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1758.T$2411.00-3.60%
Fair $2411.00+0.0%

1758.T

Taiyo Kisokogyo Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$2411.00

-90.00 (-3.60%)

Fairly Valued+0.0%Fair Value $2411.00Fund rank 28/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9
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 19%

FCF escenarios

weak_data · normalized FCF $525.7M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

50/100

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: 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 4.9%, below the 5% threshold
Thesis & Journal · 1758.TLocal privado en este navegador · Taiyo Kisokogyo 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

$4.8B

P/E

10.4x

↓

EV/EBITDA

1.1x

↓

ROE

4.9%

↓

Gross Margin

9.8%

↓

Debt/Equity

0.02

↓
52-Week Range$2411
$1727$2805

TradingView lightweight chart

1758.T price, volumen y niveles de valoración

Último $2,411Periodo +151.6%
Fair value: $2,411

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-0.5%

FCF CAGR

—

FCF margin

3.6%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.51B · net income $463.0M · FCF $525.7M

2023-FY → 2026-FY

Gross margin

9.8%-1.4% pts

Operating margin

3.8%-1.6% pts

Net margin

3.2%-1.0% pts

FCF margin

3.6%+5.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$14.51B$14.51B$13.48B$14.57B$14.71B
Net Income$463.0M$463.0M$229.8M$212.2M$613.5M
EBITDA$941.1M$941.1M$770.1M$670.9M$1.26B
EPS——115.51107.96296.56
Gross Margin9.8%9.8%8.6%9.2%11.3%
Operating Margin3.8%3.8%1.3%1.5%5.4%
Net Margin3.2%3.2%1.7%1.5%4.2%
Balance Sheet
Debt/Equity0.020.020.020.030.06
Current Ratio3.423.42———
Cash Flow
Free Cash Flow$525.7M$525.7M$-89.7M$659.4M$-248.1M
Returns
ROE4.9%4.9%2.6%2.4%7.1%
Valuation
P/E10.3810.3815.4518.535.84
EV/EBITDA1.071.070.540.990.29
P/B0.510.510.400.450.40
Growth & Yield
Revenue Growth7.6%7.6%-7.5%-0.9%—
EPS Growth——7.0%-63.6%—
Dividend Yield2.7%2.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +39.8%

Total return

+39.8%

Start / end P/E

n/dx → n/dx

EPS bridge

115.51 → n/d

Residual

+37.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.7%
Residual / FX / buybacks / cross-term+37.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.