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4410.T$1184.00+11.70%
Fair $1184.00+0.0%

4410.T

Harima Chemicals Group, Inc.

Basic Materials / Specialty ChemicalsTokyo

$1184.00

+124.00 (+11.70%)

Fairly Valued+0.0%Fair Value $1184.00Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9
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 17%

FCF escenarios

weak_data · normalized FCF $-3.1B · quality 38.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

45/100

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. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 4410.TLocal privado en este navegador · Harima Chemicals Group, 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

$28.8B

P/E

28.7x

↑

EV/EBITDA

11.8x

↑

ROE

2.0%

↑

Gross Margin

21.6%

↑

Debt/Equity

1.14

↑
52-Week Range$1184
$773$1194

TradingView lightweight chart

4410.T price, volumen y niveles de valoración

Último $1,184Periodo +199.7%
Fair value: $1,184

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

+9.9%

FCF CAGR

—

FCF margin

0.6%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $101.01B · net income $763.0M · FCF $639.0M

2022-FY → 2025-FY

Gross margin

21.6%-2.0% pts

Operating margin

2.1%-2.2% pts

Net margin

0.8%-1.5% pts

FCF margin

0.6%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$101.01B$101.01B$92.33B$94.51B$76.09B
Net Income$763.0M$763.0M$-1.16B$885.0M$1.75B
EBITDA$5.63B$5.63B$3.06B$5.22B$5.44B
EPS31.4631.46-47.9635.7669.42
Gross Margin21.6%21.6%19.4%20.3%23.6%
Operating Margin2.1%2.1%-0.2%1.8%4.3%
Net Margin0.8%0.8%-1.3%0.9%2.3%
Balance Sheet
Debt/Equity1.141.141.060.910.59
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$639.0M$639.0M$-3.08B$-4.79B$-23.0M
Returns
ROE2.0%2.0%-3.1%2.4%4.8%
Valuation
P/E28.7228.72—23.6911.38
EV/EBITDA11.8111.8117.819.276.62
P/B0.770.770.590.570.54
Growth & Yield
Revenue Growth9.4%9.4%-2.3%24.2%—
EPS Growth165.6%165.6%-234.1%-48.5%—
Dividend Yield4.0%4.0%———

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

49.5%

muy exigente

EPS terminal req.

$105.06

Spread vs growth

116.1%

5Y implied EPS CAGR

32.2%

muy exigente

EPS terminal req.

$127.12

Spread vs growth

133.4%

10Y implied EPS CAGR

20.6%

exigente

EPS terminal req.

$204.73

Spread vs growth

145.0%

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 · 1Y approxreconcilia total +55.6%

Total return

+55.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-47.96 → 31.46

Residual

+51.6%

EPS growthn/d
Multiple reratingn/d
Dividend+4.0%
Residual / FX / buybacks / cross-term+51.6%

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.