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1795.T$4810.00+0.00%
Fair $4810.00+0.0%

1795.T

Masaru Corporation

Industrials / Engineering & ConstructionTokyo

$4810.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $4810.00Fund rank 31/100 · Data gapFallback financials|
SA 72/B
F-Score: 8/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $410.9M · quality 54.0/100

Data gap 31/100
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

72/100

B

Piotroski

8/9

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 · 1795.TLocal privado en este navegador · Masaru 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

$4.3B

P/E

10.2x

↓

EV/EBITDA

2.6x

↓

ROE

7.7%

↑

Gross Margin

20.9%

↓

Debt/Equity

0.20

↓
52-Week Range$4810
$4000$5000

TradingView lightweight chart

1795.T price, volumen y niveles de valoración

Último $4,810Periodo +113.8%
Fair value: $4,810

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

+15.2%

FCF CAGR

—

FCF margin

11.4%

FCF / Net income

3.00x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.65B · net income $405.2M · FCF $1.22B

2022-FY → 2025-FY

Gross margin

20.9%+3.3% pts

Operating margin

6.0%+3.1% pts

Net margin

3.8%+1.1% pts

FCF margin

11.4%+15.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.65B$10.65B$8.95B$8.64B$6.96B
Net Income$405.2M$405.2M$277.4M$344.8M$191.4M
EBITDA$747.7M$747.7M$475.0M$552.2M$348.7M
EPS455.94455.94313.54391.73218.58
Gross Margin20.9%20.9%20.0%20.1%17.6%
Operating Margin6.0%6.0%4.6%5.8%2.9%
Net Margin3.8%3.8%3.1%4.0%2.8%
Balance Sheet
Debt/Equity0.200.200.230.070.07
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$1.22B$1.22B$410.9M$229.6M$-284.1M
Returns
ROE7.7%7.7%5.6%7.3%4.3%
Valuation
P/E10.1810.1812.308.6414.37
EV/EBITDA2.602.604.622.593.63
P/B0.810.810.690.630.62
Growth & Yield
Revenue Growth19.0%19.0%3.6%24.1%—
EPS Growth45.4%45.4%-20.0%79.2%—
Dividend Yield2.3%2.3%———

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

-2.2%

fácil

EPS terminal req.

$426.81

Spread vs growth

47.6%

5Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$516.44

Spread vs growth

42.9%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$831.73

Spread vs growth

39.2%

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 +21.1%

Total return

+21.1%

Start / end P/E

12.9x → 10.5x

EPS bridge

313.54 → 455.94

Residual

-8.3%

EPS growth+45.4%
Multiple rerating-18.3%
Dividend+2.3%
Residual / FX / buybacks / cross-term-8.3%

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.