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1941.T$4675.00-3.61%
Fair $4675.00+0.0%

1941.T

Chudenko Corporation

Industrials / Engineering & ConstructionTokyo

$4675.00

-175.00 (-3.61%)

Fairly Valued+0.0%Fair Value $4675.00Fund rank 34/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.3B · quality 69.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

60/100

B

Piotroski

6/9

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 · 1941.TLocal privado en este navegador · Chudenko 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

$247.5B

P/E

13.7x

↓

EV/EBITDA

8.4x

↓

ROE

8.8%

↑

Gross Margin

17.5%

↓

Debt/Equity

0.00

↓
52-Week Range$4675
$3300$5140

TradingView lightweight chart

1941.T price, volumen y niveles de valoración

Último $4,670Periodo +214.5%
Fair value: $4,675

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

+5.2%

FCF CAGR

+39.8%

FCF margin

7.8%

FCF / Net income

0.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $221.88B · net income $19.89B · FCF $17.22B

2022-FY → 2025-FY

Gross margin

17.5%+3.8% pts

Operating margin

9.8%+4.3% pts

Net margin

9.0%+5.5% pts

FCF margin

7.8%+4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$221.88B$221.88B$201.02B$189.03B$190.69B
Net Income$19.89B$19.89B$7.94B$-6.91B$6.68B
EBITDA$26.86B$26.86B$16.57B$429.0M$14.68B
EPS——146.42-125.62120.86
Gross Margin17.5%17.5%14.2%12.7%13.8%
Operating Margin9.8%9.8%5.9%4.4%5.5%
Net Margin9.0%9.0%3.9%-3.7%3.5%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio2.452.45———
Cash Flow
Free Cash Flow$17.22B$17.22B$10.34B$2.10B$6.30B
Returns
ROE8.8%8.8%3.8%-3.5%3.1%
Valuation
P/E13.6713.6721.10—17.32
EV/EBITDA8.418.418.73227.266.24
P/B1.121.120.790.580.54
Growth & Yield
Revenue Growth10.4%10.4%6.3%-0.9%—
EPS Growth——216.6%-203.9%—
Dividend Yield2.9%2.9%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +39.6%

Total return

+39.6%

Start / end P/E

n/dx → n/dx

EPS bridge

146.42 → n/d

Residual

+36.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.9%
Residual / FX / buybacks / cross-term+36.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.