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v0.1
1975.T$3850.00-2.89%
Fair $3850.00+0.0%

1975.T

Asahi Kogyosha Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$3850.00

-115.00 (-2.89%)

Fairly Valued+0.0%Fair Value $3850.00Fund rank 27/100 · Data gapFallback financials|
SA 65/B
F-Score: 6/9

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 $-240.0M · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

65/100

B

Piotroski

6/9

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 · 1975.TLocal privado en este navegador · Asahi Kogyosha 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

$99.6B

P/E

10.8x

↓

EV/EBITDA

9.1x

↓

ROE

14.8%

↑

Gross Margin

16.7%

↓

Debt/Equity

0.10

↓
52-Week Range$3850
$2117$4825

TradingView lightweight chart

1975.T price, volumen y niveles de valoración

Último $3,870Periodo +1143.4%
Fair value: $3,850

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

+10.1%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

-0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $91.95B · net income $6.23B · FCF $-240.0M

2022-FY → 2025-FY

Gross margin

16.7%+4.4% pts

Operating margin

7.9%+4.6% pts

Net margin

6.8%+4.1% pts

FCF margin

-0.3%-6.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$91.95B$91.95B$91.68B$80.17B$68.82B
Net Income$6.23B$6.23B$3.71B$2.48B$1.86B
EBITDA$9.29B$9.29B$5.77B$4.37B$3.52B
EPS241.95241.95144.3596.5872.56
Gross Margin16.7%16.7%12.7%11.3%12.3%
Operating Margin7.9%7.9%5.0%3.4%3.3%
Net Margin6.8%6.8%4.0%3.1%2.7%
Balance Sheet
Debt/Equity0.100.100.090.100.11
Current Ratio1.611.61———
Cash Flow
Free Cash Flow$-240.0M$-240.0M$1.72B$-1.38B$4.45B
Returns
ROE14.8%14.8%9.6%7.0%5.4%
Valuation
P/E10.7510.7510.9411.2110.51
EV/EBITDA9.119.114.403.091.11
P/B2.362.361.050.790.57
Growth & Yield
Revenue Growth0.3%0.3%14.4%16.5%—
EPS Growth67.6%67.6%49.5%33.1%—
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

12.2%

razonable

EPS terminal req.

$341.62

Spread vs growth

55.4%

5Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$413.36

Spread vs growth

56.3%

10Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$665.73

Spread vs growth

57.0%

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 +86.5%

Total return

+86.5%

Start / end P/E

14.7x → 16.0x

EPS bridge

144.35 → 241.95

Residual

+6.1%

EPS growth+67.6%
Multiple rerating+9.1%
Dividend+3.7%
Residual / FX / buybacks / cross-term+6.1%

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.