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3955.T$797.00-1.12%
Fair $797.00+0.0%

3955.T

IMURA & Co.,Ltd.

Basic Materials / Paper & Paper ProductsTokyo

$797.00

-9.00 (-1.12%)

Fairly Valued+0.0%Fair Value $797.00Fund rank 25/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-156.0M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

40/100

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 3955.TLocal privado en este navegador · IMURA & 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

$8.0B

P/E

8.4x

↓

EV/EBITDA

4.3x

↓

ROE

5.3%

↑

Gross Margin

25.9%

↑

Debt/Equity

0.27

↑
52-Week Range$797
$760$1159

TradingView lightweight chart

3955.T price, volumen y niveles de valoración

Último $797.00Periodo +122.9%
Fair value: $797.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+0.1%

FCF CAGR

—

FCF margin

-11.2%

FCF / Net income

-2.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.83B · net income $954.0M · FCF $-2.45B

2023-FY → 2026-FY

Gross margin

25.9%-0.6% pts

Operating margin

5.2%-1.3% pts

Net margin

4.4%-0.3% pts

FCF margin

-11.2%-8.8% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$21.83B$21.83B$20.90B$20.87B$21.74B
Net Income$954.0M$954.0M$771.0M$950.0M$1.02B
EBITDA$2.35B$2.35B$2.11B$2.10B$2.10B
EPS——76.6394.10100.68
Gross Margin25.9%25.9%27.0%26.9%26.5%
Operating Margin5.2%5.2%6.3%6.3%6.6%
Net Margin4.4%4.4%3.7%4.6%4.7%
Balance Sheet
Debt/Equity0.270.270.130.000.01
Current Ratio1.071.07———
Cash Flow
Free Cash Flow$-2.45B$-2.45B$-156.0M$458.0M$-541.0M
Returns
ROE5.3%5.3%4.6%5.9%6.6%
Valuation
P/E8.398.3912.4812.848.66
EV/EBITDA4.324.324.264.332.91
P/B0.450.450.580.750.57
Growth & Yield
Revenue Growth4.4%4.4%0.2%-4.0%—
EPS Growth——-18.6%-6.5%—
Dividend Yield3.7%3.7%———

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 -13.4%

Total return

-13.4%

Start / end P/E

n/dx → n/dx

EPS bridge

76.63 → n/d

Residual

-17.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term-17.2%

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.