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1952.T$3255.00+0.46%
Fair $3255.00+0.0%

1952.T

Shin Nippon Air Technologies Co., Ltd.

Industrials / Building Products & EquipmentTokyo

$3255.00

+15.00 (+0.46%)

Fairly Valued+0.0%Fair Value $3255.00Fund rank 32/100 · Data gapFallback financials|
SA 61/B
F-Score: 8/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $12.1B · quality 55.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

8/9

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 · 1952.TLocal privado en este navegador · Shin Nippon Air Technologies 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

$147.9B

P/E

12.6x

↓

EV/EBITDA

9.1x

↓

ROE

13.9%

↑

Gross Margin

16.0%

↓

Debt/Equity

0.06

↓
52-Week Range$3255
$2100$4400

TradingView lightweight chart

1952.T price, volumen y niveles de valoración

Último $3,255Periodo +1659.5%
Fair value: $3,255

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

+27.7%

FCF margin

9.9%

FCF / Net income

1.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $137.68B · net income $9.66B · FCF $13.64B

2022-FY → 2025-FY

Gross margin

16.0%+2.3% pts

Operating margin

8.2%+1.8% pts

Net margin

7.0%+2.0% pts

FCF margin

9.9%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$137.68B$137.68B$127.98B$112.23B$106.72B
Net Income$9.66B$9.66B$7.17B$5.60B$5.40B
EBITDA$14.59B$14.59B$10.73B$8.36B$8.38B
EPS211.13211.13154.83119.44115.50
Gross Margin16.0%16.0%14.6%14.0%13.6%
Operating Margin8.2%8.2%7.2%6.4%6.5%
Net Margin7.0%7.0%5.6%5.0%5.1%
Balance Sheet
Debt/Equity0.060.060.150.060.08
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$13.64B$13.64B$-14.72B$12.11B$6.54B
Returns
ROE13.9%13.9%10.9%9.6%10.0%
Valuation
P/E12.6212.6210.507.778.12
EV/EBITDA9.089.086.672.663.88
P/B2.152.151.150.750.82
Growth & Yield
Revenue Growth7.6%7.6%14.0%5.2%—
EPS Growth36.4%36.4%29.6%3.4%—
Dividend Yield3.7%3.7%———

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

11.0%

razonable

EPS terminal req.

$288.83

Spread vs growth

25.4%

5Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$349.48

Spread vs growth

25.8%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$562.84

Spread vs growth

26.1%

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 +56.7%

Total return

+56.7%

Start / end P/E

13.7x → 15.4x

EPS bridge

154.83 → 211.13

Residual

+4.4%

EPS growth+36.4%
Multiple rerating+12.2%
Dividend+3.7%
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.