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4109.T$7020.00-0.28%
Fair $7020.00+0.0%

4109.T

Stella Chemifa Corporation

Basic Materials / Specialty ChemicalsTokyo

$7020.00

-20.00 (-0.28%)

Fairly Valued+0.0%Fair Value $7020.00Fund rank 33/100 · Data gapFallback financials|
SA 70/B
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 67.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

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 · 4109.TLocal privado en este navegador · Stella Chemifa 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

$85.7B

P/E

27.2x

↑

EV/EBITDA

10.3x

↓

ROE

6.5%

↑

Gross Margin

22.8%

↑

Debt/Equity

0.12

↓
52-Week Range$7020
$3565$7680

TradingView lightweight chart

4109.T price, volumen y niveles de valoración

Último $7,020Periodo +51.6%
Fair value: $7,020

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

-0.9%

FCF CAGR

+3.2%

FCF margin

8.1%

FCF / Net income

1.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.29B · net income $2.89B · FCF $2.94B

2022-FY → 2025-FY

Gross margin

22.8%-1.1% pts

Operating margin

12.0%-0.3% pts

Net margin

8.0%-6.4% pts

FCF margin

8.1%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.29B$36.29B$30.45B$35.38B$37.30B
Net Income$2.89B$2.89B$1.84B$2.28B$5.36B
EBITDA$7.08B$7.08B$5.41B$5.99B$9.59B
EPS241.00241.00153.48186.03—
Gross Margin22.8%22.8%21.2%20.9%23.9%
Operating Margin12.0%12.0%8.9%9.9%12.3%
Net Margin8.0%8.0%6.1%6.4%14.4%
Balance Sheet
Debt/Equity0.120.120.110.090.13
Current Ratio3.183.18———
Cash Flow
Free Cash Flow$2.94B$2.94B$683.0M$1.05B$2.68B
Returns
ROE6.5%6.5%4.2%5.3%12.7%
Valuation
P/E27.1727.1723.5513.96—
EV/EBITDA10.3110.315.953.452.14
P/B1.881.880.980.740.74
Growth & Yield
Revenue Growth19.2%19.2%-14.0%-5.1%—
EPS Growth57.0%57.0%-17.5%——
Dividend Yield2.6%2.6%———

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

37.2%

muy exigente

EPS terminal req.

$622.91

Spread vs growth

19.8%

5Y implied EPS CAGR

25.6%

muy exigente

EPS terminal req.

$753.72

Spread vs growth

31.4%

10Y implied EPS CAGR

17.5%

exigente

EPS terminal req.

$1213.87

Spread vs growth

39.5%

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 +96.8%

Total return

+96.8%

Start / end P/E

23.6x → 29.1x

EPS bridge

153.48 → 241.00

Residual

+13.5%

EPS growth+57.0%
Multiple rerating+23.7%
Dividend+2.6%
Residual / FX / buybacks / cross-term+13.5%

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.