StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4120.T$2500.00+1.63%
Fair $2500.00+0.0%

4120.T

Sugai Chemical Industry Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$2500.00

+40.00 (+1.63%)

Fairly Valued+0.0%Fair Value $2500.00Fund rank 30/100 · Data gapFallback financials|
SA 61/B
F-Score: 3/9
Low Profitability

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $315.9M · quality 52.0/100

Data gap 30/100
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

61/100

B

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 4.9%, below the 5% threshold
Thesis & Journal · 4120.TLocal privado en este navegador · Sugai Chemical Industry 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

$3.3B

P/E

7.1x

↓

EV/EBITDA

4.9x

↓

ROE

4.9%

↑

Gross Margin

21.7%

↑

Debt/Equity

0.27

↑
52-Week Range$2500
$2051$2752

TradingView lightweight chart

4120.T price, volumen y niveles de valoración

Último $2,500Periodo -23.1%
Fair value: $2,500

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

+2.0%

FCF CAGR

—

FCF margin

-7.2%

FCF / Net income

-1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.62B · net income $363.1M · FCF $-475.0M

2022-FY → 2025-FY

Gross margin

21.7%-0.3% pts

Operating margin

8.2%-0.8% pts

Net margin

5.5%-1.0% pts

FCF margin

-7.2%-14.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.62B$6.62B$7.62B$7.06B$6.23B
Net Income$363.1M$363.1M$489.1M$578.9M$404.5M
EBITDA$997.0M$997.0M$944.8M$1.21B$954.1M
EPS277.96277.96374.37442.26296.07
Gross Margin21.7%21.7%20.4%21.7%22.0%
Operating Margin8.2%8.2%8.4%9.2%9.0%
Net Margin5.5%5.5%6.4%8.2%6.5%
Balance Sheet
Debt/Equity0.270.270.240.300.39
Current Ratio2.202.20———
Cash Flow
Free Cash Flow$-475.0M$-475.0M$707.1M$315.9M$466.5M
Returns
ROE4.9%4.9%6.7%8.6%6.3%
Valuation
P/E7.087.088.045.135.40
EV/EBITDA4.864.865.193.774.18
P/B0.440.440.540.440.34
Growth & Yield
Revenue Growth-13.1%-13.1%7.9%13.3%—
EPS Growth-25.8%-25.8%-15.4%49.4%—
Dividend Yield3.7%3.7%———

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

-7.2%

fácil

EPS terminal req.

$221.83

Spread vs growth

-18.5%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$268.42

Spread vs growth

-25.1%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$432.29

Spread vs growth

-30.3%

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 +25.6%

Total return

+25.6%

Start / end P/E

5.5x → 9.0x

EPS bridge

374.37 → 277.96

Residual

-16.5%

EPS growth-25.8%
Multiple rerating+64.2%
Dividend+3.7%
Residual / FX / buybacks / cross-term-16.5%

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.