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3443.T$1176.00+0.94%
Fair $1176.00+0.0%

3443.T

Kawada Technologies, Inc.

Industrials / Engineering & ConstructionTokyo

$1176.00

+11.00 (+0.94%)

Fairly Valued+0.0%Fair Value $1176.00Fund rank 31/100 · Data gapFallback financials|
SA 55/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $6.6B · quality 53.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

55/100

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 · 3443.TLocal privado en este navegador · Kawada Technologies, 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

$61.1B

P/E

7.0x

↓

EV/EBITDA

4.5x

↓

ROE

12.2%

↑

Gross Margin

16.4%

↓

Debt/Equity

0.28

↓
52-Week Range$1176
$1117$1847

TradingView lightweight chart

3443.T price, volumen y niveles de valoración

Último $1,176Periodo +421.4%
Fair value: $1,176

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

+8.6%

FCF CAGR

-28.0%

FCF margin

5.0%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $132.91B · net income $11.11B · FCF $6.62B

2022-FY → 2025-FY

Gross margin

16.4%+0.2% pts

Operating margin

7.3%+1.1% pts

Net margin

8.4%+3.4% pts

FCF margin

5.0%-12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$132.91B$132.91B$129.13B$118.09B$103.76B
Net Income$11.11B$11.11B$7.54B$4.23B$5.18B
EBITDA$16.21B$16.21B$13.80B$9.12B$10.55B
EPS214.32214.32144.6979.9897.51
Gross Margin16.4%16.4%15.6%13.2%16.2%
Operating Margin7.3%7.3%6.8%4.3%6.2%
Net Margin8.4%8.4%5.8%3.6%5.0%
Balance Sheet
Debt/Equity0.280.280.370.490.30
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$6.62B$6.62B$10.46B$-11.55B$17.76B
Returns
ROE12.2%12.2%9.2%5.6%7.3%
Valuation
P/E7.007.007.215.344.06
EV/EBITDA4.464.464.944.782.68
P/B0.670.670.660.300.30
Growth & Yield
Revenue Growth2.9%2.9%9.3%13.8%—
EPS Growth48.1%48.1%80.9%-18.0%—
Dividend Yield3.6%3.6%———

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

-21.3%

fácil

EPS terminal req.

$104.35

Spread vs growth

69.5%

5Y implied EPS CAGR

-10.0%

fácil

EPS terminal req.

$126.26

Spread vs growth

58.2%

10Y implied EPS CAGR

-0.5%

fácil

EPS terminal req.

$203.35

Spread vs growth

48.7%

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 +6.6%

Total return

+6.6%

Start / end P/E

7.9x → 5.5x

EPS bridge

144.69 → 214.32

Residual

-14.7%

EPS growth+48.1%
Multiple rerating-30.5%
Dividend+3.6%
Residual / FX / buybacks / cross-term-14.7%

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.