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v0.1
1446.T$524.00-0.19%
Fair $524.00+0.0%

1446.T

CANDEAL Co.,Ltd

Industrials / Engineering & ConstructionTokyo

$524.00

-1.00 (-0.19%)

Fairly Valued+0.0%Fair Value $524.00Fund rank 37/100 · Data gapFallback financials|
SA 51/C
F-Score: 8/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $358.9M · quality 77.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

51/100

C

Piotroski

8/9

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 · 1446.TLocal privado en este navegador · CANDEAL 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

$4.9B

P/E

19.0x

↑

EV/EBITDA

6.4x

↓

ROE

6.6%

↑

Gross Margin

36.2%

↑

Debt/Equity

0.41

↑
52-Week Range$524
$516$598

TradingView lightweight chart

1446.T price, volumen y niveles de valoración

Último $524.00Periodo -27.7%
Fair value: $524.00

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

+7.1%

FCF CAGR

-5.5%

FCF margin

2.6%

FCF / Net income

1.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.86B · net income $196.4M · FCF $358.9M

2022-FY → 2025-FY

Gross margin

36.2%-0.2% pts

Operating margin

3.0%+0.0% pts

Net margin

1.4%+0.5% pts

FCF margin

2.6%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.86B$13.86B$13.22B$12.31B$11.27B
Net Income$196.4M$196.4M$138.0M$224.6M$105.5M
EBITDA$693.8M$693.8M$616.8M$708.4M$571.1M
EPS21.1721.1714.9124.3711.20
Gross Margin36.2%36.2%35.5%36.1%36.3%
Operating Margin3.0%3.0%2.7%3.7%3.0%
Net Margin1.4%1.4%1.0%1.8%0.9%
Balance Sheet
Debt/Equity0.410.410.540.641.00
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$358.9M$358.9M$355.8M$554.4M$425.5M
Returns
ROE6.6%6.6%4.9%8.3%4.2%
Valuation
P/E18.9718.9736.6223.1043.93
EV/EBITDA6.426.428.007.509.22
P/B1.641.641.801.921.84
Growth & Yield
Revenue Growth4.8%4.8%7.4%9.2%—
EPS Growth42.0%42.0%-38.8%117.6%—
Dividend Yield1.9%1.9%———

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

30.0%

muy exigente

EPS terminal req.

$46.50

Spread vs growth

12.0%

5Y implied EPS CAGR

21.6%

exigente

EPS terminal req.

$56.26

Spread vs growth

20.4%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$90.61

Spread vs growth

26.3%

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 -3.9%

Total return

-3.9%

Start / end P/E

37.3x → 24.8x

EPS bridge

14.91 → 21.17

Residual

-14.1%

EPS growth+42.0%
Multiple rerating-33.6%
Dividend+1.9%
Residual / FX / buybacks / cross-term-14.1%

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.