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4092.T$5400.00-3.05%
Fair $5400.00+0.0%

4092.T

Nippon Chemical Industrial Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$5400.00

-170.00 (-3.05%)

Fairly Valued+0.0%Fair Value $5400.00Fund rank 24/100 · Data gapFallback financials|
SA 70/B
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $897.0M · 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 13/100Data 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

70/100

B

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 · 4092.TLocal privado en este navegador · Nippon Chemical Industrial 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

$46.9B

P/E

16.3x

↓

EV/EBITDA

7.8x

↓

ROE

5.5%

↑

Gross Margin

22.5%

↑

Debt/Equity

0.32

↑
52-Week Range$5400
$1901$6360

TradingView lightweight chart

4092.T price, volumen y niveles de valoración

Último $5,400Periodo +47.9%
Fair value: $5,400

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

+1.4%

FCF CAGR

—

FCF margin

2.8%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $38.84B · net income $2.56B · FCF $1.07B

2022-FY → 2025-FY

Gross margin

22.5%-1.7% pts

Operating margin

8.6%-1.9% pts

Net margin

6.6%-3.4% pts

FCF margin

2.8%+10.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$38.84B$38.84B$38.54B$38.08B$37.27B
Net Income$2.56B$2.56B$1.59B$855.0M$3.73B
EBITDA$7.00B$7.00B$6.01B$4.70B$6.33B
EPS290.62290.62180.3597.13424.47
Gross Margin22.5%22.5%19.0%16.6%24.3%
Operating Margin8.6%8.6%5.9%3.4%10.5%
Net Margin6.6%6.6%4.1%2.2%10.0%
Balance Sheet
Debt/Equity0.320.320.370.400.38
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$1.07B$1.07B$897.0M$-1.51B$-3.04B
Returns
ROE5.5%5.5%3.5%2.0%8.9%
Valuation
P/E16.2916.2912.8119.675.28
EV/EBITDA7.817.814.685.484.21
P/B1.021.020.450.400.47
Growth & Yield
Revenue Growth0.8%0.8%1.2%2.1%—
EPS Growth61.1%61.1%85.7%-77.1%—
Dividend Yield2.1%2.1%———

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

18.1%

exigente

EPS terminal req.

$479.16

Spread vs growth

43.0%

5Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$579.78

Spread vs growth

46.3%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$933.75

Spread vs growth

48.8%

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 +181.9%

Total return

+181.9%

Start / end P/E

10.7x → 18.6x

EPS bridge

180.35 → 290.62

Residual

+45.0%

EPS growth+61.1%
Multiple rerating+73.6%
Dividend+2.1%
Residual / FX / buybacks / cross-term+45.0%

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.