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4242.T$1656.00-3.10%
Fair $1656.00+0.0%

4242.T

Takagi Seiko Corporation

Basic Materials / Specialty ChemicalsTokyo

$1656.00

-53.00 (-3.10%)

Fairly Valued+0.0%Fair Value $1656.00Fund rank 35/100 · Data gapFallback financials|
SA 33/D
F-Score: 2/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 70.7/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

33/100

D

Piotroski

2/9

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 -19.7%, below the 5% threshold
Thesis & Journal · 4242.TLocal privado en este navegador · Takagi Seiko 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

$4.6B

P/E

2.9x

↓

EV/EBITDA

35.6x

↑

ROE

-19.7%

↓

Gross Margin

15.2%

↓

Debt/Equity

0.65

↑
52-Week Range$1656
$1311$2030

TradingView lightweight chart

4242.T price, volumen y niveles de valoración

Último $1,656Periodo -42.9%
Fair value: $1,656

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

-2.2%

FCF CAGR

-43.0%

FCF margin

0.8%

FCF / Net income

-0.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.29B · net income $-2.25B · FCF $349.0M

2022-FY → 2025-FY

Gross margin

15.2%-1.3% pts

Operating margin

2.6%-3.0% pts

Net margin

-5.1%-7.2% pts

FCF margin

0.8%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.29B$44.29B$51.07B$48.16B$47.33B
Net Income$-2.25B$-2.25B$1.19B$700.0M$1.01B
EBITDA$183.0M$183.0M$4.93B$4.30B$4.74B
EPS-808.20-808.20428.74253.66—
Gross Margin15.2%15.2%16.1%14.8%16.5%
Operating Margin2.6%2.6%4.7%4.2%5.6%
Net Margin-5.1%-5.1%2.3%1.5%2.1%
Balance Sheet
Debt/Equity0.650.650.500.750.97
Current Ratio1.441.44———
Cash Flow
Free Cash Flow$349.0M$349.0M$2.62B$2.40B$1.88B
Returns
ROE-19.7%-19.7%9.0%6.4%10.3%
Valuation
P/E2.872.875.205.68—
EV/EBITDA35.5735.571.521.732.11
P/B0.400.400.470.360.44
Growth & Yield
Revenue Growth-13.3%-13.3%6.0%1.8%—
EPS Growth-288.5%-288.5%69.0%——
Dividend Yield3.6%3.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +27.4%

Total return

+27.4%

Start / end P/E

n/dx → n/dx

EPS bridge

428.74 → -808.20

Residual

+23.8%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+23.8%

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.