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4462.T$2670.00+1.79%
Fair $2670.00+0.0%

4462.T

Ishihara Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$2670.00

+48.00 (+1.79%)

Fairly Valued+0.0%Fair Value $2670.00Fund rank 30/100 · Data gapFallback financials|
SA 46/C
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 52.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 62/100Data 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

46/100

C

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: 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 · 4462.TLocal privado en este navegador · Ishihara Chemical 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

$36.5B

P/E

12.3x

↓

EV/EBITDA

8.0x

↓

ROE

11.3%

↑

Gross Margin

33.9%

↑

Debt/Equity

N/A

•
52-Week Range$2670
$1840$3070

TradingView lightweight chart

4462.T price, volumen y niveles de valoración

Último $2,725Periodo +202.8%
Fair value: $2,670

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

+7.5%

FCF CAGR

+24.0%

FCF margin

12.5%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $23.63B · net income $2.47B · FCF $2.96B

2022-FY → 2025-FY

Gross margin

33.9%+0.9% pts

Operating margin

14.4%+2.0% pts

Net margin

10.4%-0.3% pts

FCF margin

12.5%+4.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$23.63B$23.63B$20.71B$20.35B$19.04B
Net Income$2.47B$2.47B$1.91B$1.68B$2.05B
EBITDA$3.95B$3.95B$3.14B$2.96B$3.29B
EPS——127.56110.32130.01
Gross Margin33.9%33.9%32.3%30.8%33.0%
Operating Margin14.4%14.4%11.2%10.5%12.4%
Net Margin10.4%10.4%9.2%8.3%10.8%
Balance Sheet
Current Ratio4.874.87———
Cash Flow
Free Cash Flow$2.96B$2.96B$1.13B$538.1M$1.55B
Returns
ROE11.3%11.3%8.3%7.7%9.5%
Valuation
P/E12.2812.2814.1513.159.67
EV/EBITDA7.957.956.555.494.30
P/B1.731.731.171.010.92
Growth & Yield
Revenue Growth14.1%14.1%1.8%6.9%—
EPS Growth——15.6%-15.1%—
Dividend Yield1.8%1.8%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +40.1%

Total return

+40.1%

Start / end P/E

n/dx → n/dx

EPS bridge

127.56 → n/d

Residual

+38.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.8%
Residual / FX / buybacks / cross-term+38.3%

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.