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1981.T$1313.00-1.06%
Fair $1313.00+0.0%

1981.T

Kyowanissei Co.,Ltd.

Industrials / Building Products & EquipmentTokyo

$1313.00

-14.00 (-1.06%)

Fairly Valued+0.0%Fair Value $1313.00Fund rank 37/100 · Data gapFallback financials|
SA 52/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $590.6M · quality 79.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

52/100

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 · 1981.TLocal privado en este navegador · Kyowanissei 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

$13.3B

P/E

11.2x

↓

EV/EBITDA

4.0x

↓

ROE

6.0%

↑

Gross Margin

9.9%

↓

Debt/Equity

0.00

↓
52-Week Range$1313
$1307$1947

TradingView lightweight chart

1981.T price, volumen y niveles de valoración

Último $1,313Periodo +370.6%
Fair value: $1,313

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

+3.0%

FCF CAGR

-1.4%

FCF margin

1.8%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.42B · net income $1.13B · FCF $669.5M

2022-FY → 2025-FY

Gross margin

9.9%-0.5% pts

Operating margin

4.0%+0.3% pts

Net margin

3.0%-0.1% pts

FCF margin

1.8%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$37.42B$37.42B$35.89B$34.47B$34.24B
Net Income$1.13B$1.13B$1.06B$933.6M$1.08B
EBITDA$1.76B$1.76B$1.45B$1.53B$1.70B
EPS103.96103.9695.3581.3093.72
Gross Margin9.9%9.9%10.2%10.2%10.4%
Operating Margin4.0%4.0%3.5%3.3%3.7%
Net Margin3.0%3.0%3.0%2.7%3.2%
Balance Sheet
Debt/Equity0.000.000.000.000.01
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$669.5M$669.5M$464.0M$590.6M$699.4M
Returns
ROE6.0%6.0%5.7%5.3%6.1%
Valuation
P/E11.1711.1713.3117.6613.62
EV/EBITDA4.034.034.315.803.99
P/B0.730.730.750.930.83
Growth & Yield
Revenue Growth4.3%4.3%4.1%0.7%—
EPS Growth9.0%9.0%17.3%-13.3%—
Dividend Yield7.8%7.8%———

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

3.9%

fácil

EPS terminal req.

$116.51

Spread vs growth

5.2%

5Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$140.97

Spread vs growth

2.7%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$227.04

Spread vs growth

0.9%

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 +5.8%

Total return

+5.8%

Start / end P/E

14.1x → 12.6x

EPS bridge

95.35 → 103.96

Residual

-0.9%

EPS growth+9.0%
Multiple rerating-10.1%
Dividend+7.8%
Residual / FX / buybacks / cross-term-0.9%

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.