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5941.T$2501.00+0.00%
Fair $2501.00+0.0%

5941.T

Nakanishi Mfg. Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesTokyo

$2501.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2501.00Fund rank 28/100 · Data gapFallback financials|
SA 57/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-1.5B · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

57/100

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 · 5941.TLocal privado en este navegador · Nakanishi Mfg. 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

$15.5B

P/E

7.0x

↓

EV/EBITDA

4.4x

↓

ROE

8.8%

↑

Gross Margin

24.7%

↓

Debt/Equity

0.09

↓
52-Week Range$2501
$2309$2778

TradingView lightweight chart

5941.T price, volumen y niveles de valoración

Último $2,501Periodo +262.5%
Fair value: $2,501

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

+9.9%

FCF CAGR

—

FCF margin

-3.7%

FCF / Net income

-0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.93B · net income $1.81B · FCF $-1.49B

2022-FY → 2025-FY

Gross margin

24.7%+0.1% pts

Operating margin

6.6%+1.1% pts

Net margin

4.5%+0.8% pts

FCF margin

-3.7%-10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.93B$39.93B$36.60B$30.67B$30.07B
Net Income$1.81B$1.81B$1.52B$803.2M$1.12B
EBITDA$3.28B$3.28B$2.69B$1.81B$2.25B
EPS287.78287.78241.42127.44177.34
Gross Margin24.7%24.7%23.4%23.4%24.6%
Operating Margin6.6%6.6%5.4%3.5%5.4%
Net Margin4.5%4.5%4.2%2.6%3.7%
Balance Sheet
Debt/Equity0.090.090.040.040.07
Current Ratio2.322.32———
Cash Flow
Free Cash Flow$-1.49B$-1.49B$3.96B$-1.56B$1.94B
Returns
ROE8.8%8.8%7.9%4.6%6.6%
Valuation
P/E7.017.018.6914.906.93
EV/EBITDA4.444.443.025.821.90
P/B0.770.770.690.680.46
Growth & Yield
Revenue Growth9.1%9.1%19.3%2.0%—
EPS Growth19.2%19.2%89.4%-28.1%—
Dividend Yield8.0%8.0%———

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

-8.3%

fácil

EPS terminal req.

$221.92

Spread vs growth

27.5%

5Y implied EPS CAGR

-1.4%

fácil

EPS terminal req.

$268.53

Spread vs growth

20.6%

10Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$432.46

Spread vs growth

15.0%

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 +16.3%

Total return

+16.3%

Start / end P/E

9.6x → 8.7x

EPS bridge

241.42 → 287.78

Residual

-1.8%

EPS growth+19.2%
Multiple rerating-9.1%
Dividend+8.0%
Residual / FX / buybacks / cross-term-1.8%

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.