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4369.T$4050.00-3.11%
Fair $4050.00+0.0%

4369.T

Tri Chemical Laboratories Inc.

Basic Materials / Specialty ChemicalsTokyo

$4050.00

-130.00 (-3.11%)

Fairly Valued+0.0%Fair Value $4050.00Fund rank 28/100 · Data gapFallback financials|
SA 63/B
F-Score: 3/9

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $591.2M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

63/100

B

Piotroski

3/9

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 · 4369.TLocal privado en este navegador · Tri Chemical Laboratories Inc.
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

$131.6B

P/E

23.9x

↑

EV/EBITDA

14.2x

↑

ROE

15.3%

↑

Gross Margin

37.8%

↑

Debt/Equity

0.11

↓
52-Week Range$4050
$2455$4455

TradingView lightweight chart

4369.T price, volumen y niveles de valoración

Último $4,050Periodo +2089.2%
Fair value: $4,050

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+20.1%

FCF CAGR

—

FCF margin

-10.6%

FCF / Net income

-0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.88B · net income $5.52B · FCF $-2.54B

2023-FY → 2026-FY

Gross margin

37.8%-2.7% pts

Operating margin

24.7%-0.7% pts

Net margin

23.1%-11.9% pts

FCF margin

-10.6%-45.7% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$23.88B$23.88B$18.91B$11.25B$13.80B
Net Income$5.52B$5.52B$4.96B$2.47B$4.83B
EBITDA$9.04B$9.04B$7.98B$4.61B$7.42B
EPS169.72169.72152.6976.03148.70
Gross Margin37.8%37.8%42.4%36.3%40.4%
Operating Margin24.7%24.7%27.8%17.3%25.4%
Net Margin23.1%23.1%26.2%22.0%35.0%
Balance Sheet
Debt/Equity0.110.110.060.090.13
Current Ratio4.684.68———
Cash Flow
Free Cash Flow$-2.54B$-2.54B$591.2M$1.19B$4.84B
Returns
ROE15.3%15.3%15.7%9.0%18.7%
Valuation
P/E23.8623.8621.7849.3916.08
EV/EBITDA14.2114.2112.5824.749.40
P/B3.643.643.424.433.00
Growth & Yield
Revenue Growth26.3%26.3%68.1%-18.5%—
EPS Growth11.2%11.2%100.8%-48.9%—
Dividend Yield0.8%0.8%———

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

28.4%

muy exigente

EPS terminal req.

$359.37

Spread vs growth

-17.3%

5Y implied EPS CAGR

20.7%

exigente

EPS terminal req.

$434.84

Spread vs growth

-9.5%

10Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$700.31

Spread vs growth

-4.1%

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 +45.9%

Total return

+45.9%

Start / end P/E

18.3x → 23.9x

EPS bridge

152.69 → 169.72

Residual

+3.4%

EPS growth+11.2%
Multiple rerating+30.5%
Dividend+0.8%
Residual / FX / buybacks / cross-term+3.4%

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.