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v0.1
1810.T$1321.00-1.27%
Fair $1321.00+0.0%

1810.T

Matsui Construction Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$1321.00

-17.00 (-1.27%)

Fairly Valued+0.0%Fair Value $1321.00Fund rank 28/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $6.6B · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

59/100

C

Piotroski

7/9

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 · 1810.TLocal privado en este navegador · Matsui Construction 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

$37.7B

P/E

8.7x

↓

EV/EBITDA

6.2x

↓

ROE

5.4%

↓

Gross Margin

7.6%

↓

Debt/Equity

0.06

↓
52-Week Range$1321
$1045$1964

TradingView lightweight chart

1810.T price, volumen y niveles de valoración

Último $1,321Periodo +387.6%
Fair value: $1,321

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

+6.4%

FCF CAGR

—

FCF margin

6.9%

FCF / Net income

2.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $99.25B · net income $2.73B · FCF $6.84B

2022-FY → 2025-FY

Gross margin

7.6%-0.4% pts

Operating margin

3.4%+0.5% pts

Net margin

2.7%+0.6% pts

FCF margin

6.9%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$99.25B$99.25B$96.97B$88.66B$82.47B
Net Income$2.73B$2.73B$1.16B$1.70B$1.79B
EBITDA$4.44B$4.44B$2.21B$3.08B$3.35B
EPS94.3294.3239.8557.5058.93
Gross Margin7.6%7.6%4.9%7.4%8.0%
Operating Margin3.4%3.4%0.3%2.6%2.9%
Net Margin2.7%2.7%1.2%1.9%2.2%
Balance Sheet
Debt/Equity0.060.060.11——
Current Ratio1.921.92———
Cash Flow
Free Cash Flow$6.84B$6.84B$-16.95B$6.59B$-2.72B
Returns
ROE5.4%5.4%2.4%3.9%4.2%
Valuation
P/E8.708.7022.1811.2911.18
EV/EBITDA6.246.249.71-0.192.02
P/B0.750.750.540.440.47
Growth & Yield
Revenue Growth2.4%2.4%9.4%7.5%—
EPS Growth136.7%136.7%-30.7%-2.4%—
Dividend Yield5.2%5.2%———

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

7.5%

razonable

EPS terminal req.

$117.22

Spread vs growth

129.2%

5Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$141.83

Spread vs growth

128.2%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$228.42

Spread vs growth

127.4%

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 +29.2%

Total return

+29.2%

Start / end P/E

26.8x → 14.0x

EPS bridge

39.85 → 94.32

Residual

-65.1%

EPS growth+136.7%
Multiple rerating-47.6%
Dividend+5.2%
Residual / FX / buybacks / cross-term-65.1%

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.