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1793.T$1880.00+0.53%
Fair $1880.00+0.0%

1793.T

Ohmoto Gumi Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$1880.00

+10.00 (+0.53%)

Fairly Valued+0.0%Fair Value $1880.00Fund rank 24/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9
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 $-661.0M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

54/100

C

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: 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 2.8%, below the 5% threshold
Thesis & Journal · 1793.TLocal privado en este navegador · Ohmoto Gumi 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

$47.8B

P/E

26.4x

↑

EV/EBITDA

13.7x

↑

ROE

2.8%

↓

Gross Margin

11.1%

↓

Debt/Equity

0.05

↓
52-Week Range$1880
$1143$2150

TradingView lightweight chart

1793.T price, volumen y niveles de valoración

Último $1,880Periodo -49.9%
Fair value: $1,880

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

-0.6%

FCF CAGR

—

FCF margin

-0.9%

FCF / Net income

-0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.09B · net income $1.79B · FCF $-661.0M

2022-FY → 2025-FY

Gross margin

11.1%+0.8% pts

Operating margin

2.6%-0.7% pts

Net margin

2.6%+0.0% pts

FCF margin

-0.9%+8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.09B$70.09B$83.06B$94.48B$71.28B
Net Income$1.79B$1.79B$1.02B$516.0M$1.78B
EBITDA$3.34B$3.34B$2.54B$1.37B$3.18B
EPS63.4763.4735.7517.5558.72
Gross Margin11.1%11.1%9.6%6.5%10.3%
Operating Margin2.6%2.6%2.0%0.6%3.3%
Net Margin2.6%2.6%1.2%0.5%2.5%
Balance Sheet
Debt/Equity0.050.050.120.17—
Current Ratio2.662.66———
Cash Flow
Free Cash Flow$-661.0M$-661.0M$11.94B$-21.27B$-6.36B
Returns
ROE2.8%2.8%1.5%0.8%2.7%
Valuation
P/E26.3926.3936.2464.1216.80
EV/EBITDA13.7113.7110.4624.404.19
P/B0.820.820.550.500.44
Growth & Yield
Revenue Growth-15.6%-15.6%-12.1%32.6%—
EPS Growth77.5%77.5%103.8%-70.1%—
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

38.0%

muy exigente

EPS terminal req.

$166.82

Spread vs growth

39.5%

5Y implied EPS CAGR

26.0%

muy exigente

EPS terminal req.

$201.85

Spread vs growth

51.5%

10Y implied EPS CAGR

17.7%

exigente

EPS terminal req.

$325.08

Spread vs growth

59.8%

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 +64.1%

Total return

+64.1%

Start / end P/E

32.8x → 29.6x

EPS bridge

35.75 → 63.47

Residual

-7.6%

EPS growth+77.5%
Multiple rerating-9.8%
Dividend+4.0%
Residual / FX / buybacks / cross-term-7.6%

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.