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4366.T$520.00-4.76%
Fair $520.00+0.0%

4366.T

Daito Chemix Corporation

Basic Materials / ChemicalsTokyo

$520.00

-26.00 (-4.76%)

Fairly Valued+0.0%Fair Value $520.00Fund rank 27/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9
Margin Compression

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $-1.6B · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

53/100

C

Piotroski

7/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 4366.TLocal privado en este navegador · Daito Chemix 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

$16.7B

P/E

21.2x

↑

EV/EBITDA

8.2x

↓

ROE

5.5%

↑

Gross Margin

11.1%

↓

Debt/Equity

0.37

↑
52-Week Range$520
$201$620

TradingView lightweight chart

4366.T price, volumen y niveles de valoración

Último $520.00Periodo +75.3%
Fair value: $520.00

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

+4.9%

FCF CAGR

—

FCF margin

9.9%

FCF / Net income

2.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.64B · net income $820.0M · FCF $1.85B

2022-FY → 2025-FY

Gross margin

11.1%-7.0% pts

Operating margin

4.5%-6.4% pts

Net margin

4.4%-5.4% pts

FCF margin

9.9%+12.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.64B$18.64B$15.81B$16.38B$16.13B
Net Income$820.0M$820.0M$-1.00B$922.0M$1.58B
EBITDA$2.38B$2.38B$842.0M$2.12B$2.37B
EPS25.4725.47-31.2328.6549.17
Gross Margin11.1%11.1%12.0%14.9%18.2%
Operating Margin4.5%4.5%4.9%7.8%10.9%
Net Margin4.4%4.4%-6.4%5.6%9.8%
Balance Sheet
Debt/Equity0.370.370.440.310.28
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$1.85B$1.85B$-1.71B$-1.59B$-342.0M
Returns
ROE5.5%5.5%-6.9%6.1%11.1%
Valuation
P/E21.1621.16—7.615.67
EV/EBITDA8.178.1713.094.424.03
P/B1.131.130.480.460.63
Growth & Yield
Revenue Growth17.9%17.9%-3.5%1.5%—
EPS Growth181.5%181.5%-209.0%-41.7%—
Dividend Yield1.7%1.7%———

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

21.9%

exigente

EPS terminal req.

$46.14

Spread vs growth

159.6%

5Y implied EPS CAGR

17.0%

exigente

EPS terminal req.

$55.83

Spread vs growth

164.6%

10Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$89.92

Spread vs growth

168.1%

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 +142.4%

Total return

+142.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-31.23 → 25.47

Residual

+140.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.7%
Residual / FX / buybacks / cross-term+140.7%

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.