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1726.T$526.00+0.00%
Fair $526.00+0.0%

1726.T

Br. Holdings Corporation

Industrials / Engineering & ConstructionTokyo

$526.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $526.00Fund rank 20/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9

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 14%

FCF escenarios

weak_data · normalized FCF $-1.4B · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

35/100

D

Piotroski

3/9

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 · 1726.TLocal privado en este navegador · Br. Holdings Corporation
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

$23.9B

P/E

11.4x

↓

EV/EBITDA

16.7x

↑

ROE

8.4%

↑

Gross Margin

12.2%

↓

Debt/Equity

1.26

↑
52-Week Range$526
$319$531

TradingView lightweight chart

1726.T price, volumen y niveles de valoración

Último $526.00Periodo +494.4%
Fair value: $526.00

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

+4.3%

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

-1.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.77B · net income $1.27B · FCF $-1.40B

2022-FY → 2025-FY

Gross margin

12.2%-1.3% pts

Operating margin

4.8%-1.6% pts

Net margin

3.1%-1.1% pts

FCF margin

-3.4%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.77B$40.77B$40.26B$36.02B$35.90B
Net Income$1.27B$1.27B$1.35B$1.02B$1.53B
EBITDA$2.46B$2.46B$2.47B$2.04B$2.68B
EPS28.0728.0729.5822.4333.55
Gross Margin12.2%12.2%12.3%11.9%13.5%
Operating Margin4.8%4.8%5.1%4.5%6.4%
Net Margin3.1%3.1%3.4%2.8%4.3%
Balance Sheet
Debt/Equity1.261.261.181.150.70
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$-1.40B$-1.40B$-145.0M$-5.90B$-537.0M
Returns
ROE8.4%8.4%9.4%7.4%11.5%
Valuation
P/E11.3611.3612.2415.659.00
EV/EBITDA16.7316.7312.8614.777.99
P/B1.581.581.151.161.03
Growth & Yield
Revenue Growth1.3%1.3%11.8%0.3%—
EPS Growth-5.1%-5.1%31.9%-33.1%—
Dividend Yield3.0%3.0%———

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

18.5%

exigente

EPS terminal req.

$46.67

Spread vs growth

-23.6%

5Y implied EPS CAGR

15.0%

exigente

EPS terminal req.

$56.48

Spread vs growth

-20.1%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$90.95

Spread vs growth

-17.6%

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 +62.9%

Total return

+62.9%

Start / end P/E

11.1x → 18.7x

EPS bridge

29.58 → 28.07

Residual

-3.5%

EPS growth-5.1%
Multiple rerating+68.5%
Dividend+3.0%
Residual / FX / buybacks / cross-term-3.5%

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.