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4549.T$2683.00-0.22%
Fair $2683.00+0.0%

4549.T

Eiken Chemical Co., Ltd.

Healthcare / Medical DevicesTokyo

$2683.00

-6.00 (-0.22%)

Fairly Valued+0.0%Fair Value $2683.00Fund rank 33/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9
Margin Compression

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 $1.7B · quality 66.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

42/100

C

Piotroski

4/9

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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 4549.TLocal privado en este navegador · Eiken 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

$88.4B

P/E

22.9x

↑

EV/EBITDA

15.8x

↑

ROE

5.1%

↑

Gross Margin

40.7%

↓

Debt/Equity

0.10

↓
52-Week Range$2683
$1972$3500

TradingView lightweight chart

4549.T price, volumen y niveles de valoración

Último $2,683Periodo +283.3%
Fair value: $2,683

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

-1.9%

FCF CAGR

-38.9%

FCF margin

1.6%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.54B · net income $2.23B · FCF $655.0M

2022-FY → 2025-FY

Gross margin

40.7%-7.1% pts

Operating margin

7.4%-12.1% pts

Net margin

5.5%-9.0% pts

FCF margin

1.6%-5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.54B$40.54B$40.05B$43.27B$43.00B
Net Income$2.23B$2.23B$2.63B$5.74B$6.22B
EBITDA$5.56B$5.56B$5.85B$9.73B$10.55B
EPS64.2764.2771.10153.86167.01
Gross Margin40.7%40.7%41.8%47.4%47.8%
Operating Margin7.4%7.4%8.4%17.2%19.5%
Net Margin5.5%5.5%6.6%13.3%14.5%
Balance Sheet
Debt/Equity0.100.100.090.090.09
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$655.0M$655.0M$1.72B$4.30B$2.88B
Returns
ROE5.1%5.1%5.7%11.6%13.6%
Valuation
P/E22.9422.9427.5710.1010.48
EV/EBITDA15.7515.7510.374.515.05
P/B2.132.131.581.171.42
Growth & Yield
Revenue Growth1.2%1.2%-7.4%0.6%—
EPS Growth-9.6%-9.6%-53.8%-7.9%—
Dividend Yield2.2%2.2%———

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

54.7%

muy exigente

EPS terminal req.

$238.07

Spread vs growth

-64.3%

5Y implied EPS CAGR

35.0%

muy exigente

EPS terminal req.

$288.07

Spread vs growth

-44.6%

10Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$463.93

Spread vs growth

-31.5%

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 +36.3%

Total return

+36.3%

Start / end P/E

28.1x → 41.7x

EPS bridge

71.10 → 64.27

Residual

-4.6%

EPS growth-9.6%
Multiple rerating+48.4%
Dividend+2.2%
Residual / FX / buybacks / cross-term-4.6%

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.