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4099.T$6530.00+4.48%
Fair $6530.00+0.0%

4099.T

Shikoku Kasei Holdings Corporation

Basic Materials / Specialty ChemicalsTokyo

$6530.00

+280.00 (+4.48%)

Fairly Valued+0.0%Fair Value $6530.00Fund rank 33/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.0B · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

60/100

B

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 4099.TLocal privado en este navegador · Shikoku Kasei Holdings Corporation
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

$282.4B

P/E

32.4x

↑

EV/EBITDA

17.2x

↑

ROE

9.0%

↑

Gross Margin

43.3%

↑

Debt/Equity

0.26

↑
52-Week Range$6530
$1841$6920

TradingView lightweight chart

4099.T price, volumen y niveles de valoración

Último $6,530Periodo +1632.1%
Fair value: $6,530

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

+9.3%

FCF CAGR

+60.6%

FCF margin

5.4%

FCF / Net income

0.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.70B · net income $8.46B · FCF $3.80B

2022-FY → 2025-FY

Gross margin

43.3%+1.3% pts

Operating margin

15.4%-0.1% pts

Net margin

12.0%-0.7% pts

FCF margin

5.4%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.70B$70.70B$69.49B$63.12B$54.14B
Net Income$8.46B$8.46B$8.81B$7.85B$6.88B
EBITDA$15.96B$15.96B$15.69B$14.75B$11.82B
EPS193.11193.11191.38152.12125.52
Gross Margin43.3%43.3%39.8%37.5%42.1%
Operating Margin15.4%15.4%14.0%12.7%15.5%
Net Margin12.0%12.0%12.7%12.4%12.7%
Balance Sheet
Debt/Equity0.260.260.370.26—
Current Ratio3.143.14———
Cash Flow
Free Cash Flow$3.80B$3.80B$5.02B$7.93B$917.0M
Returns
ROE9.0%9.0%10.6%9.1%—
Valuation
P/E32.3632.3610.8611.9610.34
EV/EBITDA17.2217.225.905.846.02
P/B3.053.051.151.09—
Growth & Yield
Revenue Growth1.7%1.7%10.1%——
EPS Growth0.9%0.9%25.8%——
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

44.2%

muy exigente

EPS terminal req.

$579.43

Spread vs growth

-43.3%

5Y implied EPS CAGR

29.4%

muy exigente

EPS terminal req.

$701.11

Spread vs growth

-28.5%

10Y implied EPS CAGR

19.3%

exigente

EPS terminal req.

$1129.14

Spread vs growth

-18.4%

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 +249.2%

Total return

+249.2%

Start / end P/E

9.8x → 33.8x

EPS bridge

191.38 → 193.11

Residual

+2.2%

EPS growth+0.9%
Multiple rerating+245.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term+2.2%

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.