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4367.T$2873.00-3.91%
Fair $2873.00+0.0%

4367.T

Koei Chemical Company, Limited

Basic Materials / Specialty ChemicalsTokyo

$2873.00

-117.00 (-3.91%)

Fairly Valued+0.0%Fair Value $2873.00Fund rank 29/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

60/100

B

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: 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 1.3%, below the 5% threshold
Thesis & Journal · 4367.TLocal privado en este navegador · Koei Chemical Company, Limited
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

$14.1B

P/E

48.7x

↑

EV/EBITDA

6.1x

↓

ROE

1.3%

↑

Gross Margin

23.5%

↑

Debt/Equity

0.35

↑
52-Week Range$2873
$2080$3030

TradingView lightweight chart

4367.T price, volumen y niveles de valoración

Último $2,873Periodo +71.5%
Fair value: $2,873

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

—

FCF margin

15.6%

FCF / Net income

10.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.02B · net income $288.4M · FCF $3.12B

2022-FY → 2025-FY

Gross margin

23.5%+2.4% pts

Operating margin

2.8%-0.1% pts

Net margin

1.4%-4.0% pts

FCF margin

15.6%+28.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.02B$20.02B$19.43B$18.60B$17.30B
Net Income$288.4M$288.4M$299.6M$690.8M$940.6M
EBITDA$3.45B$3.45B$3.38B$3.40B$3.09B
EPS58.9658.9661.26141.24192.32
Gross Margin23.5%23.5%27.2%25.1%21.1%
Operating Margin2.8%2.8%2.1%4.5%2.9%
Net Margin1.4%1.4%1.5%3.7%5.4%
Balance Sheet
Debt/Equity0.350.350.470.480.24
Current Ratio1.591.59———
Cash Flow
Free Cash Flow$3.12B$3.12B$1.87B$-5.41B$-2.18B
Returns
ROE1.3%1.3%1.4%3.1%4.3%
Valuation
P/E48.7348.7336.9716.3311.99
EV/EBITDA6.156.156.166.345.26
P/B0.650.650.510.510.51
Growth & Yield
Revenue Growth3.0%3.0%4.4%7.5%—
EPS Growth-3.8%-3.8%-56.6%-26.6%—
Dividend Yield2.8%2.8%———

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

62.9%

muy exigente

EPS terminal req.

$254.93

Spread vs growth

-66.7%

5Y implied EPS CAGR

39.2%

muy exigente

EPS terminal req.

$308.47

Spread vs growth

-43.0%

10Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$496.79

Spread vs growth

-27.5%

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 +29.9%

Total return

+29.9%

Start / end P/E

36.9x → 48.7x

EPS bridge

61.26 → 58.96

Residual

-1.2%

EPS growth-3.8%
Multiple rerating+32.1%
Dividend+2.8%
Residual / FX / buybacks / cross-term-1.2%

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.