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v0.1
1965.T$5950.00-1.33%
Fair $5950.00+0.0%

1965.T

Techno Ryowa Ltd.

Industrials / Engineering & ConstructionTokyo

$5950.00

-80.00 (-1.33%)

Fairly Valued+0.0%Fair Value $5950.00Fund rank 26/100 · Data gapFallback financials|
SA 57/C
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-359.0M · quality 45.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

57/100

C

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 · 1965.TLocal privado en este navegador · Techno Ryowa 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

$122.0B

P/E

10.4x

↓

EV/EBITDA

10.7x

↑

ROE

13.7%

↑

Gross Margin

20.7%

↓

Debt/Equity

0.00

↓
52-Week Range$5950
$3205$9340

TradingView lightweight chart

1965.T price, volumen y niveles de valoración

Último $5,950Periodo +1339.9%
Fair value: $5,950

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

+13.9%

FCF CAGR

+92.4%

FCF margin

5.2%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $84.19B · net income $7.26B · FCF $4.38B

2022-FY → 2025-FY

Gross margin

20.7%+4.7% pts

Operating margin

11.4%+6.1% pts

Net margin

8.6%+4.7% pts

FCF margin

5.2%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$84.19B$84.19B$73.69B$61.03B$56.90B
Net Income$7.26B$7.26B$4.51B$2.34B$2.24B
EBITDA$10.54B$10.54B$6.87B$3.91B$3.75B
EPS344.90344.90209.44107.43102.76
Gross Margin20.7%20.7%17.2%15.6%16.0%
Operating Margin11.4%11.4%7.9%5.2%5.3%
Net Margin8.6%8.6%6.1%3.8%3.9%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio2.352.35———
Cash Flow
Free Cash Flow$4.38B$4.38B$-1.85B$-359.0M$615.0M
Returns
ROE13.7%13.7%9.2%5.4%5.3%
Valuation
P/E10.4210.428.548.178.25
EV/EBITDA10.6910.694.181.521.00
P/B2.362.360.780.440.43
Growth & Yield
Revenue Growth14.3%14.3%20.7%7.2%—
EPS Growth64.7%64.7%95.0%4.5%—
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%

3Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$527.96

Spread vs growth

49.4%

5Y implied EPS CAGR

13.1%

razonable

EPS terminal req.

$638.84

Spread vs growth

51.6%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$1028.85

Spread vs growth

53.1%

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 +80.3%

Total return

+80.3%

Start / end P/E

16.0x → 17.3x

EPS bridge

209.44 → 344.90

Residual

+5.0%

EPS growth+64.7%
Multiple rerating+7.7%
Dividend+2.9%
Residual / FX / buybacks / cross-term+5.0%

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.