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1764.T$2940.00+0.65%
Fair $2940.00+0.0%

1764.T

Kudo Corporation

Industrials / Engineering & ConstructionTokyo

$2940.00

+19.00 (+0.65%)

Fairly Valued+0.0%Fair Value $2940.00Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9
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 33% · confianza 18%

FCF escenarios

weak_data · normalized FCF $266.1M · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

7/9

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 4.3%, below the 5% threshold
Thesis & Journal · 1764.TLocal privado en este navegador · Kudo 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

$3.7B

P/E

7.5x

↓

EV/EBITDA

7.7x

↓

ROE

4.3%

↓

Gross Margin

12.0%

↓

Debt/Equity

1.28

↑
52-Week Range$2940
$2553$3495

TradingView lightweight chart

1764.T price, volumen y niveles de valoración

Último $2,940Periodo +1151.1%
Fair value: $2,940

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+1.2%

FCF CAGR

+21.9%

FCF margin

14.7%

FCF / Net income

14.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.52B · net income $206.8M · FCF $3.01B

2021-FY → 2024-FY

Gross margin

12.0%-0.8% pts

Operating margin

2.3%-0.7% pts

Net margin

1.0%-0.8% pts

FCF margin

14.7%+6.3% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$20.52B$20.52B$19.58B$17.01B$19.80B
Net Income$206.8M$206.8M$135.9M$121.1M$355.7M
EBITDA$710.4M$710.4M$674.6M$589.6M$890.5M
EPS165.94165.94108.19100.58311.58
Gross Margin12.0%12.0%11.9%12.5%12.8%
Operating Margin2.3%2.3%1.7%1.4%3.0%
Net Margin1.0%1.0%0.7%0.7%1.8%
Balance Sheet
Debt/Equity1.281.281.441.321.23
Current Ratio1.111.11———
Cash Flow
Free Cash Flow$3.01B$3.01B$266.1M$-1.22B$1.66B
Returns
ROE4.3%4.3%2.9%2.6%8.1%
Valuation
P/E7.477.4721.9021.497.69
EV/EBITDA7.697.6911.2511.966.02
P/B0.750.750.630.560.62
Growth & Yield
Revenue Growth4.8%4.8%15.1%-14.1%—
EPS Growth53.4%53.4%7.6%-67.7%—
Dividend Yield4.0%4.0%———

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

16.3%

exigente

EPS terminal req.

$260.88

Spread vs growth

37.1%

5Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$315.66

Spread vs growth

39.7%

10Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$508.37

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 +4.2%

Total return

+4.2%

Start / end P/E

27.1x → 17.7x

EPS bridge

108.19 → 165.94

Residual

-18.5%

EPS growth+53.4%
Multiple rerating-34.6%
Dividend+4.0%
Residual / FX / buybacks / cross-term-18.5%

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.