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208A.T$2872.00-1.58%
Fair $2872.00+0.0%

208A.T

KOZO KEIKAKU ENGINEERING HOLDINGS Inc.

Industrials / Engineering & ConstructionTokyo

$2872.00

-46.00 (-1.58%)

Fairly Valued+0.0%Fair Value $2872.00Fund rank 37/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 $1.7B · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

59/100

C

Piotroski

7/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 208A.TLocal privado en este navegador · KOZO KEIKAKU ENGINEERING HOLDINGS Inc.
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

$30.1B

P/E

12.8x

↓

EV/EBITDA

9.1x

↓

ROE

20.3%

↑

Gross Margin

52.2%

↑

Debt/Equity

0.36

↑
52-Week Range$2872
$2426$3570

TradingView lightweight chart

208A.T price, volumen y niveles de valoración

Último $2,872Periodo -28.2%
Fair value: $2,872

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2025 · 4 años de histórico normalizado

Revenue CAGR

+10.2%

FCF CAGR

+29.9%

FCF margin

12.5%

FCF / Net income

1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.14B · net income $2.05B · FCF $2.51B

2021-FY → 2025-FY

Gross margin

52.2%-0.8% pts

Operating margin

15.3%+2.7% pts

Net margin

10.2%+0.4% pts

FCF margin

12.5%+6.0% pts
MetricTTM
2025
2023
2022
2021
Income Statement
Revenue$20.14B$20.14B$16.58B$14.75B$13.63B
Net Income$2.05B$2.05B$1.61B$1.36B$1.33B
EBITDA$3.42B$3.42B$2.39B$2.20B$2.14B
EPS192.98192.98153.66129.27128.87
Gross Margin52.2%52.2%51.5%52.4%53.1%
Operating Margin15.3%15.3%13.2%13.4%12.6%
Net Margin10.2%10.2%9.7%9.2%9.8%
Balance Sheet
Debt/Equity0.360.360.170.260.36
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$2.51B$2.51B$1.58B$1.65B$882.8M
Returns
ROE20.3%20.3%17.3%16.9%18.6%
Valuation
P/E12.8312.8311.109.9210.82
EV/EBITDA9.059.057.165.936.96
P/B3.133.131.921.682.01
Growth & Yield
Revenue Growth21.5%21.5%12.4%8.2%—
EPS Growth25.6%25.6%18.9%0.3%—
Dividend Yield4.8%4.8%———

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

9.7%

razonable

EPS terminal req.

$254.84

Spread vs growth

15.9%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$308.36

Spread vs growth

15.8%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$496.62

Spread vs growth

15.7%

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 +20.8%

Total return

+20.8%

Start / end P/E

16.1x → 14.9x

EPS bridge

153.66 → 192.98

Residual

-2.0%

EPS growth+25.6%
Multiple rerating-7.6%
Dividend+4.8%
Residual / FX / buybacks / cross-term-2.0%

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.