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1434.T$1956.00-2.42%
Fair $1956.00+0.0%

1434.T

Jesco Holdings, Inc.

Industrials / Engineering & ConstructionTokyo

$1956.00

-49.00 (-2.42%)

Fairly Valued+0.0%Fair Value $1956.00Fund rank 23/100 · Data gapFallback financials|
SA 59/C
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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-851.8M · quality 35.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

59/100

C

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 · 1434.TLocal privado en este navegador · Jesco 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

$13.6B

P/E

8.9x

↓

EV/EBITDA

7.6x

↓

ROE

14.4%

↑

Gross Margin

16.5%

↓

Debt/Equity

0.74

↑
52-Week Range$1956
$831$2624

TradingView lightweight chart

1434.T price, volumen y niveles de valoración

Último $1,974Periodo +264.9%
Fair value: $1,956

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

+22.5%

FCF CAGR

+8.7%

FCF margin

4.7%

FCF / Net income

0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.07B · net income $1.08B · FCF $896.3M

2022-FY → 2025-FY

Gross margin

16.5%+1.3% pts

Operating margin

9.0%+1.6% pts

Net margin

5.6%+0.7% pts

FCF margin

4.7%-2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.07B$19.07B$14.80B$11.10B$10.38B
Net Income$1.08B$1.08B$1.01B$1.18B$512.7M
EBITDA$2.11B$2.11B$1.80B$1.93B$914.9M
EPS155.31155.31146.63173.1175.96
Gross Margin16.5%16.5%18.4%15.6%15.2%
Operating Margin9.0%9.0%7.7%3.8%7.5%
Net Margin5.6%5.6%6.8%10.6%4.9%
Balance Sheet
Debt/Equity0.740.740.841.021.06
Current Ratio2.622.62———
Cash Flow
Free Cash Flow$896.3M$896.3M$-851.8M$-2.40B$696.9M
Returns
ROE14.4%14.4%15.3%21.1%11.6%
Valuation
P/E8.898.894.643.756.06
EV/EBITDA7.627.624.193.946.50
P/B1.811.810.710.790.70
Growth & Yield
Revenue Growth28.8%28.8%33.3%7.0%—
EPS Growth5.9%5.9%-15.3%127.9%—
Dividend Yield2.4%2.4%———

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

3.8%

fácil

EPS terminal req.

$173.56

Spread vs growth

2.1%

5Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$210.01

Spread vs growth

-0.3%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$338.22

Spread vs growth

-2.2%

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 +129.1%

Total return

+129.1%

Start / end P/E

5.9x → 12.7x

EPS bridge

146.63 → 155.31

Residual

+6.7%

EPS growth+5.9%
Multiple rerating+114.0%
Dividend+2.4%
Residual / FX / buybacks / cross-term+6.7%

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.