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4275.T$2282.00-6.70%
Fair $2282.00+0.0%

4275.T

Carlit Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$2282.00

-164.00 (-6.70%)

Fairly Valued+0.0%Fair Value $2282.00Fund rank 37/100 · Data gapFallback financials|
SA 56/C
F-Score: 6/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 77.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

56/100

C

Piotroski

6/9

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 · 4275.TLocal privado en este navegador · Carlit 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

$51.2B

P/E

17.5x

↓

EV/EBITDA

8.7x

↓

ROE

6.9%

↑

Gross Margin

25.1%

↑

Debt/Equity

0.03

↓
52-Week Range$2282
$1055$3095

TradingView lightweight chart

4275.T price, volumen y niveles de valoración

Último $2,282Periodo +194.8%
Fair value: $2,282

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

+2.9%

FCF CAGR

+15.3%

FCF margin

12.7%

FCF / Net income

1.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.91B · net income $2.57B · FCF $4.70B

2022-FY → 2025-FY

Gross margin

25.1%-0.4% pts

Operating margin

8.3%+0.9% pts

Net margin

7.0%+0.1% pts

FCF margin

12.7%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$36.91B$36.91B$36.58B$36.01B$33.89B
Net Income$2.57B$2.57B$2.60B$2.25B$2.34B
EBITDA$5.76B$5.76B$5.52B$5.01B$4.92B
EPS109.07109.07109.9194.5598.31
Gross Margin25.1%25.1%26.0%24.1%25.5%
Operating Margin8.3%8.3%9.2%7.3%7.4%
Net Margin7.0%7.0%7.1%6.2%6.9%
Balance Sheet
Debt/Equity0.030.030.050.090.11
Current Ratio1.871.87———
Cash Flow
Free Cash Flow$4.70B$4.70B$2.15B$2.06B$3.06B
Returns
ROE6.9%6.9%7.1%6.8%7.6%
Valuation
P/E17.4717.479.867.196.45
EV/EBITDA8.718.714.423.013.00
P/B1.441.440.690.490.49
Growth & Yield
Revenue Growth0.9%0.9%1.6%6.2%—
EPS Growth-0.8%-0.8%16.2%-3.8%—
Dividend Yield1.8%1.8%———

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

22.9%

exigente

EPS terminal req.

$202.49

Spread vs growth

-23.7%

5Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$245.01

Spread vs growth

-18.3%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$394.59

Spread vs growth

-14.5%

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 +112.9%

Total return

+112.9%

Start / end P/E

9.8x → 20.9x

EPS bridge

109.91 → 109.07

Residual

-0.9%

EPS growth-0.8%
Multiple rerating+112.7%
Dividend+1.8%
Residual / FX / buybacks / cross-term-0.9%

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.