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v0.1
1870.T$1806.00-2.64%
Fair $1806.00+0.0%

1870.T

Yahagi Construction Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$1806.00

-49.00 (-2.64%)

Fairly Valued+0.0%Fair Value $1806.00Fund rank 29/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 47.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

43/100

C

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: 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 · 1870.TLocal privado en este navegador · Yahagi 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

$78.0B

P/E

9.2x

↓

EV/EBITDA

9.6x

↓

ROE

8.2%

↑

Gross Margin

13.8%

↓

Debt/Equity

0.56

↑
52-Week Range$1806
$1645$2534

TradingView lightweight chart

1870.T price, volumen y niveles de valoración

Último $1,806Periodo +377.8%
Fair value: $1,806

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

+14.8%

FCF CAGR

—

FCF margin

-12.8%

FCF / Net income

-3.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $140.70B · net income $5.64B · FCF $-18.04B

2022-FY → 2025-FY

Gross margin

13.8%-2.2% pts

Operating margin

6.2%-0.5% pts

Net margin

4.0%-1.2% pts

FCF margin

-12.8%-27.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$140.70B$140.70B$119.82B$111.11B$93.09B
Net Income$5.64B$5.64B$6.46B$4.51B$4.84B
EBITDA$9.49B$9.49B$10.57B$7.41B$8.00B
EPS150.23150.23150.23104.83112.18
Gross Margin13.8%13.8%16.5%14.9%16.0%
Operating Margin6.2%6.2%7.9%6.5%6.6%
Net Margin4.0%4.0%5.4%4.1%5.2%
Balance Sheet
Debt/Equity0.560.560.340.530.53
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$-18.04B$-18.04B$7.83B$1.47B$13.24B
Returns
ROE8.2%8.2%9.7%7.5%8.4%
Valuation
P/E9.189.189.597.637.05
EV/EBITDA9.569.566.095.865.31
P/B0.990.990.930.570.59
Growth & Yield
Revenue Growth17.4%17.4%7.8%19.4%—
EPS Growth0.0%0.0%43.3%-6.6%—
Dividend Yield5.4%5.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

2.2%

fácil

EPS terminal req.

$160.25

Spread vs growth

-2.2%

5Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$193.91

Spread vs growth

-5.2%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$312.29

Spread vs growth

-7.6%

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 +14.6%

Total return

+14.6%

Start / end P/E

11.0x → 12.0x

EPS bridge

150.23 → 150.23

Residual

-0.0%

EPS growth+0.0%
Multiple rerating+9.2%
Dividend+5.4%
Residual / FX / buybacks / cross-term-0.0%

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.