StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4229.T$4665.00-3.64%
Fair $4665.00+0.0%

4229.T

Gun Ei Chemical Industry Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$4665.00

-170.00 (-3.64%)

Fairly Valued+0.0%Fair Value $4665.00Fund rank 31/100 · Data gapFallback financials|
SA 52/C
F-Score: 3/9
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 57.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

52/100

C

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: 1unknown: 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. ROE is 3.9%, below the 5% threshold
Thesis & Journal · 4229.TLocal privado en este navegador · Gun Ei 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

$31.0B

P/E

15.1x

↓

EV/EBITDA

4.8x

↓

ROE

3.9%

↑

Gross Margin

21.4%

↑

Debt/Equity

0.01

↓
52-Week Range$4665
$2789$6350

TradingView lightweight chart

4229.T price, volumen y niveles de valoración

Último $4,495Periodo +207.9%
Fair value: $4,665

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

+1.3%

FCF CAGR

+2.4%

FCF margin

4.5%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $30.55B · net income $1.92B · FCF $1.38B

2022-FY → 2025-FY

Gross margin

21.4%-1.4% pts

Operating margin

7.5%-1.0% pts

Net margin

6.3%-0.3% pts

FCF margin

4.5%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$30.55B$30.55B$30.31B$31.39B$29.41B
Net Income$1.92B$1.92B$2.04B$1.20B$1.93B
EBITDA$4.42B$4.42B$4.62B$3.41B$4.35B
EPS289.60289.60307.83181.26291.13
Gross Margin21.4%21.4%22.7%18.8%22.8%
Operating Margin7.5%7.5%9.0%5.3%8.5%
Net Margin6.3%6.3%6.7%3.8%6.6%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio3.813.81———
Cash Flow
Free Cash Flow$1.38B$1.38B$1.82B$-533.0M$1.28B
Returns
ROE3.9%3.9%4.2%2.7%4.4%
Valuation
P/E15.1015.1012.3914.349.79
EV/EBITDA4.824.823.762.972.88
P/B0.600.600.520.390.43
Growth & Yield
Revenue Growth0.8%0.8%-3.4%6.7%—
EPS Growth-5.9%-5.9%69.8%-37.7%—
Dividend Yield2.1%2.1%———

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

12.6%

razonable

EPS terminal req.

$413.94

Spread vs growth

-18.6%

5Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$500.87

Spread vs growth

-17.5%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$806.65

Spread vs growth

-16.7%

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 +56.1%

Total return

+56.1%

Start / end P/E

9.5x → 15.5x

EPS bridge

307.83 → 289.60

Residual

-3.8%

EPS growth-5.9%
Multiple rerating+63.6%
Dividend+2.1%
Residual / FX / buybacks / cross-term-3.8%

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.