13.7%13.5%
Valuation
P/E1.161.168.589.228.10
EV/EBITDA2.712.712.922.891.68
P/B1.161.161.241.261.10
Growth & Yield
Revenue Growth5.0%5.0%7.6%9.0%—
EPS Growth4.9%4.9%25.4%22.9%—
Dividend Yield8.0%8.0%———

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

-7.9%

fácil

EPS terminal req.

$108.25

Spread vs growth

12.9%

5Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$130.99

Spread vs growth

6.1%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$210.96

Spread vs growth

0.6%

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 +26.2%

Total return

+26.2%

Start / end P/E

7.8x → 8.8x

EPS bridge

132.21 → 138.72

Residual

+0.6%

EPS growth+4.9%
Multiple rerating+12.7%
Dividend+8.0%
Residual / FX / buybacks / cross-term+0.6%

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.