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4124.T$2554.00+0.31%
Fair $2554.00+0.0%

4124.T

Osaka Yuka Industry Ltd.

Basic Materials / ChemicalsTokyo

$2554.00

+8.00 (+0.31%)

Fairly Valued+0.0%Fair Value $2554.00Fund rank 24/100 · Data gapFallback financials|
SA 23/D
F-Score: 4/9
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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $98.8M · quality 39.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

23/100

D

Piotroski

4/9

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 -1.9%, below the 5% threshold
Thesis & Journal · 4124.TLocal privado en este navegador · Osaka Yuka Industry 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

$2.2B

P/E

20.7x

↑

EV/EBITDA

8.0x

↓

ROE

-1.9%

↓

Gross Margin

48.5%

↑

Debt/Equity

N/A

•
52-Week Range$2554
$2337$3195

TradingView lightweight chart

4124.T price, volumen y niveles de valoración

Último $2,554Periodo -32.8%
Fair value: $2,554

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

-0.1%

FCF CAGR

+9.4%

FCF margin

12.4%

FCF / Net income

-4.56x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.18B · net income $-32.1M · FCF $146.6M

2022-FY → 2025-FY

Gross margin

48.5%+2.7% pts

Operating margin

11.8%+0.2% pts

Net margin

-2.7%-10.2% pts

FCF margin

12.4%+3.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.18B$1.18B$987.2M$1.24B$1.18B
Net Income$-32.1M$-32.1M$62000.00$-8.7M$88.2M
EBITDA$224.3M$224.3M$109.1M$249.7M$286.3M
EPS——0.06-8.3883.15
Gross Margin48.5%48.5%41.1%44.2%45.7%
Operating Margin11.8%11.8%1.9%9.3%11.6%
Net Margin-2.7%-2.7%0.0%-0.7%7.5%
Balance Sheet
Current Ratio7.267.26———
Cash Flow
Free Cash Flow$146.6M$146.6M$-15.1M$98.8M$111.9M
Returns
ROE-1.9%-1.9%0.0%-0.5%4.9%
Valuation
P/E20.7320.7325283.33—19.00
EV/EBITDA7.997.997.483.603.06
P/B1.621.620.920.990.92
Growth & Yield
Revenue Growth19.3%19.3%-20.1%4.7%—
EPS Growth——100.7%-110.1%—
Dividend Yield1.8%1.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +8.5%

Total return

+8.5%

Start / end P/E

n/dx → n/dx

EPS bridge

0.06 → n/d

Residual

+6.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+6.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.