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9790.T$3150.00+1.29%
Fair $3150.00+0.0%

9790.T

Fukui Computer Holdings,Inc.

Technology / Software - ApplicationTokyo

$3150.00

+40.00 (+1.29%)

Fairly Valued+0.0%Fair Value $3150.00Fund rank 34/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9

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 $4.6B · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

40/100

C

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 9790.TLocal privado en este navegador · Fukui Computer Holdings,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

$65.1B

P/E

15.1x

↓

EV/EBITDA

7.0x

↓

ROE

15.5%

↑

Gross Margin

79.2%

↑

Debt/Equity

N/A

•
52-Week Range$3150
$2893$3485

TradingView lightweight chart

9790.T price, volumen y niveles de valoración

Último $3,150Periodo +369.8%
Fair value: $3,150

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

+0.9%

FCF CAGR

+1.7%

FCF margin

31.9%

FCF / Net income

1.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.72B · net income $4.19B · FCF $4.70B

2022-FY → 2025-FY

Gross margin

79.2%+1.3% pts

Operating margin

41.4%-2.7% pts

Net margin

28.5%-1.0% pts

FCF margin

31.9%+0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.72B$14.72B$13.82B$13.63B$14.33B
Net Income$4.19B$4.19B$3.82B$3.81B$4.22B
EBITDA$6.32B$6.32B$5.80B$5.86B$6.51B
EPS202.65202.65184.63184.24—
Gross Margin79.2%79.2%77.8%78.4%77.9%
Operating Margin41.4%41.4%40.4%41.0%44.1%
Net Margin28.5%28.5%27.6%27.9%29.5%
Balance Sheet
Current Ratio4.004.00———
Cash Flow
Free Cash Flow$4.70B$4.70B$4.58B$2.85B$4.46B
Returns
ROE15.5%15.5%15.6%17.6%22.3%
Valuation
P/E15.0915.0913.7414.27—
EV/EBITDA6.956.955.626.197.58
P/B2.402.402.152.513.50
Growth & Yield
Revenue Growth6.5%6.5%1.4%-4.9%—
EPS Growth9.8%9.8%0.2%——
Dividend Yield2.5%2.5%———

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

11.3%

razonable

EPS terminal req.

$279.51

Spread vs growth

-1.6%

5Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$338.21

Spread vs growth

-1.0%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$544.69

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 +7.1%

Total return

+7.1%

Start / end P/E

16.3x → 15.5x

EPS bridge

184.63 → 202.65

Residual

-0.5%

EPS growth+9.8%
Multiple rerating-4.7%
Dividend+2.5%
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.