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4246.T$1077.00-1.37%
Fair $1077.00+0.0%

4246.T

DaikyoNishikawa Corporation

Consumer Cyclical / Auto PartsTokyo

$1077.00

-15.00 (-1.37%)

Fairly Valued+0.0%Fair Value $1077.00Fund rank 31/100 · Data gapFallback financials|
SA 66/B
F-Score: 8/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $8.7B · quality 51.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

66/100

B

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4246.TLocal privado en este navegador · DaikyoNishikawa 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

$70.9B

P/E

8.6x

↓

EV/EBITDA

3.3x

↓

ROE

7.4%

↑

Gross Margin

13.3%

↓

Debt/Equity

0.31

↓
52-Week Range$1077
$632$1124

TradingView lightweight chart

4246.T price, volumen y niveles de valoración

Último $1,077Periodo +126.9%
Fair value: $1,077

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

+13.0%

FCF CAGR

—

FCF margin

5.2%

FCF / Net income

1.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $168.56B · net income $6.50B · FCF $8.72B

2022-FY → 2025-FY

Gross margin

13.3%+6.6% pts

Operating margin

5.9%+8.2% pts

Net margin

3.9%+5.6% pts

FCF margin

5.2%+18.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$168.56B$168.56B$159.02B$145.74B$116.67B
Net Income$6.50B$6.50B$5.78B$518.0M$-2.08B
EBITDA$21.91B$21.91B$21.35B$15.57B$10.37B
EPS91.3691.3681.347.30-29.37
Gross Margin13.3%13.3%12.9%9.5%6.6%
Operating Margin5.9%5.9%5.5%2.4%-2.3%
Net Margin3.9%3.9%3.6%0.4%-1.8%
Balance Sheet
Debt/Equity0.310.310.500.600.62
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$8.72B$8.72B$14.98B$6.39B$-14.97B
Returns
ROE7.4%7.4%7.2%0.7%-2.8%
Valuation
P/E8.648.649.2584.38—
EV/EBITDA3.323.322.573.905.19
P/B0.880.880.660.580.49
Growth & Yield
Revenue Growth6.0%6.0%9.1%24.9%—
EPS Growth12.3%12.3%1014.2%124.9%—
Dividend Yield5.4%5.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$95.57

Spread vs growth

10.8%

5Y implied EPS CAGR

4.8%

fácil

EPS terminal req.

$115.63

Spread vs growth

7.5%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$186.23

Spread vs growth

4.9%

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 +73.7%

Total return

+73.7%

Start / end P/E

7.9x → 11.8x

EPS bridge

81.34 → 91.36

Residual

+6.1%

EPS growth+12.3%
Multiple rerating+49.8%
Dividend+5.4%
Residual / FX / buybacks / cross-term+6.1%

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.