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v0.1
1921.T$1737.00-1.75%
Fair $1737.00+0.0%

1921.T

Tomoe Corporation

Industrials / Engineering & ConstructionTokyo

$1737.00

-31.00 (-1.75%)

Fairly Valued+0.0%Fair Value $1737.00Fund rank 26/100 · Data gapFallback financials|
SA 59/C
F-Score: 5/9

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 $-228.3M · quality 44.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

59/100

C

Piotroski

5/9

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 · 1921.TLocal privado en este navegador · Tomoe Corporation
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

$58.3B

P/E

4.7x

↓

EV/EBITDA

4.2x

↓

ROE

23.8%

↑

Gross Margin

19.2%

↓

Debt/Equity

0.29

↓
52-Week Range$1737
$1297$2339

TradingView lightweight chart

1921.T price, volumen y niveles de valoración

Último $1,737Periodo +940.1%
Fair value: $1,737

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

+11.1%

FCF CAGR

—

FCF margin

7.4%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.67B · net income $14.85B · FCF $2.57B

2022-FY → 2025-FY

Gross margin

19.2%-2.4% pts

Operating margin

11.3%-2.5% pts

Net margin

42.8%+31.9% pts

FCF margin

7.4%+9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.67B$34.67B$33.34B$35.98B$25.30B
Net Income$14.85B$14.85B$2.78B$3.18B$2.76B
EBITDA$18.20B$18.20B$4.65B$5.00B$4.69B
EPS372.25372.2569.3280.20—
Gross Margin19.2%19.2%16.7%16.4%21.6%
Operating Margin11.3%11.3%9.5%10.5%13.8%
Net Margin42.8%42.8%8.3%8.8%10.9%
Balance Sheet
Debt/Equity0.290.290.220.060.05
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$2.57B$2.57B$-228.3M$-838.0M$-499.3M
Returns
ROE23.8%23.8%5.4%7.6%7.3%
Valuation
P/E4.674.6710.145.16—
EV/EBITDA4.204.206.343.063.36
P/B1.121.120.550.390.49
Growth & Yield
Revenue Growth4.0%4.0%-7.3%42.2%—
EPS Growth437.0%437.0%-13.6%——
Dividend Yield1.4%1.4%———

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

-25.5%

fácil

EPS terminal req.

$154.13

Spread vs growth

462.5%

5Y implied EPS CAGR

-12.9%

fácil

EPS terminal req.

$186.50

Spread vs growth

449.9%

10Y implied EPS CAGR

-2.1%

fácil

EPS terminal req.

$300.36

Spread vs growth

439.1%

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 +33.5%

Total return

+33.5%

Start / end P/E

19.0x → 4.7x

EPS bridge

69.32 → 372.25

Residual

-329.5%

EPS growth+437.0%
Multiple rerating-75.4%
Dividend+1.4%
Residual / FX / buybacks / cross-term-329.5%

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.