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v0.1
1976.T$1676.00-0.89%
Fair $1676.00+0.0%

1976.T

MEISEI INDUSTRIAL Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$1676.00

-15.00 (-0.89%)

Fairly Valued+0.0%Fair Value $1676.00Fund rank 36/100 · Data gapFallback financials|
SA 51/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 74.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

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 · 1976.TLocal privado en este navegador · MEISEI INDUSTRIAL 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

$76.9B

P/E

14.3x

↓

EV/EBITDA

3.7x

↓

ROE

12.3%

↑

Gross Margin

23.7%

↓

Debt/Equity

0.01

↓
52-Week Range$1676
$1398$2049

TradingView lightweight chart

1976.T price, volumen y niveles de valoración

Último $1,676Periodo +995.4%
Fair value: $1,676

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

+11.1%

FCF CAGR

-10.6%

FCF margin

7.4%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $66.28B · net income $8.45B · FCF $4.94B

2022-FY → 2025-FY

Gross margin

23.7%+3.2% pts

Operating margin

16.1%+5.0% pts

Net margin

12.8%+4.9% pts

FCF margin

7.4%-6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$66.28B$66.28B$60.38B$55.89B$48.39B
Net Income$8.45B$8.45B$6.24B$4.68B$3.79B
EBITDA$12.62B$12.62B$9.17B$7.47B$6.41B
EPS——126.0694.0074.63
Gross Margin23.7%23.7%21.2%20.7%20.5%
Operating Margin16.1%16.1%13.4%12.2%11.0%
Net Margin12.8%12.8%10.3%8.4%7.8%
Balance Sheet
Debt/Equity0.010.010.010.010.02
Current Ratio4.754.75———
Cash Flow
Free Cash Flow$4.94B$4.94B$5.22B$3.13B$6.92B
Returns
ROE12.3%12.3%9.8%7.9%6.8%
Valuation
P/E14.3414.3410.078.489.00
EV/EBITDA3.753.753.521.531.24
P/B1.161.160.990.670.61
Growth & Yield
Revenue Growth9.8%9.8%8.0%15.5%—
EPS Growth——34.1%26.0%—
Dividend Yield4.7%4.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +23.2%

Total return

+23.2%

Start / end P/E

n/dx → n/dx

EPS bridge

126.06 → n/d

Residual

+18.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.7%
Residual / FX / buybacks / cross-term+18.4%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.