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2676.T$2002.00+0.45%
Fair $2002.00+0.0%

2676.T

Takachiho Koheki Co.,Ltd.

Industrials / ConglomeratesTokyo

$2002.00

+9.00 (+0.45%)

Fairly Valued+0.0%Fair Value $2002.00Fund rank 31/100 · Data gapFallback financials|
SA 47/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 54.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

47/100

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 · 2676.TLocal privado en este navegador · Takachiho Koheki 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

$37.4B

P/E

25.3x

↑

EV/EBITDA

13.1x

↑

ROE

8.7%

↑

Gross Margin

24.6%

↓

Debt/Equity

0.00

↓
52-Week Range$2002
$1873$2252

TradingView lightweight chart

2676.T price, volumen y niveles de valoración

Último $2,002Periodo +246.4%
Fair value: $2,002

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

+10.6%

FCF CAGR

+40.5%

FCF margin

10.3%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.10B · net income $1.46B · FCF $2.89B

2022-FY → 2025-FY

Gross margin

24.6%+0.1% pts

Operating margin

7.4%+2.5% pts

Net margin

5.2%+1.0% pts

FCF margin

10.3%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$28.10B$28.10B$25.22B$23.36B$20.78B
Net Income$1.46B$1.46B$1.44B$1.21B$878.5M
EBITDA$2.37B$2.37B$2.32B$1.56B$1.43B
EPS39.5239.5239.4767.1149.23
Gross Margin24.6%24.6%24.0%25.0%24.5%
Operating Margin7.4%7.4%5.8%5.9%4.9%
Net Margin5.2%5.2%5.7%5.2%4.2%
Balance Sheet
Debt/Equity0.000.000.00——
Current Ratio2.902.90———
Cash Flow
Free Cash Flow$2.89B$2.89B$1.54B$-1.56B$1.04B
Returns
ROE8.7%8.7%8.5%7.3%5.8%
Valuation
P/E25.3025.3046.0517.3514.86
EV/EBITDA13.0713.0712.1610.514.45
P/B2.192.191.961.270.87
Growth & Yield
Revenue Growth11.4%11.4%8.0%12.4%—
EPS Growth0.1%0.1%-41.2%36.3%—
Dividend Yield3.8%3.8%———

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

65.0%

muy exigente

EPS terminal req.

$177.64

Spread vs growth

-64.9%

5Y implied EPS CAGR

40.3%

muy exigente

EPS terminal req.

$214.95

Spread vs growth

-40.2%

10Y implied EPS CAGR

24.2%

exigente

EPS terminal req.

$346.18

Spread vs growth

-24.1%

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 +1.9%

Total return

+1.9%

Start / end P/E

51.7x → 50.7x

EPS bridge

39.47 → 39.52

Residual

-0.0%

EPS growth+0.1%
Multiple rerating-2.0%
Dividend+3.8%
Residual / FX / buybacks / cross-term-0.0%

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.