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v0.1
1968.T$2627.00+1.51%
Fair $2627.00+0.0%

1968.T

Taihei Dengyo Kaisha, Ltd.

Industrials / Engineering & ConstructionTokyoJP

$2627.00

+39.00 (+1.51%)

Fairly Valued+0.0%Fair Value $2627.00Fund rank 25/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 $-3.3B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

54/100

C

Piotroski

5/9

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 · 1968.TLocal privado en este navegador · Taihei Dengyo Kaisha, 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

$165.8B

P/E

13.9x

↓

EV/EBITDA

8.1x

↓

ROE

8.6%

↑

Gross Margin

18.6%

↓

Debt/Equity

0.12

↓
52-Week Range$2627
$1657$3200

TradingView lightweight chart

1968.T price, volumen y niveles de valoración

Último $2,627Periodo +1488.9%
Fair value: $2,627

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

-0.3%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-0.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $125.67B · net income $9.75B · FCF $-3.34B

2022-FY → 2025-FY

Gross margin

18.6%+3.4% pts

Operating margin

10.4%+2.1% pts

Net margin

7.8%+1.1% pts

FCF margin

-2.7%+3.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$125.67B$125.67B$129.36B$125.77B$126.91B
Net Income$9.75B$9.75B$8.39B$10.62B$8.41B
EBITDA$16.26B$16.26B$13.64B$17.17B$14.29B
EPS160.40160.40146.97186.14147.50
Gross Margin18.6%18.6%15.3%19.5%15.2%
Operating Margin10.4%10.4%7.8%11.4%8.2%
Net Margin7.8%7.8%6.5%8.4%6.6%
Balance Sheet
Debt/Equity0.120.120.150.180.19
Current Ratio4.514.51———
Cash Flow
Free Cash Flow$-3.34B$-3.34B$-5.49B$31.45B$-7.76B
Returns
ROE8.6%8.6%8.5%12.0%10.6%
Valuation
P/E13.9113.919.817.065.98
EV/EBITDA8.078.074.042.433.20
P/B1.411.410.830.850.64
Growth & Yield
Revenue Growth-2.9%-2.9%2.9%-0.9%—
EPS Growth9.1%9.1%-21.0%26.2%—
Dividend Yield2.8%2.8%———

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

13.3%

razonable

EPS terminal req.

$233.10

Spread vs growth

-4.1%

5Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$282.05

Spread vs growth

-2.8%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$454.25

Spread vs growth

-1.8%

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 +58.6%

Total return

+58.6%

Start / end P/E

11.5x → 16.4x

EPS bridge

146.97 → 160.40

Residual

+3.9%

EPS growth+9.1%
Multiple rerating+42.7%
Dividend+2.8%
Residual / FX / buybacks / cross-term+3.9%

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.