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4521.T$3785.00-2.82%
Fair $3785.00+0.0%

4521.T

Kaken Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$3785.00

-110.00 (-2.82%)

Fairly Valued+0.0%Fair Value $3785.00Fund rank 34/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.0B · quality 65.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

59/100

C

Piotroski

8/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4521.TLocal privado en este navegador · Kaken 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

$143.3B

P/E

262.7x

↑

EV/EBITDA

4.3x

↓

ROE

9.1%

↑

Gross Margin

62.2%

↑

Debt/Equity

0.03

↓
52-Week Range$3785
$3540$4445

TradingView lightweight chart

4521.T price, volumen y niveles de valoración

Último $3,785Periodo +199.0%
Fair value: $3,785

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

+7.3%

FCF CAGR

+36.1%

FCF margin

27.0%

FCF / Net income

1.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $94.03B · net income $13.95B · FCF $25.39B

2022-FY → 2025-FY

Gross margin

62.2%+7.6% pts

Operating margin

22.4%-0.1% pts

Net margin

14.8%+2.3% pts

FCF margin

27.0%+13.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$94.03B$94.03B$72.04B$72.98B$76.03B
Net Income$13.95B$13.95B$8.03B$5.44B$9.55B
EBITDA$22.02B$22.02B$12.57B$9.40B$16.39B
EPS365.42365.42212.67144.80251.43
Gross Margin62.2%62.2%53.5%54.2%54.7%
Operating Margin22.4%22.4%13.2%11.0%22.4%
Net Margin14.8%14.8%11.1%7.5%12.6%
Balance Sheet
Debt/Equity0.030.030.030.030.03
Current Ratio4.524.52———
Cash Flow
Free Cash Flow$25.39B$25.39B$410.0M$7.05B$10.08B
Returns
ROE9.1%9.1%5.6%4.0%6.9%
Valuation
P/E262.66262.6616.2025.2115.65
EV/EBITDA4.284.286.628.665.63
P/B0.950.950.901.011.08
Growth & Yield
Revenue Growth30.5%30.5%-1.3%-4.0%—
EPS Growth71.8%71.8%46.9%-42.4%—
Dividend Yield4.9%4.9%———

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

-2.8%

fácil

EPS terminal req.

$335.86

Spread vs growth

74.6%

5Y implied EPS CAGR

2.1%

fácil

EPS terminal req.

$406.39

Spread vs growth

69.7%

10Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$654.49

Spread vs growth

65.8%

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 +6.6%

Total return

+6.6%

Start / end P/E

17.5x → 10.4x

EPS bridge

212.67 → 365.42

Residual

-29.3%

EPS growth+71.8%
Multiple rerating-40.8%
Dividend+4.9%
Residual / FX / buybacks / cross-term-29.3%

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.