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3553.T$849.00-1.74%
Fair $849.00+0.0%

3553.T

Kyowa Leather Cloth Co., Ltd.

Basic Materials / ChemicalsTokyo

$849.00

-15.00 (-1.74%)

Fairly Valued+0.0%Fair Value $849.00Fund rank 26/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9
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 $-81.0M · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

45/100

C

Piotroski

4/9

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 3.0%, below the 5% threshold
Thesis & Journal · 3553.TLocal privado en este navegador · Kyowa Leather Cloth 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

$20.2B

P/E

30.9x

↑

EV/EBITDA

2.9x

↓

ROE

3.0%

↑

Gross Margin

17.9%

↓

Debt/Equity

0.01

↓
52-Week Range$849
$760$1212

TradingView lightweight chart

3553.T price, volumen y niveles de valoración

Último $849.00Periodo +81.8%
Fair value: $849.00

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

+6.2%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

-2.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $56.40B · net income $1.10B · FCF $-2.59B

2022-FY → 2025-FY

Gross margin

17.9%-0.3% pts

Operating margin

3.8%-0.1% pts

Net margin

2.0%-1.6% pts

FCF margin

-4.6%-5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$56.40B$56.40B$52.04B$45.79B$47.10B
Net Income$1.10B$1.10B$1.96B$347.0M$1.68B
EBITDA$4.22B$4.22B$5.32B$3.14B$4.83B
EPS46.1046.1081.2914.4168.85
Gross Margin17.9%17.9%19.1%15.9%18.2%
Operating Margin3.8%3.8%4.9%0.5%3.9%
Net Margin2.0%2.0%3.8%0.8%3.6%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio1.791.79———
Cash Flow
Free Cash Flow$-2.59B$-2.59B$4.33B$-81.0M$276.0M
Returns
ROE3.0%3.0%5.4%1.0%5.0%
Valuation
P/E30.9030.909.8535.889.63
EV/EBITDA2.942.941.101.141.61
P/B0.560.560.530.370.48
Growth & Yield
Revenue Growth8.4%8.4%13.6%-2.8%—
EPS Growth-43.3%-43.3%464.1%-79.1%—
Dividend Yield6.0%6.0%———

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

17.8%

exigente

EPS terminal req.

$75.33

Spread vs growth

-61.1%

5Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$91.15

Spread vs growth

-57.9%

10Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$146.81

Spread vs growth

-55.6%

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

9.4x → 18.4x

EPS bridge

81.29 → 46.10

Residual

-41.3%

EPS growth-43.3%
Multiple rerating+95.4%
Dividend+6.0%
Residual / FX / buybacks / cross-term-41.3%

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.