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1966.T$1585.00-0.94%
Fair $1585.00+0.0%

1966.T

Takada Corporation

Industrials / Engineering & ConstructionTokyo

$1585.00

-15.00 (-0.94%)

Fairly Valued+0.0%Fair Value $1585.00Fund rank 24/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

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 17%

FCF escenarios

weak_data · normalized FCF $-1.1B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

51/100

C

Piotroski

4/9

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 · 1966.TLocal privado en este navegador · Takada 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

$11.6B

P/E

9.2x

↓

EV/EBITDA

4.0x

↓

ROE

11.4%

↑

Gross Margin

12.3%

↓

Debt/Equity

0.46

↑
52-Week Range$1585
$1450$2049

TradingView lightweight chart

1966.T price, volumen y niveles de valoración

Último $1,585Periodo +491.4%
Fair value: $1,585

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

+7.1%

FCF CAGR

—

FCF margin

-6.3%

FCF / Net income

-1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $58.07B · net income $2.31B · FCF $-3.68B

2022-FY → 2025-FY

Gross margin

12.3%+3.1% pts

Operating margin

5.1%+2.5% pts

Net margin

4.0%+2.3% pts

FCF margin

-6.3%-7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$58.07B$58.07B$52.26B$57.88B$47.24B
Net Income$2.31B$2.31B$1.67B$1.65B$788.1M
EBITDA$3.57B$3.57B$3.15B$3.14B$1.81B
EPS362.01362.01263.62113.4754.32
Gross Margin12.3%12.3%12.2%10.7%9.2%
Operating Margin5.1%5.1%4.6%4.6%2.5%
Net Margin4.0%4.0%3.2%2.8%1.7%
Balance Sheet
Debt/Equity0.460.460.370.320.21
Current Ratio1.711.71———
Cash Flow
Free Cash Flow$-3.68B$-3.68B$25.1M$-1.12B$688.9M
Returns
ROE11.4%11.4%10.1%10.4%5.8%
Valuation
P/E9.259.256.7112.0113.16
EV/EBITDA4.014.014.172.922.22
P/B0.500.500.680.550.34
Growth & Yield
Revenue Growth11.1%11.1%-9.7%22.5%—
EPS Growth37.3%37.3%132.3%108.9%—
Dividend Yield4.4%4.4%———

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

-27.0%

fácil

EPS terminal req.

$140.64

Spread vs growth

64.4%

5Y implied EPS CAGR

-14.0%

fácil

EPS terminal req.

$170.18

Spread vs growth

51.3%

10Y implied EPS CAGR

-2.7%

fácil

EPS terminal req.

$274.07

Spread vs growth

40.1%

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 +10.4%

Total return

+10.4%

Start / end P/E

5.7x → 4.4x

EPS bridge

263.62 → 362.01

Residual

-8.5%

EPS growth+37.3%
Multiple rerating-22.8%
Dividend+4.4%
Residual / FX / buybacks / cross-term-8.5%

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.