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5946.T$1969.00-2.09%
Fair $1969.00+0.0%

5946.T

Chofu Seisakusho Co., Ltd.

Consumer Cyclical / Furnishings, Fixtures & AppliancesTokyo

$1969.00

-42.00 (-2.09%)

Fairly Valued+0.0%Fair Value $1969.00Fund rank 30/100 · Data gapFallback financials|
SA 29/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.4B · quality 55.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

29/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 1.6%, below the 5% threshold
Thesis & Journal · 5946.TLocal privado en este navegador · Chofu Seisakusho 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

$66.9B

P/E

30.8x

↑

EV/EBITDA

13.6x

↑

ROE

1.6%

↓

Gross Margin

22.3%

↓

Debt/Equity

N/A

•
52-Week Range$1969
$1775$2222

TradingView lightweight chart

5946.T price, volumen y niveles de valoración

Último $1,969Periodo +78.7%
Fair value: $1,969

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

-2.3%

FCF CAGR

+24.6%

FCF margin

7.4%

FCF / Net income

1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.50B · net income $2.17B · FCF $3.42B

2022-FY → 2025-FY

Gross margin

22.3%-1.7% pts

Operating margin

3.7%-2.3% pts

Net margin

4.7%-3.1% pts

FCF margin

7.4%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.50B$46.50B$46.12B$48.51B$49.79B
Net Income$2.17B$2.17B$3.14B$4.00B$3.87B
EBITDA$4.65B$4.65B$5.76B$6.83B$6.57B
EPS63.9663.9692.45117.09111.55
Gross Margin22.3%22.3%22.5%24.5%24.0%
Operating Margin3.7%3.7%3.8%6.9%6.0%
Net Margin4.7%4.7%6.8%8.2%7.8%
Balance Sheet
Current Ratio4.294.29———
Cash Flow
Free Cash Flow$3.42B$3.42B$1.08B$3.40B$1.77B
Returns
ROE1.6%1.6%2.3%3.0%3.0%
Valuation
P/E30.7730.7720.9417.5117.10
EV/EBITDA13.5913.5910.699.729.31
P/B0.490.490.490.530.51
Growth & Yield
Revenue Growth0.8%0.8%-4.9%-2.6%—
EPS Growth-30.8%-30.8%-21.0%5.0%—
Dividend Yield2.3%2.3%———

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

39.8%

muy exigente

EPS terminal req.

$174.72

Spread vs growth

-70.6%

5Y implied EPS CAGR

27.0%

muy exigente

EPS terminal req.

$211.41

Spread vs growth

-57.8%

10Y implied EPS CAGR

18.2%

exigente

EPS terminal req.

$340.47

Spread vs growth

-49.0%

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 +9.9%

Total return

+9.9%

Start / end P/E

19.8x → 30.8x

EPS bridge

92.45 → 63.96

Residual

-17.1%

EPS growth-30.8%
Multiple rerating+55.5%
Dividend+2.3%
Residual / FX / buybacks / cross-term-17.1%

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.