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9889.T$1247.00+1.05%
Fair $1247.00+0.0%

9889.T

JBCC Holdings Inc.

Technology / Information Technology ServicesTokyo

$1247.00

+13.00 (+1.05%)

Fairly Valued+0.0%Fair Value $1247.00Fund rank 33/100 · Data gapFallback financials|
SA 62/B
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 60.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

62/100

B

Piotroski

6/9

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 · 9889.TLocal privado en este navegador · JBCC 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

$75.7B

P/E

14.4x

↓

EV/EBITDA

9.0x

↓

ROE

19.0%

↑

Gross Margin

30.0%

↓

Debt/Equity

0.11

↓
52-Week Range$1247
$1160$1692

TradingView lightweight chart

9889.T price, volumen y niveles de valoración

Último $1,247Periodo +232.5%
Fair value: $1,247

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

+7.7%

FCF CAGR

+24.8%

FCF margin

9.3%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.87B · net income $4.60B · FCF $6.50B

2022-FY → 2025-FY

Gross margin

30.0%-0.4% pts

Operating margin

8.8%+3.3% pts

Net margin

6.6%+2.6% pts

FCF margin

9.3%+3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.87B$69.87B$65.19B$58.14B$55.93B
Net Income$4.60B$4.60B$3.19B$2.68B$2.25B
EBITDA$6.89B$6.89B$5.08B$4.33B$3.82B
EPS74.1974.1950.8642.6435.06
Gross Margin30.0%30.0%29.7%31.0%30.4%
Operating Margin8.8%8.8%6.8%6.5%5.5%
Net Margin6.6%6.6%4.9%4.6%4.0%
Balance Sheet
Debt/Equity0.110.110.000.010.03
Current Ratio2.082.08———
Cash Flow
Free Cash Flow$6.50B$6.50B$1.13B$129.0M$3.34B
Returns
ROE19.0%19.0%15.0%13.5%12.5%
Valuation
P/E14.4414.4415.7312.1710.85
EV/EBITDA9.049.047.945.123.36
P/B3.203.202.371.641.35
Growth & Yield
Revenue Growth7.2%7.2%12.1%4.0%—
EPS Growth45.9%45.9%19.3%21.6%—
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

14.3%

razonable

EPS terminal req.

$110.65

Spread vs growth

31.6%

5Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$133.89

Spread vs growth

33.3%

10Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$215.63

Spread vs growth

34.6%

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 -6.0%

Total return

-6.0%

Start / end P/E

27.3x → 16.8x

EPS bridge

50.86 → 74.19

Residual

-17.6%

EPS growth+45.9%
Multiple rerating-38.4%
Dividend+4.0%
Residual / FX / buybacks / cross-term-17.6%

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.