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1847.T$2534.00-3.61%
Fair $2534.00+0.0%

1847.T

Ichiken Co., Ltd.

Real Estate / Real Estate - DevelopmentTokyo

$2534.00

-95.00 (-3.61%)

Fairly Valued+0.0%Fair Value $2534.00Fund rank 31/100 · Data gapFallback financials|
SA 67/B
F-Score: 6/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 42.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

67/100

B

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. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · 1847.TLocal privado en este navegador · Ichiken 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

$36.8B

P/E

5.8x

↓

EV/EBITDA

3.2x

↓

ROE

13.8%

↑

Gross Margin

10.6%

↓

Debt/Equity

0.20

↓
52-Week Range$2534
$1481$3305

TradingView lightweight chart

1847.T price, volumen y niveles de valoración

Último $2,534Periodo +966.9%
Fair value: $2,534

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

+5.7%

FCF CAGR

+131.1%

FCF margin

8.1%

FCF / Net income

1.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $99.00B · net income $4.70B · FCF $8.03B

2022-FY → 2025-FY

Gross margin

10.6%+1.8% pts

Operating margin

6.9%+1.3% pts

Net margin

4.7%+1.2% pts

FCF margin

8.1%+7.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$99.00B$99.00B$96.37B$88.06B$83.78B
Net Income$4.70B$4.70B$2.94B$1.71B$2.98B
EBITDA$7.30B$7.30B$4.31B$2.82B$4.50B
EPS323.60323.60201.68117.23204.87
Gross Margin10.6%10.6%7.3%6.1%8.8%
Operating Margin6.9%6.9%4.3%3.0%5.6%
Net Margin4.7%4.7%3.0%1.9%3.6%
Balance Sheet
Debt/Equity0.200.200.190.210.22
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$8.03B$8.03B$1.80B$1.23B$650.0M
Returns
ROE13.8%13.8%9.8%6.2%11.1%
Valuation
P/E5.765.766.017.624.48
EV/EBITDA3.233.232.402.541.70
P/B1.081.080.590.470.50
Growth & Yield
Revenue Growth2.7%2.7%9.4%5.1%—
EPS Growth60.5%60.5%72.0%-42.8%—
Dividend Yield6.9%6.9%———

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

-11.4%

fácil

EPS terminal req.

$224.85

Spread vs growth

71.9%

5Y implied EPS CAGR

-3.4%

fácil

EPS terminal req.

$272.07

Spread vs growth

63.9%

10Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$438.17

Spread vs growth

57.4%

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 +68.3%

Total return

+68.3%

Start / end P/E

7.8x → 7.8x

EPS bridge

201.68 → 323.60

Residual

+0.4%

EPS growth+60.5%
Multiple rerating+0.6%
Dividend+6.9%
Residual / FX / buybacks / cross-term+0.4%

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.