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4548.T$711.00-2.34%
Fair $711.00+0.0%

4548.T

Seikagaku Corporation

Healthcare / Medical DevicesTokyo

$711.00

-17.00 (-2.34%)

Fairly Valued+0.0%Fair Value $711.00Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9
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 $-478.0M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

47/100

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: 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 1.7%, below the 5% threshold
Thesis & Journal · 4548.TLocal privado en este navegador · Seikagaku Corporation
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

$38.8B

P/E

26.3x

↑

EV/EBITDA

6.1x

↓

ROE

1.7%

↑

Gross Margin

48.6%

↑

Debt/Equity

0.01

↓
52-Week Range$711
$603$820

TradingView lightweight chart

4548.T price, volumen y niveles de valoración

Último $711.00Periodo +25.0%
Fair value: $711.00

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

+4.2%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-0.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.37B · net income $1.21B · FCF $-179.0M

2022-FY → 2025-FY

Gross margin

48.6%-10.3% pts

Operating margin

3.4%-9.5% pts

Net margin

3.1%-7.6% pts

FCF margin

-0.5%-18.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.37B$39.37B$36.21B$33.46B$34.85B
Net Income$1.21B$1.21B$2.19B$2.24B$3.73B
EBITDA$3.93B$3.93B$3.36B$4.40B$6.46B
EPS22.2522.2540.0840.49—
Gross Margin48.6%48.6%46.6%53.9%58.9%
Operating Margin3.4%3.4%1.2%6.3%12.9%
Net Margin3.1%3.1%6.0%6.7%10.7%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio5.345.34———
Cash Flow
Free Cash Flow$-179.0M$-179.0M$-4.05B$-478.0M$6.14B
Returns
ROE1.7%1.7%3.0%3.3%5.6%
Valuation
P/E26.3226.3218.8119.83—
EV/EBITDA6.126.127.774.844.31
P/B0.530.530.570.660.74
Growth & Yield
Revenue Growth8.7%8.7%8.2%-4.0%—
EPS Growth-44.5%-44.5%-1.0%——
Dividend Yield4.1%4.1%———

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

41.5%

muy exigente

EPS terminal req.

$63.09

Spread vs growth

-86.0%

5Y implied EPS CAGR

28.0%

muy exigente

EPS terminal req.

$76.34

Spread vs growth

-72.4%

10Y implied EPS CAGR

18.6%

exigente

EPS terminal req.

$122.94

Spread vs growth

-63.1%

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 +12.5%

Total return

+12.5%

Start / end P/E

16.4x → 32.0x

EPS bridge

40.08 → 22.25

Residual

-42.4%

EPS growth-44.5%
Multiple rerating+95.2%
Dividend+4.1%
Residual / FX / buybacks / cross-term-42.4%

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.