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5923.T$1073.00-0.09%
Fair $1073.00+0.0%

5923.T

TAKADAKIKO (Steel Construction) CO.,LTD.

Industrials / Engineering & ConstructionTokyo

$1073.00

-1.00 (-0.09%)

Fairly Valued+0.0%Fair Value $1073.00Fund rank 23/100 · Data gapFallback financials|
SA 35/D
F-Score: 1/9
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 17%

FCF escenarios

weak_data · normalized FCF $-1.2B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

35/100

D

Piotroski

1/9

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 1.7%, below the 5% threshold
Thesis & Journal · 5923.TLocal privado en este navegador · TAKADAKIKO (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

$6.3B

P/E

18.9x

↑

EV/EBITDA

12.7x

↑

ROE

1.7%

↓

Gross Margin

10.4%

↓

Debt/Equity

0.31

↓
52-Week Range$1073
$1008$1364

TradingView lightweight chart

5923.T price, volumen y niveles de valoración

Último $1,073Periodo -20.5%
Fair value: $1,073

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

+5.6%

FCF CAGR

—

FCF margin

-6.3%

FCF / Net income

-3.38x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.46B · net income $343.7M · FCF $-1.16B

2022-FY → 2025-FY

Gross margin

10.4%-2.5% pts

Operating margin

1.3%-3.6% pts

Net margin

1.9%-2.9% pts

FCF margin

-6.3%-9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.46B$18.46B$19.70B$15.98B$15.67B
Net Income$343.7M$343.7M$898.1M$340.6M$747.7M
EBITDA$837.5M$837.5M$1.63B$704.0M$1.05B
EPS56.8156.81147.5854.63114.62
Gross Margin10.4%10.4%14.7%11.0%12.9%
Operating Margin1.3%1.3%6.8%2.3%4.9%
Net Margin1.9%1.9%4.6%2.1%4.8%
Balance Sheet
Debt/Equity0.310.310.220.260.11
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$-1.16B$-1.16B$-388.5M$-3.25B$551.4M
Returns
ROE1.7%1.7%4.3%1.8%3.9%
Valuation
P/E18.8918.898.1715.518.02
EV/EBITDA12.6612.666.0110.374.11
P/B0.320.320.350.280.32
Growth & Yield
Revenue Growth-6.3%-6.3%23.3%2.0%—
EPS Growth-61.5%-61.5%170.2%-52.3%—
Dividend Yield4.7%4.7%———

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

18.8%

exigente

EPS terminal req.

$95.21

Spread vs growth

-80.3%

5Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$115.21

Spread vs growth

-76.7%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$185.54

Spread vs growth

-74.1%

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 +6.4%

Total return

+6.4%

Start / end P/E

7.1x → 18.9x

EPS bridge

147.58 → 56.81

Residual

-101.0%

EPS growth-61.5%
Multiple rerating+164.2%
Dividend+4.7%
Residual / FX / buybacks / cross-term-101.0%

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.