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4218.T$1792.00-1.70%
Fair $1792.00+0.0%

4218.T

Nichiban Co., Ltd.

Industrials / Business Equipment & SuppliesTokyo

$1792.00

-31.00 (-1.70%)

Fairly Valued+0.0%Fair Value $1792.00Fund rank 28/100 · Data gapFallback financials|
SA 44/C
F-Score: 8/9
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $22.0M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

44/100

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: 1unknown: 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. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 4218.TLocal privado en este navegador · Nichiban Co., 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

$36.2B

P/E

22.1x

↑

EV/EBITDA

4.1x

↓

ROE

4.5%

↓

Gross Margin

30.1%

↑

Debt/Equity

0.05

↓
52-Week Range$1792
$1790$2038

TradingView lightweight chart

4218.T price, volumen y niveles de valoración

Último $1,792Periodo +190.0%
Fair value: $1,792

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

+4.7%

FCF CAGR

+35.0%

FCF margin

4.7%

FCF / Net income

1.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $49.46B · net income $1.96B · FCF $2.31B

2022-FY → 2025-FY

Gross margin

30.1%-1.2% pts

Operating margin

5.2%-0.4% pts

Net margin

4.0%-0.2% pts

FCF margin

4.7%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$49.46B$49.46B$46.86B$45.56B$43.13B
Net Income$1.96B$1.96B$1.83B$2.37B$1.81B
EBITDA$5.81B$5.81B$5.11B$6.22B$5.14B
EPS96.2396.2388.97114.65—
Gross Margin30.1%30.1%29.6%28.5%31.3%
Operating Margin5.2%5.2%4.4%3.5%5.7%
Net Margin4.0%4.0%3.9%5.2%4.2%
Balance Sheet
Debt/Equity0.050.050.050.050.07
Current Ratio2.282.28———
Cash Flow
Free Cash Flow$2.31B$2.31B$-577.0M$22.0M$938.0M
Returns
ROE4.5%4.5%4.4%5.8%4.6%
Valuation
P/E22.0922.0922.2016.88—
EV/EBITDA4.124.125.744.354.63
P/B0.840.840.970.990.91
Growth & Yield
Revenue Growth5.5%5.5%2.9%5.6%—
EPS Growth8.2%8.2%-22.4%——
Dividend Yield2.2%2.2%———

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

18.2%

exigente

EPS terminal req.

$159.01

Spread vs growth

-10.1%

5Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$192.40

Spread vs growth

-6.7%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$309.87

Spread vs growth

-4.2%

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 -5.4%

Total return

-5.4%

Start / end P/E

21.8x → 18.6x

EPS bridge

88.97 → 96.23

Residual

-1.2%

EPS growth+8.2%
Multiple rerating-14.6%
Dividend+2.2%
Residual / FX / buybacks / cross-term-1.2%

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.