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v0.1
4022.T$2153.00+7.65%
Fair $2153.00+0.0%

4022.T

Rasa Industries, Ltd.

Basic Materials / Specialty ChemicalsTokyo

$2153.00

+153.00 (+7.65%)

Fairly Valued+0.0%Fair Value $2153.00Fund rank 31/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $3.2B · quality 56.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

59/100

C

Piotroski

8/9

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 · 4022.TLocal privado en este navegador · Rasa Industries, 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

$84.1B

P/E

19.3x

↑

EV/EBITDA

13.5x

↑

ROE

11.2%

↑

Gross Margin

21.2%

↑

Debt/Equity

0.30

↑
52-Week Range$2153
$616$2638

TradingView lightweight chart

4022.T price, volumen y niveles de valoración

Último $2,153Periodo +356.1%
Fair value: $2,153

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

+8.7%

FCF CAGR

—

FCF margin

7.0%

FCF / Net income

1.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $45.42B · net income $3.13B · FCF $3.17B

2022-FY → 2025-FY

Gross margin

21.2%-1.5% pts

Operating margin

10.4%+0.6% pts

Net margin

6.9%-0.3% pts

FCF margin

7.0%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$45.42B$45.42B$42.79B$49.60B$35.41B
Net Income$3.13B$3.13B$2.38B$3.23B$2.54B
EBITDA$6.53B$6.53B$5.50B$6.67B$5.18B
EPS79.7579.7560.3081.6764.03
Gross Margin21.2%21.2%19.3%19.0%22.7%
Operating Margin10.4%10.4%8.4%9.3%9.8%
Net Margin6.9%6.9%5.6%6.5%7.2%
Balance Sheet
Debt/Equity0.300.300.360.530.55
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$3.17B$3.17B$3.99B$1.12B$-434.0M
Returns
ROE11.2%11.2%9.5%14.0%12.6%
Valuation
P/E19.2919.299.074.994.62
EV/EBITDA13.4613.464.933.503.73
P/B3.033.030.870.700.58
Growth & Yield
Revenue Growth6.2%6.2%-13.7%40.1%—
EPS Growth32.2%32.2%-26.2%27.6%—
Dividend Yield1.8%1.8%———

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

33.8%

muy exigente

EPS terminal req.

$191.04

Spread vs growth

-1.6%

5Y implied EPS CAGR

23.7%

exigente

EPS terminal req.

$231.16

Spread vs growth

8.5%

10Y implied EPS CAGR

16.7%

exigente

EPS terminal req.

$372.29

Spread vs growth

15.6%

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 +246.3%

Total return

+246.3%

Start / end P/E

10.4x → 27.0x

EPS bridge

60.30 → 79.75

Residual

+51.7%

EPS growth+32.2%
Multiple rerating+160.5%
Dividend+1.8%
Residual / FX / buybacks / cross-term+51.7%

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.