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4220.T$1529.00-3.23%
Fair $1529.00+0.0%

4220.T

Riken Technos Corporation

Basic Materials / ChemicalsTokyo

$1529.00

-51.00 (-3.23%)

Fairly Valued+0.0%Fair Value $1529.00Fund rank 36/100 · Data gapFallback financials|
SA 64/B
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.5B · quality 75.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

64/100

B

Piotroski

7/9

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 4220.TLocal privado en este navegador · Riken Technos 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

$72.8B

P/E

9.6x

↓

EV/EBITDA

4.2x

↓

ROE

11.4%

↑

Gross Margin

19.0%

↓

Debt/Equity

0.18

↓
52-Week Range$1529
$1002$1878

TradingView lightweight chart

4220.T price, volumen y niveles de valoración

Último $1,529Periodo +403.0%
Fair value: $1,529

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

+5.2%

FCF CAGR

+54.5%

FCF margin

5.3%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $128.14B · net income $7.37B · FCF $6.77B

2022-FY → 2025-FY

Gross margin

19.0%+1.8% pts

Operating margin

8.2%+2.5% pts

Net margin

5.8%+2.2% pts

FCF margin

5.3%+3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$128.14B$128.14B$125.74B$123.50B$109.92B
Net Income$7.37B$7.37B$6.88B$4.56B$3.94B
EBITDA$16.42B$16.42B$15.35B$11.73B$10.23B
EPS137.67137.67114.2472.1162.47
Gross Margin19.0%19.0%17.4%16.5%17.2%
Operating Margin8.2%8.2%7.0%6.1%5.7%
Net Margin5.8%5.8%5.5%3.7%3.6%
Balance Sheet
Debt/Equity0.180.180.160.170.17
Current Ratio2.292.29———
Cash Flow
Free Cash Flow$6.77B$6.77B$6.50B$4.54B$1.84B
Returns
ROE11.4%11.4%10.7%7.2%6.8%
Valuation
P/E9.619.618.527.996.96
EV/EBITDA4.214.213.052.001.62
P/B1.261.260.910.580.48
Growth & Yield
Revenue Growth1.9%1.9%1.8%12.3%—
EPS Growth20.5%20.5%58.4%15.4%—
Dividend Yield3.5%3.5%———

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

-0.5%

fácil

EPS terminal req.

$135.67

Spread vs growth

21.0%

5Y implied EPS CAGR

3.6%

fácil

EPS terminal req.

$164.16

Spread vs growth

16.9%

10Y implied EPS CAGR

6.7%

razonable

EPS terminal req.

$264.39

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 +54.5%

Total return

+54.5%

Start / end P/E

8.9x → 11.1x

EPS bridge

114.24 → 137.67

Residual

+5.2%

EPS growth+20.5%
Multiple rerating+25.2%
Dividend+3.5%
Residual / FX / buybacks / cross-term+5.2%

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.