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1430.T$871.00-5.39%
Fair $871.00+0.0%

1430.T

First-corporation Inc.

Consumer Cyclical / Residential ConstructionTokyo

$871.00

-51.00 (-5.39%)

Fairly Valued+0.0%Fair Value $871.00Fund rank 27/100 · Data gapFallback financials|
SA 49/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-391.5M · quality 45.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

49/100

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 · 1430.TLocal privado en este navegador · First-corporation 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

$10.4B

P/E

8.3x

↓

EV/EBITDA

3.8x

↓

ROE

17.1%

↑

Gross Margin

9.7%

↓

Debt/Equity

0.48

↑
52-Week Range$871
$835$1151

TradingView lightweight chart

1430.T price, volumen y niveles de valoración

Último $895.00Periodo +90.4%
Fair value: $871.00

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

+12.7%

FCF CAGR

-11.8%

FCF margin

4.7%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.19B · net income $1.67B · FCF $2.05B

2022-FY → 2025-FY

Gross margin

9.7%-0.8% pts

Operating margin

6.0%-0.4% pts

Net margin

3.9%-0.3% pts

FCF margin

4.7%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$43.19B$43.19B$28.49B$25.54B$30.18B
Net Income$1.67B$1.67B$944.9M$1.36B$1.27B
EBITDA$2.58B$2.58B$1.43B$2.02B$1.89B
EPS139.69139.6979.11114.75105.71
Gross Margin9.7%9.7%10.1%13.3%10.5%
Operating Margin6.0%6.0%5.1%7.8%6.4%
Net Margin3.9%3.9%3.3%5.3%4.2%
Balance Sheet
Debt/Equity0.480.480.600.500.43
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$2.05B$2.05B$-1.61B$-391.5M$2.99B
Returns
ROE17.1%17.1%11.2%17.2%18.3%
Valuation
P/E8.268.269.637.087.06
EV/EBITDA3.763.767.034.223.69
P/B1.071.071.071.221.29
Growth & Yield
Revenue Growth51.6%51.6%11.5%-15.4%—
EPS Growth76.6%76.6%-31.1%8.6%—
Dividend Yield5.1%5.1%———

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

-17.9%

fácil

EPS terminal req.

$77.29

Spread vs growth

94.5%

5Y implied EPS CAGR

-7.7%

fácil

EPS terminal req.

$93.52

Spread vs growth

84.3%

10Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$150.61

Spread vs growth

75.8%

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 -0.6%

Total return

-0.6%

Start / end P/E

12.0x → 6.4x

EPS bridge

79.11 → 139.69

Residual

-35.7%

EPS growth+76.6%
Multiple rerating-46.6%
Dividend+5.1%
Residual / FX / buybacks / cross-term-35.7%

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.