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4212.T$2016.00+0.00%
Fair $2016.00+0.0%

4212.T

Sekisui Jushi Corporation

Industrials / Building Products & EquipmentTokyo

$2016.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2016.00Fund rank 30/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9
Margin CompressionLow 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 23%

FCF escenarios

weak_data · normalized FCF $3.0B · quality 56.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

51/100

C

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: 2unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Operating margin has declined for 3 consecutive years ROE is 3.7%, below the 5% threshold
Thesis & Journal · 4212.TLocal privado en este navegador · Sekisui Jushi 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

$60.4B

P/E

15.5x

↓

EV/EBITDA

6.8x

↓

ROE

3.7%

↓

Gross Margin

30.1%

↑

Debt/Equity

0.15

↓
52-Week Range$2016
$1789$2547

TradingView lightweight chart

4212.T price, volumen y niveles de valoración

Último $2,128Periodo +516.8%
Fair value: $2,016

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

+4.0%

FCF CAGR

-27.3%

FCF margin

4.0%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $74.23B · net income $3.54B · FCF $2.96B

2022-FY → 2025-FY

Gross margin

30.1%-2.6% pts

Operating margin

6.8%-9.8% pts

Net margin

4.8%-6.9% pts

FCF margin

4.0%-7.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$74.23B$74.23B$62.79B$65.90B$65.90B
Net Income$3.54B$3.54B$4.67B$6.65B$7.66B
EBITDA$9.16B$9.16B$8.43B$10.21B$12.00B
EPS112.06112.06142.69163.75—
Gross Margin30.1%30.1%30.5%30.4%32.7%
Operating Margin6.8%6.8%10.0%13.7%16.5%
Net Margin4.8%4.8%7.4%10.1%11.6%
Balance Sheet
Debt/Equity0.150.150.100.010.01
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$2.96B$2.96B$-774.0M$3.72B$7.71B
Returns
ROE3.7%3.7%4.8%6.0%7.2%
Valuation
P/E15.4515.4518.0512.43—
EV/EBITDA6.796.799.403.792.06
P/B0.670.670.870.750.66
Growth & Yield
Revenue Growth18.2%18.2%-4.7%-0.0%—
EPS Growth-21.5%-21.5%-12.9%——
Dividend Yield3.4%3.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$178.89

Spread vs growth

-38.3%

5Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$216.45

Spread vs growth

-35.5%

10Y implied EPS CAGR

12.0%

razonable

EPS terminal req.

$348.60

Spread vs growth

-33.5%

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 +20.2%

Total return

+20.2%

Start / end P/E

12.8x → 19.0x

EPS bridge

142.69 → 112.06

Residual

-10.5%

EPS growth-21.5%
Multiple rerating+48.8%
Dividend+3.4%
Residual / FX / buybacks / cross-term-10.5%

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.