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4221.T$4755.00-2.55%
Fair $4755.00+0.0%

4221.T

Okura Industrial Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$4755.00

-125.00 (-2.55%)

Fairly Valued+0.0%Fair Value $4755.00Fund rank 26/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 45.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

49/100

C

Piotroski

5/9

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 · 4221.TLocal privado en este navegador · Okura Industrial 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

$53.7B

P/E

14.2x

↓

EV/EBITDA

5.1x

↓

ROE

6.0%

↑

Gross Margin

20.2%

↓

Debt/Equity

0.11

↓
52-Week Range$4755
$4050$5730

TradingView lightweight chart

4221.T price, volumen y niveles de valoración

Último $4,775Periodo +193.8%
Fair value: $4,755

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

+3.9%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

0.73x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $86.66B · net income $3.81B · FCF $2.79B

2022-FY → 2025-FY

Gross margin

20.2%+3.0% pts

Operating margin

7.1%+2.3% pts

Net margin

4.4%-0.5% pts

FCF margin

3.2%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$86.66B$86.66B$81.19B$78.86B$77.26B
Net Income$3.81B$3.81B$4.36B$4.32B$3.79B
EBITDA$10.29B$10.29B$11.44B$9.87B$9.55B
EPS335.29335.29363.96359.29317.45
Gross Margin20.2%20.2%18.7%18.9%17.2%
Operating Margin7.1%7.1%5.6%6.3%4.9%
Net Margin4.4%4.4%5.4%5.5%4.9%
Balance Sheet
Debt/Equity0.110.110.100.030.04
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$2.79B$2.79B$-3.24B$1.27B$-1.42B
Returns
ROE6.0%6.0%7.0%7.1%6.8%
Valuation
P/E14.1914.198.277.085.76
EV/EBITDA5.145.142.912.491.65
P/B0.860.860.580.500.39
Growth & Yield
Revenue Growth6.7%6.7%3.0%2.1%—
EPS Growth-7.9%-7.9%1.3%13.2%—
Dividend Yield4.6%4.6%———

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

8.0%

razonable

EPS terminal req.

$421.93

Spread vs growth

-15.8%

5Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$510.53

Spread vs growth

-16.7%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$822.22

Spread vs growth

-17.3%

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 +21.6%

Total return

+21.6%

Start / end P/E

11.2x → 14.2x

EPS bridge

363.96 → 335.29

Residual

-2.1%

EPS growth-7.9%
Multiple rerating+27.0%
Dividend+4.6%
Residual / FX / buybacks / cross-term-2.1%

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.