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1401.T$1290.00-0.16%
Fair $1290.00+0.0%

1401.T

Mbs Inc

Industrials / Engineering & ConstructionTokyo

$1290.00

-2.00 (-0.16%)

Fairly Valued+0.0%Fair Value $1290.00Fund rank 33/100 · Data gapFallback financials|
SA 53/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $467.1M · quality 65.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

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 · 1401.TLocal privado en este navegador · Mbs 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

$8.9B

P/E

17.6x

↑

EV/EBITDA

10.9x

↑

ROE

12.8%

↑

Gross Margin

31.6%

↑

Debt/Equity

0.00

↓
52-Week Range$1290
$780$1847

TradingView lightweight chart

1401.T price, volumen y niveles de valoración

Último $1,288Periodo +327.9%
Fair value: $1,290

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

+5.4%

FCF CAGR

+41.3%

FCF margin

9.9%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.71B · net income $472.3M · FCF $467.1M

2022-FY → 2025-FY

Gross margin

31.6%+1.9% pts

Operating margin

13.3%+2.4% pts

Net margin

10.0%+1.9% pts

FCF margin

9.9%+5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.71B$4.71B$4.36B$4.00B$4.03B
Net Income$472.3M$472.3M$403.9M$322.7M$326.0M
EBITDA$695.0M$695.0M$629.5M$507.8M$512.3M
EPS64.9664.9654.0542.6242.39
Gross Margin31.6%31.6%30.7%31.0%29.7%
Operating Margin13.3%13.3%11.4%10.8%10.9%
Net Margin10.0%10.0%9.3%8.1%8.1%
Balance Sheet
Debt/Equity0.000.000.00—0.00
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$467.1M$467.1M$476.9M$31.8M$165.6M
Returns
ROE12.8%12.8%11.6%10.0%10.9%
Valuation
P/E17.6317.6313.2711.5011.80
EV/EBITDA10.8810.886.094.504.62
P/B2.542.541.541.151.29
Growth & Yield
Revenue Growth8.2%8.2%8.8%-0.6%—
EPS Growth20.2%20.2%26.8%0.5%—
Dividend Yield1.2%1.2%———

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

20.8%

exigente

EPS terminal req.

$114.47

Spread vs growth

-0.6%

5Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$138.50

Spread vs growth

3.8%

10Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$223.06

Spread vs growth

7.1%

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 +54.1%

Total return

+54.1%

Start / end P/E

15.6x → 19.8x

EPS bridge

54.05 → 64.96

Residual

+5.5%

EPS growth+20.2%
Multiple rerating+27.3%
Dividend+1.2%
Residual / FX / buybacks / cross-term+5.5%

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.