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v0.1
4512.T$273.00-2.15%
Fair $273.00+0.0%

4512.T

Wakamoto Pharmaceutical Co.,Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$273.00

-6.00 (-2.15%)

Fairly Valued+0.0%Fair Value $273.00Fund rank 24/100 · Data gapFallback financials|
SA 34/D
F-Score: 2/9
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 18%

FCF escenarios

weak_data · normalized FCF $-701.9M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

34/100

D

Piotroski

2/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 0.6%, below the 5% threshold
Thesis & Journal · 4512.TLocal privado en este navegador · Wakamoto Pharmaceutical 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

$9.5B

P/E

42.7x

↑

EV/EBITDA

15.2x

↑

ROE

0.6%

↑

Gross Margin

46.5%

↓

Debt/Equity

0.01

↓
52-Week Range$273
$270$380

TradingView lightweight chart

4512.T price, volumen y niveles de valoración

Último $273.00Periodo -32.6%
Fair value: $273.00

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

-2.4%

FCF CAGR

—

FCF margin

-14.0%

FCF / Net income

-16.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.79B · net income $64.4M · FCF $-1.09B

2022-FY → 2025-FY

Gross margin

46.5%-5.5% pts

Operating margin

-5.9%-5.7% pts

Net margin

0.8%-2.0% pts

FCF margin

-14.0%-14.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.79B$7.79B$7.74B$8.66B$8.38B
Net Income$64.4M$64.4M$109.0M$138.3M$238.5M
EBITDA$438.7M$438.7M$571.0M$657.9M$755.5M
EPS1.851.853.133.986.87
Gross Margin46.5%46.5%46.5%47.4%52.0%
Operating Margin-5.9%-5.9%-2.5%1.6%-0.2%
Net Margin0.8%0.8%1.4%1.6%2.8%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio4.304.30———
Cash Flow
Free Cash Flow$-1.09B$-1.09B$-701.9M$420.8M$-1.2M
Returns
ROE0.6%0.6%0.9%1.2%2.1%
Valuation
P/E42.7242.7274.7660.8041.63
EV/EBITDA15.1615.168.037.089.03
P/B0.820.820.680.710.86
Growth & Yield
Revenue Growth0.7%0.7%-10.6%3.3%—
EPS Growth-40.9%-40.9%-21.4%-42.1%—
Dividend Yield2.6%2.6%———

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

135.7%

muy exigente

EPS terminal req.

$24.22

Spread vs growth

-176.6%

5Y implied EPS CAGR

73.8%

muy exigente

EPS terminal req.

$29.31

Spread vs growth

-114.7%

10Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$47.21

Spread vs growth

-79.2%

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 -5.5%

Total return

-5.5%

Start / end P/E

94.9x → 147.6x

EPS bridge

3.13 → 1.85

Residual

-22.7%

EPS growth-40.9%
Multiple rerating+55.5%
Dividend+2.6%
Residual / FX / buybacks / cross-term-22.7%

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.