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4095.T$1466.00+0.14%
Fair $1466.00+0.0%

4095.T

Nihon Parkerizing Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1466.00

+2.00 (+0.14%)

Fairly Valued+0.0%Fair Value $1466.00Fund rank 33/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.0B · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 48/100Data 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

55/100

C

Piotroski

5/9

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 · 4095.TLocal privado en este navegador · Nihon Parkerizing 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

$158.7B

P/E

12.5x

↓

EV/EBITDA

3.6x

↓

ROE

6.7%

↑

Gross Margin

33.2%

↑

Debt/Equity

0.00

↓
52-Week Range$1466
$1191$1620

TradingView lightweight chart

4095.T price, volumen y niveles de valoración

Último $1,466Periodo +785.8%
Fair value: $1,466

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

+4.0%

FCF CAGR

—

FCF margin

-1.0%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $132.28B · net income $13.11B · FCF $-1.37B

2022-FY → 2025-FY

Gross margin

33.2%+0.6% pts

Operating margin

11.3%-0.0% pts

Net margin

9.9%+2.2% pts

FCF margin

-1.0%-9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$132.28B$132.28B$125.08B$119.18B$117.75B
Net Income$13.11B$13.11B$13.19B$9.97B$9.05B
EBITDA$26.35B$26.35B$27.19B$22.57B$21.79B
EPS112.20112.20114.4386.1076.93
Gross Margin33.2%33.2%34.1%32.7%32.6%
Operating Margin11.3%11.3%12.2%10.6%11.4%
Net Margin9.9%9.9%10.5%8.4%7.7%
Balance Sheet
Debt/Equity0.000.000.000.010.01
Current Ratio3.493.49———
Cash Flow
Free Cash Flow$-1.37B$-1.37B$14.74B$7.00B$10.05B
Returns
ROE6.7%6.7%7.1%6.0%5.6%
Valuation
P/E12.5212.5210.6511.4511.74
EV/EBITDA3.573.571.881.721.47
P/B0.880.880.750.690.66
Growth & Yield
Revenue Growth5.8%5.8%5.0%1.2%—
EPS Growth-1.9%-1.9%32.9%11.9%—
Dividend Yield3.4%3.4%———

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

5.1%

razonable

EPS terminal req.

$130.08

Spread vs growth

-7.0%

5Y implied EPS CAGR

7.0%

razonable

EPS terminal req.

$157.40

Spread vs growth

-9.0%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$253.50

Spread vs growth

-10.4%

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 +23.4%

Total return

+23.4%

Start / end P/E

10.7x → 13.1x

EPS bridge

114.43 → 112.20

Residual

-0.4%

EPS growth-1.9%
Multiple rerating+22.4%
Dividend+3.4%
Residual / FX / buybacks / cross-term-0.4%

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.