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9663.T$4790.00+0.74%
Fair $4790.00+0.0%

9663.T

NAGAWA Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$4790.00

+35.00 (+0.74%)

Fairly Valued+0.0%Fair Value $4790.00Fund rank 29/100 · Data gapFallback financials|
SA 31/D
F-Score: 5/9
Margin Compression

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 $1.1B · quality 47.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

31/100

D

Piotroski

5/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 9663.TLocal privado en este navegador · NAGAWA 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

$74.2B

P/E

18.9x

↑

EV/EBITDA

7.5x

↓

ROE

6.8%

↑

Gross Margin

39.2%

↑

Debt/Equity

N/A

•
52-Week Range$4790
$4670$6990

TradingView lightweight chart

9663.T price, volumen y niveles de valoración

Último $4,790Periodo +514.1%
Fair value: $4,790

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

+4.9%

FCF CAGR

+25.8%

FCF margin

12.4%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.29B · net income $4.21B · FCF $4.39B

2022-FY → 2025-FY

Gross margin

39.2%-1.8% pts

Operating margin

12.2%-2.3% pts

Net margin

11.9%+2.1% pts

FCF margin

12.4%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.29B$35.29B$32.58B$31.65B$30.59B
Net Income$4.21B$4.21B$3.13B$3.13B$3.02B
EBITDA$8.45B$8.45B$7.95B$7.57B$7.51B
EPS——198.41199.15192.51
Gross Margin39.2%39.2%40.4%40.6%40.9%
Operating Margin12.2%12.2%13.1%13.6%14.5%
Net Margin11.9%11.9%9.6%9.9%9.9%
Balance Sheet
Current Ratio3.733.73———
Cash Flow
Free Cash Flow$4.39B$4.39B$1.14B$524.0M$2.20B
Returns
ROE6.8%6.8%5.2%5.9%5.9%
Valuation
P/E18.9018.9036.8432.3948.67
EV/EBITDA7.547.5413.5611.9617.85
P/B1.221.221.921.902.88
Growth & Yield
Revenue Growth8.3%8.3%2.9%3.5%—
EPS Growth——-0.4%3.4%—
Dividend Yield1.3%1.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -22.0%

Total return

-22.0%

Start / end P/E

n/dx → n/dx

EPS bridge

198.41 → n/d

Residual

-23.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.3%
Residual / FX / buybacks / cross-term-23.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.