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4539.T$1628.00+1.06%
Fair $1628.00+0.0%

4539.T

Nippon Chemiphar Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$1628.00

+17.00 (+1.06%)

Fairly Valued+0.0%Fair Value $1628.00Fund rank 22/100 · Data gapFallback financials|
SA 35/D
F-Score: 5/9
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 16%

FCF escenarios

weak_data · normalized FCF $-2.1B · quality 36.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

35/100

D

Piotroski

5/9

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 1.5%, below the 5% threshold
Thesis & Journal · 4539.TLocal privado en este navegador · Nippon Chemiphar 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

$5.9B

P/E

29.7x

↑

EV/EBITDA

9.3x

↓

ROE

1.5%

↑

Gross Margin

26.9%

↓

Debt/Equity

0.94

↑
52-Week Range$1628
$1448$1857

TradingView lightweight chart

4539.T price, volumen y niveles de valoración

Último $1,628Periodo -28.9%
Fair value: $1,628

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

+0.1%

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

-7.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.57B · net income $294.0M · FCF $-2.12B

2022-FY → 2025-FY

Gross margin

26.9%-1.1% pts

Operating margin

1.9%-0.7% pts

Net margin

0.9%-1.3% pts

FCF margin

-6.5%-9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$32.57B$32.57B$30.75B$31.56B$32.51B
Net Income$294.0M$294.0M$-180.0M$339.0M$700.0M
EBITDA$1.83B$1.83B$1.41B$2.10B$2.68B
EPS81.7281.72-50.1494.07194.33
Gross Margin26.9%26.9%25.2%25.9%27.9%
Operating Margin1.9%1.9%-1.6%-0.8%2.5%
Net Margin0.9%0.9%-0.6%1.1%2.2%
Balance Sheet
Debt/Equity0.940.940.920.820.80
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$-2.12B$-2.12B$-2.34B$-1.93B$1.07B
Returns
ROE1.5%1.5%-1.0%1.8%3.8%
Valuation
P/E29.7229.72—18.9410.35
EV/EBITDA9.259.259.725.303.88
P/B0.310.310.320.350.39
Growth & Yield
Revenue Growth5.9%5.9%-2.6%-2.9%—
EPS Growth263.0%263.0%-153.3%-51.6%—
Dividend Yield3.1%3.1%———

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

20.9%

exigente

EPS terminal req.

$144.46

Spread vs growth

242.1%

5Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$174.79

Spread vs growth

246.6%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$281.51

Spread vs growth

249.8%

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 +14.5%

Total return

+14.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-50.14 → 81.72

Residual

+11.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term+11.4%

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.