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9795.T$2184.00+0.05%
Fair $2184.00+0.0%

9795.T

Step Co.,Ltd.

Consumer Defensive / Education & Training ServicesTokyo

$2184.00

+1.00 (+0.05%)

Fairly Valued+0.0%Fair Value $2184.00Fund rank 39/100 · Data gapFallback financials|
SA 50/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 $3.1B · quality 85.3/100

Data gap 39/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

50/100

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 · 9795.TLocal privado en este navegador · Step Co.,Ltd.
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

$33.8B

P/E

12.5x

↓

EV/EBITDA

6.1x

↓

ROE

9.8%

↑

Gross Margin

29.7%

↑

Debt/Equity

0.01

↓
52-Week Range$2184
$2158$2620

TradingView lightweight chart

9795.T price, volumen y niveles de valoración

Último $2,184Periodo +374.8%
Fair value: $2,184

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

+5.1%

FCF CAGR

+4.6%

FCF margin

19.5%

FCF / Net income

1.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.85B · net income $2.69B · FCF $3.10B

2022-FY → 2025-FY

Gross margin

29.7%-2.8% pts

Operating margin

23.9%-2.9% pts

Net margin

17.0%-1.8% pts

FCF margin

19.5%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.85B$15.85B$15.10B$14.44B$13.65B
Net Income$2.69B$2.69B$2.51B$2.41B$2.56B
EBITDA$4.39B$4.39B$4.09B$3.78B$4.22B
EPS170.35170.35—145.71155.27
Gross Margin29.7%29.7%29.0%27.7%32.5%
Operating Margin23.9%23.9%23.3%22.1%26.8%
Net Margin17.0%17.0%16.6%16.7%18.8%
Balance Sheet
Debt/Equity0.010.010.010.010.02
Current Ratio4.074.07———
Cash Flow
Free Cash Flow$3.10B$3.10B$3.07B$2.38B$2.71B
Returns
ROE9.8%9.8%9.6%9.3%10.3%
Valuation
P/E12.5112.51—11.7011.99
EV/EBITDA6.116.115.704.965.16
P/B1.261.261.241.091.24
Growth & Yield
Revenue Growth5.0%5.0%4.5%5.8%—
EPS Growth———-6.2%—
Dividend Yield4.0%4.0%———

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

4.4%

fácil

EPS terminal req.

$193.79

Spread vs growth

0.6%

5Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$234.49

Spread vs growth

-1.6%

10Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$377.65

Spread vs growth

-3.3%

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 +0.2%

Total return

+0.2%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 170.35

Residual

-3.8%

EPS growthn/d
Multiple reratingn/d
Dividend+4.0%
Residual / FX / buybacks / cross-term-3.8%

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.