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4008.T$1286.00-4.50%
Fair $1286.00+0.0%

4008.T

Sumitomo Seika Chemicals Company, Limited.

Basic Materials / Specialty ChemicalsTokyo

$1286.00

-60.00 (-4.50%)

Fairly Valued+0.0%Fair Value $1286.00Fund rank 27/100 · Data gapFallback financials|
SA 61/B
F-Score: 4/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-128.0M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

61/100

B

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: 0unknown: 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.
Thesis & Journal · 4008.TLocal privado en este navegador · Sumitomo Seika Chemicals Company, Limited.
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

$83.2B

P/E

10.9x

↓

EV/EBITDA

6.1x

↓

ROE

6.3%

↑

Gross Margin

20.8%

↑

Debt/Equity

0.20

↓
52-Week Range$1286
$849$1472

TradingView lightweight chart

4008.T price, volumen y niveles de valoración

Último $1,272Periodo +427.8%
Fair value: $1,286

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

+8.5%

FCF CAGR

—

FCF margin

-5.0%

FCF / Net income

-1.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $147.57B · net income $5.96B · FCF $-7.40B

2022-FY → 2025-FY

Gross margin

20.8%-1.8% pts

Operating margin

7.3%+0.3% pts

Net margin

4.0%-1.1% pts

FCF margin

-5.0%-9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$147.57B$147.57B$142.99B$143.04B$115.58B
Net Income$5.96B$5.96B$6.17B$8.59B$5.89B
EBITDA$14.35B$14.35B$14.87B$16.63B$13.59B
EPS90.1290.1291.80127.37—
Gross Margin20.8%20.8%19.6%21.1%22.6%
Operating Margin7.3%7.3%6.7%7.3%7.0%
Net Margin4.0%4.0%4.3%6.0%5.1%
Balance Sheet
Debt/Equity0.200.200.120.150.18
Current Ratio2.512.51———
Cash Flow
Free Cash Flow$-7.40B$-7.40B$2.04B$-128.0M$5.39B
Returns
ROE6.3%6.3%6.5%9.9%7.5%
Valuation
P/E10.9410.9411.026.60—
EV/EBITDA6.076.073.892.741.93
P/B0.900.900.720.650.52
Growth & Yield
Revenue Growth3.2%3.2%-0.0%23.8%—
EPS Growth-1.8%-1.8%-27.9%——
Dividend Yield3.8%3.8%———

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

8.2%

razonable

EPS terminal req.

$114.11

Spread vs growth

-10.0%

5Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$138.07

Spread vs growth

-10.7%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$222.37

Spread vs growth

-11.3%

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 +48.0%

Total return

+48.0%

Start / end P/E

9.6x → 14.1x

EPS bridge

91.80 → 90.12

Residual

-0.9%

EPS growth-1.8%
Multiple rerating+46.9%
Dividend+3.8%
Residual / FX / buybacks / cross-term-0.9%

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.