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v0.1
1938.T$2704.00-1.02%
Fair $2704.00+0.0%

1938.T

Nippon Rietec Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$2704.00

-28.00 (-1.02%)

Fairly Valued+0.0%Fair Value $2704.00Fund rank 34/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 67.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

61/100

B

Piotroski

7/9

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 · 1938.TLocal privado en este navegador · Nippon Rietec 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

$67.0B

P/E

12.1x

↓

EV/EBITDA

7.5x

↓

ROE

7.4%

↑

Gross Margin

15.8%

↓

Debt/Equity

0.03

↓
52-Week Range$2704
$1606$3245

TradingView lightweight chart

1938.T price, volumen y niveles de valoración

Último $2,704Periodo +832.4%
Fair value: $2,704

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

+8.9%

FCF CAGR

-52.3%

FCF margin

0.3%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $68.67B · net income $4.73B · FCF $190.9M

2022-FY → 2025-FY

Gross margin

15.8%+1.3% pts

Operating margin

7.6%+1.8% pts

Net margin

6.9%+2.4% pts

FCF margin

0.3%-3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$68.67B$68.67B$58.54B$53.75B$53.23B
Net Income$4.73B$4.73B$2.77B$2.14B$2.40B
EBITDA$8.05B$8.05B$5.39B$4.51B$4.85B
EPS191.24191.24111.3785.0795.55
Gross Margin15.8%15.8%14.8%14.3%14.5%
Operating Margin7.6%7.6%5.9%5.0%5.8%
Net Margin6.9%6.9%4.7%4.0%4.5%
Balance Sheet
Debt/Equity0.030.030.040.030.03
Current Ratio2.322.32———
Cash Flow
Free Cash Flow$190.9M$190.9M$1.80B$1.25B$1.76B
Returns
ROE7.4%7.4%4.6%3.8%4.3%
Valuation
P/E12.0712.0711.2210.9312.96
EV/EBITDA7.507.504.513.845.11
P/B1.051.050.520.410.56
Growth & Yield
Revenue Growth17.3%17.3%8.9%1.0%—
EPS Growth71.7%71.7%30.9%-11.0%—
Dividend Yield3.5%3.5%———

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

7.9%

razonable

EPS terminal req.

$239.93

Spread vs growth

63.9%

5Y implied EPS CAGR

8.7%

razonable

EPS terminal req.

$290.32

Spread vs growth

63.0%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$467.57

Spread vs growth

62.4%

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 +64.7%

Total return

+64.7%

Start / end P/E

15.1x → 14.1x

EPS bridge

111.37 → 191.24

Residual

-4.4%

EPS growth+71.7%
Multiple rerating-6.2%
Dividend+3.5%
Residual / FX / buybacks / cross-term-4.4%

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.