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4216.T$6810.00+0.74%
Fair $6810.00+0.0%

4216.T

Asahi Yukizai Corporation

Industrials / Building Products & EquipmentTokyo

$6810.00

+50.00 (+0.74%)

Fairly Valued+0.0%Fair Value $6810.00Fund rank 34/100 · Data gapFallback financials|
SA 69/B
F-Score: 3/9

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 $4.9B · quality 69.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

69/100

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: 0unknown: 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.
Thesis & Journal · 4216.TLocal privado en este navegador · Asahi Yukizai 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

$127.9B

P/E

38.5x

↑

EV/EBITDA

8.1x

↓

ROE

9.8%

↑

Gross Margin

38.7%

↑

Debt/Equity

0.08

↓
52-Week Range$6810
$3735$7080

TradingView lightweight chart

4216.T price, volumen y niveles de valoración

Último $6,810Periodo +354.0%
Fair value: $6,810

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

+9.6%

FCF CAGR

+1.3%

FCF margin

6.7%

FCF / Net income

0.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $85.16B · net income $7.62B · FCF $5.69B

2022-FY → 2025-FY

Gross margin

38.7%+5.3% pts

Operating margin

13.1%+2.9% pts

Net margin

9.0%+1.6% pts

FCF margin

6.7%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$85.16B$85.16B$87.43B$77.10B$64.73B
Net Income$7.62B$7.62B$11.38B$9.43B$4.77B
EBITDA$13.78B$13.78B$18.27B$14.24B$8.98B
EPS——594.32491.99249.21
Gross Margin38.7%38.7%40.8%38.6%33.4%
Operating Margin13.1%13.1%17.8%15.5%10.2%
Net Margin9.0%9.0%13.0%12.2%7.4%
Balance Sheet
Debt/Equity0.080.080.060.040.05
Current Ratio3.803.80———
Cash Flow
Free Cash Flow$5.69B$5.69B$4.91B$991.0M$5.47B
Returns
ROE9.8%9.8%16.0%15.5%9.3%
Valuation
P/E38.4538.458.826.207.67
EV/EBITDA8.078.074.703.282.79
P/B1.671.671.410.960.71
Growth & Yield
Revenue Growth-2.6%-2.6%13.4%19.1%—
EPS Growth——20.8%97.4%—
Dividend Yield1.9%1.9%———

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 +77.7%

Total return

+77.7%

Start / end P/E

n/dx → n/dx

EPS bridge

594.32 → n/d

Residual

+75.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term+75.7%

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.