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1450.T$1423.00+0.21%
Fair $1423.00+0.0%

1450.T

TANAKEN Inc.

Industrials / Engineering & ConstructionTokyo

$1423.00

+3.00 (+0.21%)

Fairly Valued+0.0%Fair Value $1423.00Fund rank 27/100 · Data gapFallback financials|
SA 48/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $402.5M · quality 41.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

48/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 1450.TLocal privado en este navegador · TANAKEN 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

$12.4B

P/E

8.2x

↓

EV/EBITDA

3.5x

↓

ROE

19.2%

↑

Gross Margin

26.9%

↑

Debt/Equity

N/A

•
52-Week Range$1423
$1308$1870

TradingView lightweight chart

1450.T price, volumen y niveles de valoración

Último $1,415Periodo +135.9%
Fair value: $1,423

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

+7.7%

FCF CAGR

+4.1%

FCF margin

17.2%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.29B · net income $1.58B · FCF $2.11B

2022-FY → 2025-FY

Gross margin

26.9%+5.2% pts

Operating margin

19.0%+4.5% pts

Net margin

12.8%+3.0% pts

FCF margin

17.2%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.29B$12.29B$10.68B$11.25B$9.82B
Net Income$1.58B$1.58B$1.09B$1.09B$967.4M
EBITDA$2.39B$2.39B$1.70B$1.63B$1.47B
EPS181.21181.21125.33124.93111.21
Gross Margin26.9%26.9%23.4%20.7%21.8%
Operating Margin19.0%19.0%15.1%13.9%14.4%
Net Margin12.8%12.8%10.2%9.7%9.8%
Balance Sheet
Current Ratio3.943.94———
Cash Flow
Free Cash Flow$2.11B$2.11B$402.5M$-271.2M$1.88B
Returns
ROE19.2%19.2%15.6%17.5%17.8%
Valuation
P/E8.248.247.8210.418.14
EV/EBITDA3.463.463.605.523.33
P/B1.511.511.221.821.45
Growth & Yield
Revenue Growth15.1%15.1%-5.1%14.5%—
EPS Growth44.6%44.6%0.3%12.3%—
Dividend Yield3.9%3.9%———

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

-11.3%

fácil

EPS terminal req.

$126.27

Spread vs growth

55.9%

5Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$152.78

Spread vs growth

47.9%

10Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$246.06

Spread vs growth

41.5%

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 +10.4%

Total return

+10.4%

Start / end P/E

10.6x → 7.8x

EPS bridge

125.33 → 181.21

Residual

-11.8%

EPS growth+44.6%
Multiple rerating-26.4%
Dividend+3.9%
Residual / FX / buybacks / cross-term-11.8%

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.