StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4047.T$3540.00-2.34%
Fair $3540.00+0.0%

4047.T

Kanto Denka Kogyo Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$3540.00

-85.00 (-2.34%)

Fairly Valued+0.0%Fair Value $3540.00Fund rank 24/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9
Declining RevenueLow 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 17%

FCF escenarios

weak_data · normalized FCF $-2.4B · quality 39.7/100

Data gap 24/100
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

51/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 4.9%, below the 5% threshold
Thesis & Journal · 4047.TLocal privado en este navegador · Kanto Denka Kogyo 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

$203.0B

P/E

54.9x

↑

EV/EBITDA

16.1x

↑

ROE

4.9%

↑

Gross Margin

22.4%

↑

Debt/Equity

0.57

↑
52-Week Range$3540
$796$3775

TradingView lightweight chart

4047.T price, volumen y niveles de valoración

Último $3,540Periodo +905.7%
Fair value: $3,540

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

+0.0%

FCF CAGR

—

FCF margin

-3.9%

FCF / Net income

-0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $62.35B · net income $3.25B · FCF $-2.45B

2022-FY → 2025-FY

Gross margin

22.4%-9.4% pts

Operating margin

6.9%-11.1% pts

Net margin

5.2%-7.3% pts

FCF margin

-3.9%-4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$62.35B$62.35B$64.77B$78.67B$62.29B
Net Income$3.25B$3.25B$-4.61B$9.38B$7.76B
EBITDA$13.71B$13.71B$7.91B$21.44B$18.15B
EPS56.5356.53-80.25163.32135.12
Gross Margin22.4%22.4%11.1%28.7%31.9%
Operating Margin6.9%6.9%-3.0%16.5%17.9%
Net Margin5.2%5.2%-7.1%11.9%12.5%
Balance Sheet
Debt/Equity0.570.570.650.560.53
Current Ratio2.322.32———
Cash Flow
Free Cash Flow$-2.45B$-2.45B$242.0M$-8.51B$270.0M
Returns
ROE4.9%4.9%-7.2%13.9%13.3%
Valuation
P/E54.9454.94—6.087.19
EV/EBITDA16.1216.129.183.383.31
P/B3.083.080.880.850.96
Growth & Yield
Revenue Growth-3.7%-3.7%-17.7%26.3%—
EPS Growth170.4%170.4%-149.1%20.9%—
Dividend Yield1.0%1.0%———

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

77.1%

muy exigente

EPS terminal req.

$314.12

Spread vs growth

93.3%

5Y implied EPS CAGR

46.4%

muy exigente

EPS terminal req.

$380.08

Spread vs growth

124.0%

10Y implied EPS CAGR

26.9%

muy exigente

EPS terminal req.

$612.12

Spread vs growth

143.5%

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 +314.6%

Total return

+314.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-80.25 → 56.53

Residual

+313.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.0%
Residual / FX / buybacks / cross-term+313.6%

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.