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1888.T$3250.00-2.69%
Fair $3250.00+0.0%

1888.T

Wakachiku Construction Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$3250.00

-90.00 (-2.69%)

Fairly Valued+0.0%Fair Value $3250.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
F-Score: 1/9
Margin Compression

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 19%

FCF escenarios

weak_data · normalized FCF $-5.6B · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

38/100

D

Piotroski

1/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 1888.TLocal privado en este navegador · Wakachiku 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

$41.4B

P/E

9.5x

↓

EV/EBITDA

6.6x

↓

ROE

7.6%

↑

Gross Margin

14.7%

↓

Debt/Equity

0.26

↓
52-Week Range$3250
$3245$6170

TradingView lightweight chart

1888.T price, volumen y niveles de valoración

Último $3,250Periodo +245.7%
Fair value: $3,250

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

-1.0%

FCF CAGR

—

FCF margin

-13.3%

FCF / Net income

-3.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $86.46B · net income $3.69B · FCF $-11.53B

2022-FY → 2025-FY

Gross margin

14.7%+0.2% pts

Operating margin

6.0%-1.6% pts

Net margin

4.3%-1.0% pts

FCF margin

-13.3%-29.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$86.46B$86.46B$94.92B$84.00B$89.16B
Net Income$3.69B$3.69B$5.09B$5.44B$4.74B
EBITDA$6.22B$6.22B$8.67B$7.42B$7.57B
EPS289.96289.96399.25426.78371.47
Gross Margin14.7%14.7%14.9%15.1%14.5%
Operating Margin6.0%6.0%7.4%7.4%7.7%
Net Margin4.3%4.3%5.4%6.5%5.3%
Balance Sheet
Debt/Equity0.260.260.100.110.17
Current Ratio1.671.67———
Cash Flow
Free Cash Flow$-11.53B$-11.53B$-5.59B$14.24B$14.75B
Returns
ROE7.6%7.6%11.1%13.2%12.8%
Valuation
P/E9.479.479.048.995.29
EV/EBITDA6.566.563.653.511.97
P/B0.860.861.001.180.68
Growth & Yield
Revenue Growth-8.9%-8.9%13.0%-5.8%—
EPS Growth-27.4%-27.4%-6.5%14.9%—
Dividend Yield4.3%4.3%———

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

-0.2%

fácil

EPS terminal req.

$288.38

Spread vs growth

-27.2%

5Y implied EPS CAGR

3.8%

fácil

EPS terminal req.

$348.94

Spread vs growth

-31.1%

10Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$561.98

Spread vs growth

-34.2%

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 -14.3%

Total return

-14.3%

Start / end P/E

10.0x → 11.2x

EPS bridge

399.25 → 289.96

Residual

-3.3%

EPS growth-27.4%
Multiple rerating+12.0%
Dividend+4.3%
Residual / FX / buybacks / cross-term-3.3%

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.