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v0.1
1787.T$5170.00-3.54%
Fair $5170.00+0.0%

1787.T

Nakabohtec Corrosion Protecting Co.,Ltd.

Industrials / Metal FabricationTokyo

$5170.00

-190.00 (-3.54%)

Fairly Valued+0.0%Fair Value $5170.00Fund rank 32/100 · Data gapFallback financials|
SA 39/D
F-Score: 5/9

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 $638.1M · quality 60.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

39/100

D

Piotroski

5/9

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 · 1787.TLocal privado en este navegador · Nakabohtec Corrosion Protecting 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

$12.7B

P/E

12.1x

↓

EV/EBITDA

7.2x

↓

ROE

12.0%

↑

Gross Margin

25.7%

↑

Debt/Equity

N/A

•
52-Week Range$5170
$5000$6750

TradingView lightweight chart

1787.T price, volumen y niveles de valoración

Último $5,170Periodo +1557.1%
Fair value: $5,170

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

+4.5%

FCF CAGR

-22.5%

FCF margin

3.8%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.73B · net income $1.05B · FCF $566.8M

2022-FY → 2025-FY

Gross margin

25.7%+1.8% pts

Operating margin

9.9%+1.7% pts

Net margin

7.1%+1.2% pts

FCF margin

3.8%-5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.73B$14.73B$13.78B$14.16B$12.91B
Net Income$1.05B$1.05B$834.9M$899.2M$763.8M
EBITDA$1.58B$1.58B$1.29B$1.39B$1.16B
EPS425.54425.54339.09365.00312.19
Gross Margin25.7%25.7%24.5%24.1%23.9%
Operating Margin9.9%9.9%8.5%8.8%8.2%
Net Margin7.1%7.1%6.1%6.4%5.9%
Balance Sheet
Current Ratio4.584.58———
Cash Flow
Free Cash Flow$566.8M$566.8M$1.15B$638.1M$1.22B
Returns
ROE12.0%12.0%10.1%11.2%10.0%
Valuation
P/E12.1512.1514.8012.9615.31
EV/EBITDA7.237.238.807.329.28
P/B1.461.461.491.461.53
Growth & Yield
Revenue Growth6.9%6.9%-2.7%9.7%—
EPS Growth25.5%25.5%-7.1%16.9%—
Dividend Yield4.8%4.8%———

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

2.5%

fácil

EPS terminal req.

$458.75

Spread vs growth

23.0%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$555.09

Spread vs growth

20.0%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$893.98

Spread vs growth

17.8%

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 +7.2%

Total return

+7.2%

Start / end P/E

14.9x → 12.1x

EPS bridge

339.09 → 425.54

Residual

-4.7%

EPS growth+25.5%
Multiple rerating-18.4%
Dividend+4.8%
Residual / FX / buybacks / cross-term-4.7%

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.