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1444.T$2770.00+0.84%
Fair $2770.00+0.0%

1444.T

Nissou Co.,Ltd.

Consumer Cyclical / Residential ConstructionTokyo

$2770.00

+23.00 (+0.84%)

Fairly Valued+0.0%Fair Value $2770.00Fund rank 26/100 · Data gapFallback financials|
SA 43/C
F-Score: 2/9
Low Profitability

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 $44.5M · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

43/100

C

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.7%, below the 5% threshold
Thesis & Journal · 1444.TLocal privado en este navegador · Nissou Co.,Ltd.
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

$3.0B

P/E

119.8x

↑

EV/EBITDA

26.5x

↑

ROE

1.7%

↓

Gross Margin

22.9%

↓

Debt/Equity

0.52

↑
52-Week Range$2770
$2404$3005

TradingView lightweight chart

1444.T price, volumen y niveles de valoración

Último $2,770Periodo +29.4%
Fair value: $2,770

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+18.8%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-3.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.68B · net income $25.2M · FCF $-79.3M

2021-FY → 2024-FY

Gross margin

22.9%-3.4% pts

Operating margin

1.2%-4.5% pts

Net margin

0.5%-3.1% pts

FCF margin

-1.7%-1.4% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$4.68B$4.68B$4.17B$3.50B$2.79B
Net Income$25.2M$25.2M$69.5M$137.0M$102.2M
EBITDA$90.7M$90.7M$162.5M$217.3M$171.0M
EPS23.1223.1263.92146.97—
Gross Margin22.9%22.9%23.7%24.5%26.3%
Operating Margin1.2%1.2%3.6%6.3%5.7%
Net Margin0.5%0.5%1.7%3.9%3.7%
Balance Sheet
Debt/Equity0.520.520.350.000.00
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$-79.3M$-79.3M$44.5M$100.3M$-8.0M
Returns
ROE1.7%1.7%4.7%10.2%10.1%
Valuation
P/E119.81119.8137.37——
EV/EBITDA26.5326.5311.75——
P/B2.012.011.76——
Growth & Yield
Revenue Growth12.3%12.3%18.9%25.7%—
EPS Growth-63.8%-63.8%-56.5%——

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

119.9%

muy exigente

EPS terminal req.

$245.79

Spread vs growth

-183.7%

5Y implied EPS CAGR

66.7%

muy exigente

EPS terminal req.

$297.41

Spread vs growth

-130.5%

10Y implied EPS CAGR

35.4%

muy exigente

EPS terminal req.

$478.98

Spread vs growth

-99.2%

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 +12.7%

Total return

+12.7%

Start / end P/E

38.5x → 119.8x

EPS bridge

63.92 → 23.12

Residual

-135.0%

EPS growth-63.8%
Multiple rerating+211.6%
Dividend+0.0%
Residual / FX / buybacks / cross-term-135.0%

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.