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4097.T$1056.00-1.12%
Fair $1056.00+0.0%

4097.T

Koatsu Gas Kogyo Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1056.00

-12.00 (-1.12%)

Fairly Valued+0.0%Fair Value $1056.00Fund rank 29/100 · Data gapFallback financials|
SA 55/C
F-Score: 7/9

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 23%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 48.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

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: 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 · 4097.TLocal privado en este navegador · Koatsu Gas 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

$58.3B

P/E

12.5x

↓

EV/EBITDA

4.0x

↓

ROE

6.1%

↑

Gross Margin

26.6%

↑

Debt/Equity

0.15

↓
52-Week Range$1056
$999$1198

TradingView lightweight chart

4097.T price, volumen y niveles de valoración

Último $1,056Periodo +220.0%
Fair value: $1,056

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

+6.3%

FCF CAGR

+17.5%

FCF margin

2.2%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $98.98B · net income $4.78B · FCF $2.16B

2022-FY → 2025-FY

Gross margin

26.6%-1.1% pts

Operating margin

6.0%+0.3% pts

Net margin

4.8%-0.2% pts

FCF margin

2.2%+0.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$98.98B$98.98B$93.28B$91.47B$82.48B
Net Income$4.78B$4.78B$4.50B$3.94B$4.15B
EBITDA$10.07B$10.07B$9.45B$8.60B$8.61B
EPS86.6886.6881.5771.4075.17
Gross Margin26.6%26.6%27.3%26.2%27.6%
Operating Margin6.0%6.0%6.2%5.6%5.7%
Net Margin4.8%4.8%4.8%4.3%5.0%
Balance Sheet
Debt/Equity0.150.150.150.150.09
Current Ratio2.182.18———
Cash Flow
Free Cash Flow$2.16B$2.16B$2.60B$-1.29B$1.33B
Returns
ROE6.1%6.1%5.9%5.8%6.4%
Valuation
P/E12.5012.5010.539.798.75
EV/EBITDA3.963.963.142.602.13
P/B0.740.740.630.560.56
Growth & Yield
Revenue Growth6.1%6.1%2.0%10.9%—
EPS Growth6.3%6.3%14.2%-5.0%—
Dividend Yield3.8%3.8%———

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

2.6%

fácil

EPS terminal req.

$93.70

Spread vs growth

3.6%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$113.38

Spread vs growth

0.7%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$182.60

Spread vs growth

-1.5%

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 +5.2%

Total return

+5.2%

Start / end P/E

12.8x → 12.2x

EPS bridge

81.57 → 86.68

Residual

-0.3%

EPS growth+6.3%
Multiple rerating-4.5%
Dividend+3.8%
Residual / FX / buybacks / cross-term-0.3%

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.