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v0.1
1945.T$2342.00-2.74%
Fair $2342.00+0.0%

1945.T

Tokyo Energy & Systems Inc.

Industrials / Engineering & ConstructionTokyo

$2342.00

-66.00 (-2.74%)

Fairly Valued+0.0%Fair Value $2342.00Fund rank 24/100 · Data gapFallback financials|
SA 52/C
F-Score: 2/9
Low Profitability

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 $4.2B · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

52/100

C

Piotroski

2/9

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. ROE is 4.2%, below the 5% threshold
Thesis & Journal · 1945.TLocal privado en este navegador · Tokyo Energy & Systems Inc.
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

$77.6B

P/E

18.1x

↑

EV/EBITDA

12.7x

↑

ROE

4.2%

↓

Gross Margin

13.3%

↓

Debt/Equity

0.29

↓
52-Week Range$2342
$1163$2657

TradingView lightweight chart

1945.T price, volumen y niveles de valoración

Último $2,342Periodo +554.2%
Fair value: $2,342

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

-2.3%

FCF CAGR

—

FCF margin

-23.6%

FCF / Net income

-5.51x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $67.72B · net income $2.90B · FCF $-15.99B

2022-FY → 2025-FY

Gross margin

13.3%+1.5% pts

Operating margin

3.9%-0.4% pts

Net margin

4.3%+2.6% pts

FCF margin

-23.6%-7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$67.72B$67.72B$88.47B$79.06B$72.58B
Net Income$2.90B$2.90B$2.96B$2.12B$1.23B
EBITDA$7.13B$7.13B$7.69B$5.31B$3.06B
EPS86.6586.6586.7061.9135.85
Gross Margin13.3%13.3%12.0%11.8%11.8%
Operating Margin3.9%3.9%4.5%4.4%4.4%
Net Margin4.3%4.3%3.3%2.7%1.7%
Balance Sheet
Debt/Equity0.290.290.100.140.13
Current Ratio2.152.15———
Cash Flow
Free Cash Flow$-15.99B$-15.99B$7.57B$4.19B$-12.02B
Returns
ROE4.2%4.2%4.3%3.2%1.9%
Valuation
P/E18.1518.1513.6814.0525.33
EV/EBITDA12.6712.675.114.8510.03
P/B1.151.150.590.450.48
Growth & Yield
Revenue Growth-23.4%-23.4%11.9%8.9%—
EPS Growth-0.1%-0.1%40.0%72.7%—
Dividend Yield3.2%3.2%———

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

33.9%

muy exigente

EPS terminal req.

$207.81

Spread vs growth

-33.9%

5Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$251.45

Spread vs growth

-23.8%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$404.97

Spread vs growth

-16.7%

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 +101.0%

Total return

+101.0%

Start / end P/E

13.7x → 27.0x

EPS bridge

86.70 → 86.65

Residual

-0.1%

EPS growth-0.1%
Multiple rerating+97.9%
Dividend+3.2%
Residual / FX / buybacks / cross-term-0.1%

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.