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1844.T$510.00+1.39%
Fair $510.00+0.0%

1844.T

Ohmori Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$510.00

+7.00 (+1.39%)

Fairly Valued+0.0%Fair Value $510.00Fund rank 28/100 · Data gapFallback financials|
SA 45/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 18%

FCF escenarios

weak_data · normalized FCF $452.6M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

45/100

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 · 1844.TLocal privado en este navegador · Ohmori 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

$9.5B

P/E

18.3x

↑

EV/EBITDA

14.3x

↑

ROE

7.4%

↑

Gross Margin

19.9%

↓

Debt/Equity

0.71

↑
52-Week Range$510
$280$1450

TradingView lightweight chart

1844.T price, volumen y niveles de valoración

Último $510.00Periodo -94.3%
Fair value: $510.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+6.5%

FCF CAGR

+71.1%

FCF margin

23.5%

FCF / Net income

3.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.98B · net income $414.3M · FCF $1.41B

2021-FY → 2024-FY

Gross margin

19.9%+1.1% pts

Operating margin

10.4%+3.8% pts

Net margin

6.9%+2.0% pts

FCF margin

23.5%+17.9% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$5.98B$5.98B$6.05B$5.24B$4.95B
Net Income$414.3M$414.3M$293.2M$254.9M$243.2M
EBITDA$702.3M$702.3M$530.1M$443.9M$433.4M
EPS22.1922.1918.3316.7816.39
Gross Margin19.9%19.9%16.7%16.7%18.8%
Operating Margin10.4%10.4%7.5%6.0%6.6%
Net Margin6.9%6.9%4.8%4.9%4.9%
Balance Sheet
Debt/Equity0.710.710.850.720.78
Current Ratio4.234.23———
Cash Flow
Free Cash Flow$1.41B$1.41B$-2.09B$452.6M$280.8M
Returns
ROE7.4%7.4%5.7%5.7%5.7%
Valuation
P/E18.3318.3310.3111.0312.26
EV/EBITDA14.3314.339.407.649.31
P/B1.691.690.590.630.71
Growth & Yield
Revenue Growth-1.2%-1.2%15.4%5.9%—
EPS Growth21.1%21.1%9.2%2.4%—
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

26.8%

muy exigente

EPS terminal req.

$45.25

Spread vs growth

-5.8%

5Y implied EPS CAGR

19.8%

exigente

EPS terminal req.

$54.76

Spread vs growth

1.3%

10Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$88.19

Spread vs growth

6.3%

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 +81.9%

Total return

+81.9%

Start / end P/E

15.5x → 23.0x

EPS bridge

18.33 → 22.19

Residual

+10.2%

EPS growth+21.1%
Multiple rerating+48.3%
Dividend+2.3%
Residual / FX / buybacks / cross-term+10.2%

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.