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1407.T$2489.00-4.27%
Fair $2489.00+0.0%

1407.T

West Holdings Corporation

Utilities / Utilities - RenewableTokyo

$2489.00

-111.00 (-4.27%)

Fairly Valued+0.0%Fair Value $2489.00Fund rank 18/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9
High Debt

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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $182.0M · quality 19.7/100

Data gap 18/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

35/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Debt-to-Equity ratio is 2.60, above the 2.0 threshold
Thesis & Journal · 1407.TLocal privado en este navegador · West Holdings Corporation
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

$98.7B

P/E

19.1x

↑

EV/EBITDA

13.6x

↑

ROE

14.8%

↑

Gross Margin

34.5%

↑

Debt/Equity

2.60

↑
52-Week Range$2489
$1294$3270

TradingView lightweight chart

1407.T price, volumen y niveles de valoración

Último $2,489Periodo +404.8%
Fair value: $2,489

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

-11.1%

FCF CAGR

—

FCF margin

0.4%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.25B · net income $5.36B · FCF $182.0M

2022-FY → 2025-FY

Gross margin

34.5%+13.0% pts

Operating margin

18.3%+6.7% pts

Net margin

11.3%+5.0% pts

FCF margin

0.4%+15.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.25B$47.25B$50.39B$43.73B$67.17B
Net Income$5.36B$5.36B$6.76B$6.02B$4.26B
EBITDA$11.58B$11.58B$12.96B$10.97B$7.65B
EPS——147.97147.97104.71
Gross Margin34.5%34.5%36.8%35.1%21.5%
Operating Margin18.3%18.3%21.0%19.4%11.6%
Net Margin11.3%11.3%13.4%13.8%6.3%
Balance Sheet
Debt/Equity2.602.602.272.492.15
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$182.0M$182.0M$-6.55B$3.42B$-10.36B
Returns
ROE14.8%14.8%20.3%19.2%15.5%
Valuation
P/E19.1119.1117.4919.7141.35
EV/EBITDA13.5813.5812.8013.7327.13
P/B2.722.723.563.786.39
Growth & Yield
Revenue Growth-6.2%-6.2%15.2%-34.9%—
EPS Growth——0.0%41.3%—
Dividend Yield2.7%2.7%———

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 +62.2%

Total return

+62.2%

Start / end P/E

n/dx → n/dx

EPS bridge

147.97 → n/d

Residual

+59.6%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term+59.6%

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.