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1828.T$2224.00+0.82%
Fair $2224.00+0.0%

1828.T

Tanabe Engineering Corporation

Industrials / Engineering & ConstructionTokyo

$2224.00

+18.00 (+0.82%)

Fairly Valued+0.0%Fair Value $2224.00Fund rank 29/100 · Data gapFallback financials|
SA 57/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 20%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 52.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

57/100

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 · 1828.TLocal privado en este navegador · Tanabe Engineering 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

$23.3B

P/E

6.8x

↓

EV/EBITDA

3.0x

↓

ROE

10.4%

↑

Gross Margin

17.2%

↓

Debt/Equity

0.06

↓
52-Week Range$2224
$2071$2978

TradingView lightweight chart

1828.T price, volumen y niveles de valoración

Último $2,224Periodo +222.3%
Fair value: $2,224

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

+6.1%

FCF CAGR

+87.4%

FCF margin

22.7%

FCF / Net income

4.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $50.83B · net income $2.59B · FCF $11.53B

2022-FY → 2025-FY

Gross margin

17.2%+0.9% pts

Operating margin

7.5%+0.9% pts

Net margin

5.1%+0.7% pts

FCF margin

22.7%+18.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$50.83B$50.83B$51.84B$42.94B$42.53B
Net Income$2.59B$2.59B$1.90B$1.66B$1.87B
EBITDA$4.59B$4.59B$3.36B$3.37B$3.50B
EPS247.47247.47179.71154.78175.02
Gross Margin17.2%17.2%14.1%16.8%16.3%
Operating Margin7.5%7.5%5.2%6.4%6.6%
Net Margin5.1%5.1%3.7%3.9%4.4%
Balance Sheet
Debt/Equity0.060.060.220.070.06
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$11.53B$11.53B$-5.89B$1.20B$1.75B
Returns
ROE10.4%10.4%8.4%7.9%9.7%
Valuation
P/E6.766.767.356.365.21
EV/EBITDA3.023.024.681.701.66
P/B0.930.930.620.500.50
Growth & Yield
Revenue Growth-1.9%-1.9%20.7%1.0%—
EPS Growth37.7%37.7%16.1%-11.6%—
Dividend Yield4.5%4.5%———

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

-7.3%

fácil

EPS terminal req.

$197.34

Spread vs growth

45.0%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$238.78

Spread vs growth

38.4%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$384.57

Spread vs growth

33.2%

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 +11.5%

Total return

+11.5%

Start / end P/E

11.6x → 9.0x

EPS bridge

179.71 → 247.47

Residual

-8.4%

EPS growth+37.7%
Multiple rerating-22.3%
Dividend+4.5%
Residual / FX / buybacks / cross-term-8.4%

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.