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1776.T$1996.00+0.05%
Fair $1996.00+0.0%

1776.T

Sumiken Mitsui Road Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$1996.00

+1.00 (+0.05%)

Fairly Valued+0.0%Fair Value $1996.00Fund rank 27/100 · Data gapFallback financials|
SA 51/C
F-Score: 2/9
Declining RevenueLow 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 18%

FCF escenarios

weak_data · normalized FCF $831.0M · quality 46.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

51/100

C

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 1.2%, below the 5% threshold
Thesis & Journal · 1776.TLocal privado en este navegador · Sumiken Mitsui Road 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

$18.4B

P/E

47.0x

↑

EV/EBITDA

13.8x

↑

ROE

1.2%

↓

Gross Margin

8.2%

↓

Debt/Equity

0.00

↓
52-Week Range$1996
$1363$1999

TradingView lightweight chart

1776.T price, volumen y niveles de valoración

Último $1,996Periodo +1132.1%
Fair value: $1,996

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

-1.5%

FCF CAGR

—

FCF margin

-11.9%

FCF / Net income

-21.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.16B · net income $167.0M · FCF $-3.60B

2022-FY → 2025-FY

Gross margin

8.2%-2.0% pts

Operating margin

0.7%-2.2% pts

Net margin

0.6%-1.4% pts

FCF margin

-11.9%-9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.16B$30.16B$30.91B$31.91B$31.54B
Net Income$167.0M$167.0M$587.0M$630.0M$627.0M
EBITDA$822.0M$822.0M$1.45B$1.42B$1.47B
EPS18.2818.2864.0769.0068.73
Gross Margin8.2%8.2%10.3%10.2%10.2%
Operating Margin0.7%0.7%3.2%3.2%3.0%
Net Margin0.6%0.6%1.9%2.0%2.0%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio2.232.23———
Cash Flow
Free Cash Flow$-3.60B$-3.60B$831.0M$1.35B$-733.0M
Returns
ROE1.2%1.2%4.3%4.7%4.8%
Valuation
P/E46.9546.9517.1712.4315.50
EV/EBITDA13.8013.80-0.73-2.000.04
P/B1.351.350.740.590.75
Growth & Yield
Revenue Growth-2.4%-2.4%-3.1%1.2%—
EPS Growth-71.5%-71.5%-7.1%0.4%—
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

113.2%

muy exigente

EPS terminal req.

$177.11

Spread vs growth

-184.7%

5Y implied EPS CAGR

63.6%

muy exigente

EPS terminal req.

$214.31

Spread vs growth

-135.1%

10Y implied EPS CAGR

34.2%

muy exigente

EPS terminal req.

$345.14

Spread vs growth

-105.6%

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 +44.8%

Total return

+44.8%

Start / end P/E

22.1x → 109.2x

EPS bridge

64.07 → 18.28

Residual

-281.1%

EPS growth-71.5%
Multiple rerating+393.4%
Dividend+4.0%
Residual / FX / buybacks / cross-term-281.1%

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.