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v0.1
1850.T$394.00-1.75%
Fair $394.00+0.0%

1850.T

Nankai Tatsumura Construction Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$394.00

-7.00 (-1.75%)

Fairly Valued+0.0%Fair Value $394.00Fund rank 29/100 · Data gapFallback financials|
SA 57/C
F-Score: 4/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 50.0/100

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

4/9

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 · 1850.TLocal privado en este navegador · Nankai Tatsumura Construction 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

$11.0B

P/E

5.4x

↓

EV/EBITDA

5.3x

↓

ROE

9.9%

↑

Gross Margin

9.1%

↓

Debt/Equity

0.35

↑
52-Week Range$394
$302$652

TradingView lightweight chart

1850.T price, volumen y niveles de valoración

Último $394.00Periodo -49.5%
Fair value: $394.00

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

+12.5%

FCF CAGR

—

FCF margin

-11.9%

FCF / Net income

-3.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.94B · net income $1.71B · FCF $-6.31B

2022-FY → 2025-FY

Gross margin

9.1%-1.6% pts

Operating margin

4.5%-0.7% pts

Net margin

3.2%-0.3% pts

FCF margin

-11.9%-16.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$52.94B$52.94B$43.63B$42.40B$37.19B
Net Income$1.71B$1.71B$1.10B$1.90B$1.31B
EBITDA$2.52B$2.52B$1.73B$2.28B$1.41B
EPS59.4859.4838.1765.8045.46
Gross Margin9.1%9.1%8.7%9.5%10.7%
Operating Margin4.5%4.5%3.9%4.4%5.2%
Net Margin3.2%3.2%2.5%4.5%3.5%
Balance Sheet
Debt/Equity0.350.350.120.310.35
Current Ratio2.212.21———
Cash Flow
Free Cash Flow$-6.31B$-6.31B$1.49B$1.80B$1.57B
Returns
ROE9.9%9.9%7.0%13.1%10.3%
Valuation
P/E5.435.438.544.947.15
EV/EBITDA5.335.332.932.626.30
P/B0.660.660.600.650.74
Growth & Yield
Revenue Growth21.4%21.4%2.9%14.0%—
EPS Growth55.8%55.8%-42.0%44.7%—
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

-16.2%

fácil

EPS terminal req.

$34.96

Spread vs growth

72.1%

5Y implied EPS CAGR

-6.6%

fácil

EPS terminal req.

$42.30

Spread vs growth

62.4%

10Y implied EPS CAGR

1.4%

fácil

EPS terminal req.

$68.13

Spread vs growth

54.5%

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 +27.9%

Total return

+27.9%

Start / end P/E

8.2x → 6.6x

EPS bridge

38.17 → 59.48

Residual

-10.7%

EPS growth+55.8%
Multiple rerating-19.2%
Dividend+2.0%
Residual / FX / buybacks / cross-term-10.7%

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.