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4222.T$688.00-3.51%
Fair $688.00+0.0%

4222.T

Kodama Chemical Industry Co.,Ltd.

Consumer Cyclical / Auto PartsTokyo

$688.00

-25.00 (-3.51%)

Fairly Valued+0.0%Fair Value $688.00Fund rank 29/100 · Data gapFallback financials|
SA 29/D
F-Score: 7/9
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 21%

FCF escenarios

weak_data · normalized FCF $306.3M · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

29/100

D

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: 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 -3.3%, below the 5% threshold
Thesis & Journal · 4222.TLocal privado en este navegador · Kodama Chemical Industry 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

$10.7B

P/E

0.5x

↓

EV/EBITDA

6.0x

↓

ROE

-3.3%

↓

Gross Margin

15.4%

↓

Debt/Equity

0.97

↑
52-Week Range$688
$507$1491

TradingView lightweight chart

4222.T price, volumen y niveles de valoración

Último $688.00Periodo +27.4%
Fair value: $688.00

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

+2.1%

FCF CAGR

-12.9%

FCF margin

3.6%

FCF / Net income

-4.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.84B · net income $-132.8M · FCF $569.7M

2022-FY → 2025-FY

Gross margin

15.4%-0.5% pts

Operating margin

1.0%-3.5% pts

Net margin

-0.8%-3.6% pts

FCF margin

3.6%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.84B$15.84B$14.70B$15.39B$14.88B
Net Income$-132.8M$-132.8M$-243.9M$189.2M$417.2M
EBITDA$1.35B$1.35B$794.0M$1.17B$1.37B
EPS-15.82-15.82-36.4312.1326.74
Gross Margin15.4%15.4%14.5%14.4%15.9%
Operating Margin1.0%1.0%1.1%2.5%4.6%
Net Margin-0.8%-0.8%-1.7%1.2%2.8%
Balance Sheet
Debt/Equity0.970.971.161.011.27
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$569.7M$569.7M$-410.8M$306.3M$862.8M
Returns
ROE-3.3%-3.3%-6.0%4.8%11.4%
Valuation
P/E0.460.46—30.2612.49
EV/EBITDA5.985.986.534.533.85
P/B1.421.420.570.730.71
Growth & Yield
Revenue Growth7.8%7.8%-4.5%3.4%—
EPS Growth56.6%56.6%-400.3%-54.6%—
Dividend Yield1.4%1.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -11.1%

Total return

-11.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-36.43 → -15.82

Residual

-12.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term-12.5%

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.