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1720.T$1128.00-1.40%
Fair $1128.00+0.0%

1720.T

Tokyu Construction Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$1128.00

-16.00 (-1.40%)

Fairly Valued+0.0%Fair Value $1128.00Fund rank 31/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 21%

FCF escenarios

weak_data · normalized FCF $19.7B · quality 55.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

47/100

C

Piotroski

5/9

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 · 1720.TLocal privado en este navegador · Tokyu Construction 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

$119.9B

P/E

8.9x

↓

EV/EBITDA

9.3x

↓

ROE

6.5%

↑

Gross Margin

9.8%

↓

Debt/Equity

0.27

↓
52-Week Range$1128
$873$1693

TradingView lightweight chart

1720.T price, volumen y niveles de valoración

Último $1,128Periodo -74.9%
Fair value: $1,128

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

+4.3%

FCF CAGR

+55.5%

FCF margin

13.1%

FCF / Net income

5.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $293.14B · net income $6.63B · FCF $38.53B

2022-FY → 2025-FY

Gross margin

9.8%+6.0% pts

Operating margin

3.0%+5.4% pts

Net margin

2.3%+5.2% pts

FCF margin

13.1%+9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$293.14B$293.14B$285.68B$288.87B$258.08B
Net Income$6.63B$6.63B$7.27B$5.25B$-7.46B
EBITDA$11.49B$11.49B$11.33B$9.10B$-3.32B
EPS62.7262.7268.9949.99—
Gross Margin9.8%9.8%9.1%7.6%3.8%
Operating Margin3.0%3.0%2.9%1.8%-2.4%
Net Margin2.3%2.3%2.5%1.8%-2.9%
Balance Sheet
Debt/Equity0.270.270.550.230.24
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$38.53B$38.53B$-55.69B$19.73B$10.24B
Returns
ROE6.5%6.5%7.3%5.5%-8.1%
Valuation
P/E8.948.9411.7813.34—
EV/EBITDA9.309.309.583.68—
P/B1.171.170.860.730.74
Growth & Yield
Revenue Growth2.6%2.6%-1.1%11.9%—
EPS Growth-9.1%-9.1%38.0%——
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

16.9%

exigente

EPS terminal req.

$100.09

Spread vs growth

-25.9%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$121.11

Spread vs growth

-23.2%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$195.05

Spread vs growth

-21.1%

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 +31.6%

Total return

+31.6%

Start / end P/E

12.8x → 18.0x

EPS bridge

68.99 → 62.72

Residual

-3.7%

EPS growth-9.1%
Multiple rerating+40.5%
Dividend+3.9%
Residual / FX / buybacks / cross-term-3.7%

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.