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4365.T$20200.00-0.98%
Fair $20200.00+0.0%

4365.T

Matsumoto Yushi-Seiyaku Co.,Ltd.

Unknown / UnknownTokyo

$20200.00

-200.00 (-0.98%)

Fairly Valued+0.0%Fair Value $20200.00Fund rank 33/100 · Data gapFallback financials|
SA 38/D
F-Score: 4/9

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 $6.3B · quality 64.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 82/100Data 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

38/100

D

Piotroski

4/9

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 · 4365.TLocal privado en este navegador · Matsumoto Yushi-Seiyaku 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

$58.7B

P/E

8.6x

↓

EV/EBITDA

2.5x

↓

ROE

8.6%

↑

Gross Margin

31.7%

↑

Debt/Equity

N/A

•
52-Week Range$20200
$17870$22000

TradingView lightweight chart

4365.T price, volumen y niveles de valoración

Último $20,200Periodo +4.1%
Fair value: $20,200

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

+5.0%

FCF CAGR

+19.4%

FCF margin

15.3%

FCF / Net income

0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.13B · net income $6.83B · FCF $6.58B

2022-FY → 2025-FY

Gross margin

31.7%+5.4% pts

Operating margin

21.5%+6.1% pts

Net margin

15.8%+1.1% pts

FCF margin

15.3%+4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$43.13B$43.13B$41.53B$39.63B$37.25B
Net Income$6.83B$6.83B$7.50B$7.25B$5.49B
EBITDA$10.80B$10.80B$11.71B$11.12B$8.70B
EPS2354.192354.192586.382259.371697.19
Gross Margin31.7%31.7%31.2%30.3%26.3%
Operating Margin21.5%21.5%21.1%19.6%15.5%
Net Margin15.8%15.8%18.1%18.3%14.7%
Balance Sheet
Current Ratio6.676.67———
Cash Flow
Free Cash Flow$6.58B$6.58B$6.31B$4.98B$3.87B
Returns
ROE8.6%8.6%10.2%11.2%8.7%
Valuation
P/E8.588.58———
EV/EBITDA2.462.46———
P/B0.740.74———
Growth & Yield
Revenue Growth3.9%3.9%4.8%6.4%—
EPS Growth-9.0%-9.0%14.5%33.1%—

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

-8.7%

fácil

EPS terminal req.

$1792.41

Spread vs growth

-0.3%

5Y implied EPS CAGR

-1.6%

fácil

EPS terminal req.

$2168.82

Spread vs growth

-7.4%

10Y implied EPS CAGR

4.0%

fácil

EPS terminal req.

$3492.91

Spread vs growth

-13.0%

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 · available periodreconcilia total +4.1%

Total return

+4.1%

Start / end P/E

7.5x → 8.6x

EPS bridge

2586.38 → 2354.19

Residual

-1.3%

EPS growth-9.0%
Multiple rerating+14.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-1.3%

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.