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5918.T$7130.00-0.83%
Fair $7130.00+0.0%

5918.T

The Takigami Steel Construction Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$7130.00

-60.00 (-0.83%)

Fairly Valued+0.0%Fair Value $7130.00Fund rank 26/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
Low Profitability

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-3.7B · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

48/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 0.5%, below the 5% threshold
Thesis & Journal · 5918.TLocal privado en este navegador · The Takigami Steel Construction 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

$14.7B

P/E

15.4x

↓

EV/EBITDA

11.2x

↑

ROE

0.5%

↓

Gross Margin

7.3%

↓

Debt/Equity

0.11

↓
52-Week Range$7130
$6350$7940

TradingView lightweight chart

5918.T price, volumen y niveles de valoración

Último $7,130Periodo +139.3%
Fair value: $7,130

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

+17.5%

FCF CAGR

+37.6%

FCF margin

5.4%

FCF / Net income

6.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.84B · net income $200.0M · FCF $1.30B

2022-FY → 2025-FY

Gross margin

7.3%-2.2% pts

Operating margin

-1.6%-0.3% pts

Net margin

0.8%-0.1% pts

FCF margin

5.4%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.84B$23.84B$23.33B$18.62B$14.68B
Net Income$200.0M$200.0M$986.0M$1.02B$138.0M
EBITDA$1.20B$1.20B$2.02B$2.08B$841.0M
EPS91.6791.67449.30464.28—
Gross Margin7.3%7.3%11.4%12.0%9.5%
Operating Margin-1.6%-1.6%2.7%1.9%-1.3%
Net Margin0.8%0.8%4.2%5.5%0.9%
Balance Sheet
Debt/Equity0.110.110.020.020.02
Current Ratio2.322.32———
Cash Flow
Free Cash Flow$1.30B$1.30B$-6.22B$-3.74B$497.0M
Returns
ROE0.5%0.5%2.2%2.7%0.4%
Valuation
P/E15.4215.4218.1616.74—
EV/EBITDA11.1611.167.664.615.03
P/B0.360.360.400.440.38
Growth & Yield
Revenue Growth2.2%2.2%25.3%26.8%—
EPS Growth-79.6%-79.6%-3.2%——
Dividend Yield1.4%1.4%———

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

90.4%

muy exigente

EPS terminal req.

$632.67

Spread vs growth

-170.0%

5Y implied EPS CAGR

52.9%

muy exigente

EPS terminal req.

$765.53

Spread vs growth

-132.5%

10Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$1232.89

Spread vs growth

-109.3%

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 +2.2%

Total return

+2.2%

Start / end P/E

15.7x → 77.8x

EPS bridge

449.30 → 91.67

Residual

-313.8%

EPS growth-79.6%
Multiple rerating+394.3%
Dividend+1.4%
Residual / FX / buybacks / cross-term-313.8%

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.