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9768.T$3045.00-0.65%
Fair $3045.00+0.0%

9768.T

IDEA Consultants,Inc.

Industrials / Engineering & ConstructionTokyo

$3045.00

-20.00 (-0.65%)

Fairly Valued+0.0%Fair Value $3045.00Fund rank 29/100 · Data gapFallback financials|
SA 48/C
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $323.1M · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

48/100

C

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 · 9768.TLocal privado en este navegador · IDEA Consultants,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

$21.7B

P/E

9.1x

↓

EV/EBITDA

4.6x

↓

ROE

7.8%

↑

Gross Margin

33.2%

↑

Debt/Equity

0.01

↓
52-Week Range$3045
$2718$4860

TradingView lightweight chart

9768.T price, volumen y niveles de valoración

Último $3,045Periodo +220.5%
Fair value: $3,045

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

+2.2%

FCF CAGR

-44.1%

FCF margin

1.3%

FCF / Net income

0.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.62B · net income $2.38B · FCF $323.1M

2022-FY → 2025-FY

Gross margin

33.2%-0.7% pts

Operating margin

12.9%-0.7% pts

Net margin

9.7%+0.3% pts

FCF margin

1.3%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.62B$24.62B$24.31B$22.70B$23.04B
Net Income$2.38B$2.38B$2.38B$1.99B$2.15B
EBITDA$4.16B$4.16B$4.20B$3.76B$4.02B
EPS——332.81278.68301.05
Gross Margin33.2%33.2%33.8%33.4%33.8%
Operating Margin12.9%12.9%13.4%12.3%13.7%
Net Margin9.7%9.7%9.8%8.8%9.3%
Balance Sheet
Debt/Equity0.010.010.020.050.04
Current Ratio2.662.66———
Cash Flow
Free Cash Flow$323.1M$323.1M$2.79B$-1.85B$1.85B
Returns
ROE7.8%7.8%8.3%7.5%8.7%
Valuation
P/E9.139.137.196.325.61
EV/EBITDA4.604.603.293.122.25
P/B0.710.710.590.470.49
Growth & Yield
Revenue Growth1.3%1.3%7.1%-1.5%—
EPS Growth——19.4%-7.4%—
Dividend Yield3.9%3.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +9.4%

Total return

+9.4%

Start / end P/E

n/dx → n/dx

EPS bridge

332.81 → n/d

Residual

+5.5%

EPS growthn/d
Multiple reratingn/d
Dividend+3.9%
Residual / FX / buybacks / cross-term+5.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.