StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4206.T$3359.00-1.38%
Fair $3359.00+0.0%

4206.T

Aica Kogyo Company, Limited

Industrials / ConglomeratesTokyo

$3359.00

-47.00 (-1.38%)

Fairly Valued+0.0%Fair Value $3359.00Fund rank 36/100 · Data gapFallback financials|
SA 53/C
F-Score: 8/9

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 $17.8B · quality 74.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

53/100

C

Piotroski

8/9

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 · 4206.TLocal privado en este navegador · Aica Kogyo Company, Limited
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

$212.5B

P/E

12.2x

↓

EV/EBITDA

5.1x

↓

ROE

9.7%

↑

Gross Margin

27.3%

↑

Debt/Equity

0.16

↓
52-Week Range$3359
$3345$4008

TradingView lightweight chart

4206.T price, volumen y niveles de valoración

Último $3,359Periodo +436.6%
Fair value: $3,359

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

+5.1%

FCF CAGR

+61.1%

FCF margin

7.2%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $248.70B · net income $16.90B · FCF $17.79B

2022-FY → 2025-FY

Gross margin

27.3%+2.1% pts

Operating margin

11.0%+1.5% pts

Net margin

6.8%+0.7% pts

FCF margin

7.2%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$248.70B$248.70B$236.63B$242.06B$214.51B
Net Income$16.90B$16.90B$15.13B$10.06B$13.12B
EBITDA$35.62B$35.62B$33.08B$25.98B$28.29B
EPS266.28266.28218.39157.21—
Gross Margin27.3%27.3%27.1%23.5%25.2%
Operating Margin11.0%11.0%10.7%8.5%9.5%
Net Margin6.8%6.8%6.4%4.2%6.1%
Balance Sheet
Debt/Equity0.160.160.180.200.11
Current Ratio2.132.13———
Cash Flow
Free Cash Flow$17.79B$17.79B$19.37B$11.27B$4.25B
Returns
ROE9.7%9.7%9.4%6.9%9.0%
Valuation
P/E12.1812.1817.1719.11—
EV/EBITDA5.105.106.846.585.63
P/B1.231.231.611.321.31
Growth & Yield
Revenue Growth5.1%5.1%-2.2%12.8%—
EPS Growth21.9%21.9%38.9%——
Dividend Yield4.1%4.1%———

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

3.8%

fácil

EPS terminal req.

$298.06

Spread vs growth

18.1%

5Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$360.65

Spread vs growth

15.7%

10Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$580.83

Spread vs growth

13.8%

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 -1.6%

Total return

-1.6%

Start / end P/E

16.3x → 12.6x

EPS bridge

218.39 → 266.28

Residual

-5.0%

EPS growth+21.9%
Multiple rerating-22.7%
Dividend+4.1%
Residual / FX / buybacks / cross-term-5.0%

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.