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1786.T$315.00-0.63%
Fair $315.00+0.0%

1786.T

Oriental Shiraishi Corporation

Industrials / Engineering & ConstructionTokyo

$315.00

-2.00 (-0.63%)

Fairly Valued+0.0%Fair Value $315.00Fund rank 37/100 · Data gapFallback financials|
SA 50/C
F-Score: 4/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.7B · quality 76.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

4/9

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 · 1786.TLocal privado en este navegador · Oriental Shiraishi 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

$40.5B

P/E

12.0x

↓

EV/EBITDA

3.5x

↓

ROE

7.2%

↑

Gross Margin

18.1%

↓

Debt/Equity

0.06

↓
52-Week Range$315
$310$440

TradingView lightweight chart

1786.T price, volumen y niveles de valoración

Último $315.00Periodo +9.0%
Fair value: $315.00

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

+2.1%

FCF CAGR

-10.2%

FCF margin

8.3%

FCF / Net income

1.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.55B · net income $3.71B · FCF $5.36B

2022-FY → 2025-FY

Gross margin

18.1%+0.9% pts

Operating margin

8.4%-0.3% pts

Net margin

5.8%-0.5% pts

FCF margin

8.3%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.55B$64.55B$67.38B$61.48B$60.73B
Net Income$3.71B$3.71B$4.63B$3.92B$3.78B
EBITDA$7.04B$7.04B$8.23B$7.05B$7.16B
EPS28.0728.0735.7033.7632.48
Gross Margin18.1%18.1%18.7%17.6%17.1%
Operating Margin8.4%8.4%9.7%8.5%8.7%
Net Margin5.8%5.8%6.9%6.4%6.2%
Balance Sheet
Debt/Equity0.060.060.070.100.13
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$5.36B$5.36B$3.72B$3.10B$7.39B
Returns
ROE7.2%7.2%9.3%9.4%9.7%
Valuation
P/E12.0312.0311.019.397.17
EV/EBITDA3.513.514.163.732.54
P/B0.810.811.020.880.70
Growth & Yield
Revenue Growth-4.2%-4.2%9.6%1.2%—
EPS Growth-21.4%-21.4%5.7%3.9%—
Dividend Yield4.6%4.6%———

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

-0.1%

fácil

EPS terminal req.

$27.95

Spread vs growth

-21.2%

5Y implied EPS CAGR

3.8%

fácil

EPS terminal req.

$33.82

Spread vs growth

-25.2%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$54.47

Spread vs growth

-28.2%

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 -9.8%

Total return

-9.8%

Start / end P/E

10.3x → 11.2x

EPS bridge

35.70 → 28.07

Residual

-1.9%

EPS growth-21.4%
Multiple rerating+8.9%
Dividend+4.6%
Residual / FX / buybacks / cross-term-1.9%

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.