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4208.T$2918.00-1.17%
Fair $2918.00+0.0%

4208.T

UBE Corporation

Basic Materials / Specialty ChemicalsTokyo

$2918.00

-34.50 (-1.17%)

Fairly Valued+0.0%Fair Value $2918.00Fund rank 27/100 · Data gapFallback financials|
SA 38/D
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-8.7B · quality 43.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

38/100

D

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 -1.2%, below the 5% threshold
Thesis & Journal · 4208.TLocal privado en este navegador · UBE 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

$283.5B

P/E

11.9x

↓

EV/EBITDA

27.3x

↑

ROE

-1.2%

↓

Gross Margin

18.7%

↓

Debt/Equity

0.84

↑
52-Week Range$2918
$2184$3067

TradingView lightweight chart

4208.T price, volumen y niveles de valoración

Último $2,918Periodo +43.7%
Fair value: $2,918

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

-9.4%

FCF CAGR

—

FCF margin

-4.7%

FCF / Net income

4.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $486.80B · net income $-4.82B · FCF $-23.09B

2022-FY → 2025-FY

Gross margin

18.7%-0.8% pts

Operating margin

3.7%-3.0% pts

Net margin

-1.0%-4.7% pts

FCF margin

-4.7%-4.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$486.80B$486.80B$468.24B$494.74B$655.26B
Net Income$-4.82B$-4.82B$28.98B$-7.03B$24.50B
EBITDA$18.26B$18.26B$62.81B$23.63B$74.20B
EPS-49.60-49.60298.45-72.54—
Gross Margin18.7%18.7%18.5%16.7%19.5%
Operating Margin3.7%3.7%4.8%3.3%6.7%
Net Margin-1.0%-1.0%6.2%-1.4%3.7%
Balance Sheet
Debt/Equity0.840.840.520.600.65
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$-23.09B$-23.09B$21.99B$-8.70B$-3.67B
Returns
ROE-1.2%-1.2%7.1%-1.9%6.6%
Valuation
P/E11.8811.889.20——
EV/EBITDA27.2727.277.0716.484.67
P/B0.720.720.650.560.50
Growth & Yield
Revenue Growth4.0%4.0%-5.4%-24.5%—
EPS Growth-116.6%-116.6%511.4%——
Dividend Yield5.4%5.4%———

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 +36.7%

Total return

+36.7%

Start / end P/E

n/dx → n/dx

EPS bridge

298.45 → -49.60

Residual

+31.3%

EPS growthn/d
Multiple reratingn/d
Dividend+5.4%
Residual / FX / buybacks / cross-term+31.3%

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.