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1840.T$223.00-0.87%
Fair $223.00+0.0%

1840.T

Tsuchiya Holdings Co., Ltd.

Consumer Cyclical / Residential ConstructionTokyo

$223.00

-2.00 (-0.87%)

Fairly Valued+0.0%Fair Value $223.00Fund rank 24/100 · Data gapFallback financials|
SA 25/D
F-Score: 3/9
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 $-958.4M · 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 6/100Data 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

25/100

D

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Revenue has declined for 3 consecutive years ROE is -0.7%, below the 5% threshold
Thesis & Journal · 1840.TLocal privado en este navegador · Tsuchiya Holdings 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

$5.7B

P/E

N/A

•

EV/EBITDA

7.3x

↓

ROE

-0.7%

↓

Gross Margin

25.8%

↓

Debt/Equity

0.24

↓
52-Week Range$223
$211$266

TradingView lightweight chart

1840.T price, volumen y niveles de valoración

Último $227.00Periodo -2.2%
Fair value: $223.00

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

-3.2%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

10.28x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.46B · net income $-93.3M · FCF $-958.4M

2022-FY → 2025-FY

Gross margin

25.8%+0.3% pts

Operating margin

-0.4%-0.8% pts

Net margin

-0.3%-1.0% pts

FCF margin

-3.0%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.46B$31.46B$33.28B$34.40B$34.72B
Net Income$-93.3M$-93.3M$758.5M$233.5M$230.4M
EBITDA$472.8M$472.8M$1.52B$793.3M$945.2M
EPS——30.349.349.22
Gross Margin25.8%25.8%26.1%25.7%25.5%
Operating Margin-0.4%-0.4%0.5%1.1%0.4%
Net Margin-0.3%-0.3%2.3%0.7%0.7%
Balance Sheet
Debt/Equity0.240.240.310.240.00
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$-958.4M$-958.4M$1.48B$-2.14B$-2.78B
Returns
ROE-0.7%-0.7%5.9%1.9%1.9%
Valuation
P/E——6.5923.5521.04
EV/EBITDA7.267.261.436.522.19
P/B0.440.440.390.450.40
Growth & Yield
Revenue Growth-5.5%-5.5%-3.3%-0.9%—
EPS Growth——224.8%1.3%—
Dividend Yield4.4%4.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +2.7%

Total return

+2.7%

Start / end P/E

n/dx → n/dx

EPS bridge

30.34 → n/d

Residual

-1.7%

EPS growthn/d
Multiple reratingn/d
Dividend+4.4%
Residual / FX / buybacks / cross-term-1.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.