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4094.T$1997.00-0.65%
Fair $1997.00+0.0%

4094.T

Nihon Kagaku Sangyo Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1997.00

-13.00 (-0.65%)

Fairly Valued+0.0%Fair Value $1997.00Fund rank 37/100 · Data gapFallback financials|
SA 50/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 79.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

50/100

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 · 4094.TLocal privado en este navegador · Nihon Kagaku Sangyo 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

$38.9B

P/E

17.0x

↑

EV/EBITDA

5.4x

↓

ROE

5.1%

↑

Gross Margin

24.2%

↑

Debt/Equity

0.01

↓
52-Week Range$1997
$1894$2799

TradingView lightweight chart

4094.T price, volumen y niveles de valoración

Último $1,997Periodo +567.9%
Fair value: $1,997

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

+2.4%

FCF CAGR

+4.7%

FCF margin

6.5%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.44B · net income $2.36B · FCF $1.66B

2022-FY → 2025-FY

Gross margin

24.2%-6.2% pts

Operating margin

11.2%-6.6% pts

Net margin

9.3%-4.4% pts

FCF margin

6.5%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.44B$25.44B$22.44B$24.06B$23.72B
Net Income$2.36B$2.36B$1.74B$2.23B$3.24B
EBITDA$4.37B$4.37B$3.63B$4.17B$5.50B
EPS121.17121.1788.81113.24163.01
Gross Margin24.2%24.2%23.4%24.4%30.3%
Operating Margin11.2%11.2%9.7%12.1%17.8%
Net Margin9.3%9.3%7.8%9.3%13.6%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio5.005.00———
Cash Flow
Free Cash Flow$1.66B$1.66B$1.93B$2.41B$1.44B
Returns
ROE5.1%5.1%3.8%5.2%7.7%
Valuation
P/E17.0417.0416.1810.086.88
EV/EBITDA5.425.422.450.981.00
P/B0.840.840.620.520.53
Growth & Yield
Revenue Growth13.4%13.4%-6.7%1.5%—
EPS Growth36.4%36.4%-21.6%-30.5%—
Dividend Yield4.5%4.5%———

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

13.5%

razonable

EPS terminal req.

$177.20

Spread vs growth

22.9%

5Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$214.41

Spread vs growth

24.3%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$345.31

Spread vs growth

25.4%

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 +5.8%

Total return

+5.8%

Start / end P/E

22.2x → 16.5x

EPS bridge

88.81 → 121.17

Residual

-9.4%

EPS growth+36.4%
Multiple rerating-25.7%
Dividend+4.5%
Residual / FX / buybacks / cross-term-9.4%

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.