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7949.T$2394.00-1.58%
Fair $2394.00+0.0%

7949.T

Komatsu Wall Industry Co., Ltd.

Industrials / Building Products & EquipmentTokyo

$2394.00

-39.00 (-1.58%)

Fairly Valued+0.0%Fair Value $2394.00Fund rank 36/100 · Data gapFallback financials|
SA 51/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 75.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

51/100

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 · 7949.TLocal privado en este navegador · Komatsu Wall Industry 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

$42.1B

P/E

13.8x

↓

EV/EBITDA

5.6x

↓

ROE

7.0%

↑

Gross Margin

35.3%

↑

Debt/Equity

0.01

↓
52-Week Range$2394
$2161$3060

TradingView lightweight chart

7949.T price, volumen y niveles de valoración

Último $2,422Periodo +425.4%
Fair value: $2,394

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

+8.9%

FCF CAGR

-1.3%

FCF margin

4.1%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.62B · net income $2.65B · FCF $1.81B

2022-FY → 2025-FY

Gross margin

35.3%+2.6% pts

Operating margin

8.1%+3.0% pts

Net margin

5.9%+2.3% pts

FCF margin

4.1%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.62B$44.62B$43.55B$37.77B$34.54B
Net Income$2.65B$2.65B$2.77B$1.63B$1.24B
EBITDA$4.80B$4.80B$4.77B$3.38B$2.85B
EPS145.64145.64149.0487.6466.88
Gross Margin35.3%35.3%33.9%32.8%32.7%
Operating Margin8.1%8.1%8.4%6.1%5.2%
Net Margin5.9%5.9%6.4%4.3%3.6%
Balance Sheet
Debt/Equity0.010.010.010.01—
Current Ratio4.054.05———
Cash Flow
Free Cash Flow$1.81B$1.81B$3.23B$973.0M$1.89B
Returns
ROE7.0%7.0%7.3%4.5%3.5%
Valuation
P/E13.8013.8010.3811.1813.58
EV/EBITDA5.645.642.390.830.53
P/B1.151.150.760.500.48
Growth & Yield
Revenue Growth2.4%2.4%15.3%9.4%—
EPS Growth-2.3%-2.3%70.1%31.0%—
Dividend Yield5.8%5.8%———

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

13.4%

razonable

EPS terminal req.

$212.43

Spread vs growth

-15.7%

5Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$257.04

Spread vs growth

-14.3%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$413.96

Spread vs growth

-13.3%

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 +16.9%

Total return

+16.9%

Start / end P/E

14.6x → 16.6x

EPS bridge

149.04 → 145.64

Residual

-0.3%

EPS growth-2.3%
Multiple rerating+13.7%
Dividend+5.8%
Residual / FX / buybacks / cross-term-0.3%

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.