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v0.1
1827.T$1247.00-1.58%
Fair $1247.00+0.0%

1827.T

Nakano Corporation

Industrials / Engineering & ConstructionTokyo

$1247.00

-20.00 (-1.58%)

Fairly Valued+0.0%Fair Value $1247.00Fund rank 25/100 · Data gapFallback financials|
SA 53/C
F-Score: 6/9

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 18%

FCF escenarios

weak_data · normalized FCF $-2.4B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

53/100

C

Piotroski

6/9

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 · 1827.TLocal privado en este navegador · Nakano 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

$42.9B

P/E

9.8x

↓

EV/EBITDA

5.1x

↓

ROE

6.8%

↑

Gross Margin

9.7%

↓

Debt/Equity

0.02

↓
52-Week Range$1247
$667$1710

TradingView lightweight chart

1827.T price, volumen y niveles de valoración

Último $1,247Periodo +778.2%
Fair value: $1,247

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

+4.6%

FCF CAGR

—

FCF margin

-4.3%

FCF / Net income

-1.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $110.54B · net income $2.90B · FCF $-4.73B

2022-FY → 2025-FY

Gross margin

9.7%+4.6% pts

Operating margin

3.0%+3.8% pts

Net margin

2.6%+4.3% pts

FCF margin

-4.3%-14.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$110.54B$110.54B$107.42B$114.46B$96.47B
Net Income$2.90B$2.90B$2.65B$1.91B$-1.59B
EBITDA$4.43B$4.43B$4.27B$3.42B$-313.0M
EPS84.5184.5176.9855.72—
Gross Margin9.7%9.7%9.3%7.8%5.2%
Operating Margin3.0%3.0%3.0%2.5%-0.9%
Net Margin2.6%2.6%2.5%1.7%-1.7%
Balance Sheet
Debt/Equity0.020.020.020.030.03
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$-4.73B$-4.73B$-2.43B$1.82B$9.87B
Returns
ROE6.8%6.8%6.5%5.2%-4.6%
Valuation
P/E9.779.778.036.53—
EV/EBITDA5.105.10-0.98-4.22—
P/B1.001.000.520.340.33
Growth & Yield
Revenue Growth2.9%2.9%-6.2%18.6%—
EPS Growth9.8%9.8%38.2%——
Dividend Yield2.0%2.0%———

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

9.4%

razonable

EPS terminal req.

$110.65

Spread vs growth

0.4%

5Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$133.89

Spread vs growth

0.1%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$215.63

Spread vs growth

-0.0%

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 +74.2%

Total return

+74.2%

Start / end P/E

9.4x → 14.8x

EPS bridge

76.98 → 84.51

Residual

+5.6%

EPS growth+9.8%
Multiple rerating+56.9%
Dividend+2.0%
Residual / FX / buybacks / cross-term+5.6%

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.