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3101.T$1853.00-3.24%
Fair $1853.00+0.0%

3101.T

Toyobo Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1853.00

-62.00 (-3.24%)

Fairly Valued+0.0%Fair Value $1853.00Fund rank 23/100 · Data gapFallback financials|
SA 43/C
F-Score: 5/9
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 18%

FCF escenarios

weak_data · normalized FCF $-31.4B · quality 46.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

43/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 3101.TLocal privado en este navegador · Toyobo 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

$163.5B

P/E

14.6x

↓

EV/EBITDA

12.3x

↑

ROE

1.0%

↑

Gross Margin

23.0%

↑

Debt/Equity

1.34

↑
52-Week Range$1853
$864$1945

TradingView lightweight chart

3101.T price, volumen y niveles de valoración

Último $1,853Periodo +39.3%
Fair value: $1,853

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

+4.0%

FCF CAGR

—

FCF margin

-3.6%

FCF / Net income

-7.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $422.03B · net income $2.00B · FCF $-15.11B

2022-FY → 2025-FY

Gross margin

23.0%-2.6% pts

Operating margin

3.9%-3.6% pts

Net margin

0.5%-2.9% pts

FCF margin

-3.6%-0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$422.03B$422.03B$414.26B$399.92B$375.72B
Net Income$2.00B$2.00B$2.46B$-655.0M$12.87B
EBITDA$32.05B$32.05B$26.75B$20.99B$36.09B
EPS22.7322.7327.87-7.37144.75
Gross Margin23.0%23.0%21.2%21.3%25.6%
Operating Margin3.9%3.9%2.2%2.5%7.6%
Net Margin0.5%0.5%0.6%-0.2%3.4%
Balance Sheet
Debt/Equity1.341.341.231.190.96
Current Ratio1.721.72———
Cash Flow
Free Cash Flow$-15.11B$-15.11B$-35.03B$-31.36B$-12.02B
Returns
ROE1.0%1.0%1.2%-0.3%6.6%
Valuation
P/E14.6414.6439.43—7.15
EV/EBITDA12.3512.3511.4112.127.00
P/B0.840.840.490.470.47
Growth & Yield
Revenue Growth1.9%1.9%3.6%6.4%—
EPS Growth-18.4%-18.4%478.2%-105.1%—
Dividend Yield4.2%4.2%———

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

93.4%

muy exigente

EPS terminal req.

$164.42

Spread vs growth

-111.8%

5Y implied EPS CAGR

54.3%

muy exigente

EPS terminal req.

$198.95

Spread vs growth

-72.8%

10Y implied EPS CAGR

30.3%

muy exigente

EPS terminal req.

$320.41

Spread vs growth

-48.7%

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 +115.7%

Total return

+115.7%

Start / end P/E

31.4x → 81.5x

EPS bridge

27.87 → 22.73

Residual

-29.4%

EPS growth-18.4%
Multiple rerating+159.4%
Dividend+4.2%
Residual / FX / buybacks / cross-term-29.4%

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.