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4553.T$3700.00-2.41%
Fair $3700.00+0.0%

4553.T

Towa Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$3700.00

-95.00 (-2.41%)

Fairly Valued+0.0%Fair Value $3700.00Fund rank 19/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-27.9B · quality 25.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 5/100Data 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

49/100

C

Piotroski

7/9

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 · 4553.TLocal privado en este navegador · Towa 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

$182.1B

P/E

34.7x

↑

EV/EBITDA

7.7x

↓

ROE

11.1%

↑

Gross Margin

36.5%

↓

Debt/Equity

1.35

↑
52-Week Range$3700
$2764$4490

TradingView lightweight chart

4553.T price, volumen y niveles de valoración

Último $3,855Periodo +351.8%
Fair value: $3,700

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

+16.2%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $259.59B · net income $18.99B · FCF $-7.82B

2022-FY → 2025-FY

Gross margin

36.5%-5.9% pts

Operating margin

9.0%-2.6% pts

Net margin

7.3%-2.3% pts

FCF margin

-3.0%-8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$259.59B$259.59B$227.93B$208.86B$165.62B
Net Income$18.99B$18.99B$16.17B$2.20B$15.91B
EBITDA$48.06B$48.06B$43.29B$24.65B$33.43B
EPS385.71385.71328.5944.72316.19
Gross Margin36.5%36.5%35.7%34.8%42.4%
Operating Margin9.0%9.0%7.7%2.6%11.6%
Net Margin7.3%7.3%7.1%1.1%9.6%
Balance Sheet
Debt/Equity1.351.351.301.181.06
Current Ratio2.762.76———
Cash Flow
Free Cash Flow$-7.82B$-7.82B$-31.11B$-27.93B$8.55B
Returns
ROE11.1%11.1%10.4%1.6%12.0%
Valuation
P/E34.6534.658.3542.408.35
EV/EBITDA7.657.657.139.357.20
P/B1.061.060.870.681.01
Growth & Yield
Revenue Growth13.9%13.9%9.1%26.1%—
EPS Growth17.4%17.4%634.8%-85.9%—
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

-5.2%

fácil

EPS terminal req.

$328.31

Spread vs growth

22.6%

5Y implied EPS CAGR

0.6%

fácil

EPS terminal req.

$397.26

Spread vs growth

16.8%

10Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$639.79

Spread vs growth

12.2%

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 +38.1%

Total return

+38.1%

Start / end P/E

8.6x → 10.0x

EPS bridge

328.59 → 385.71

Residual

+2.7%

EPS growth+17.4%
Multiple rerating+15.8%
Dividend+2.2%
Residual / FX / buybacks / cross-term+2.7%

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.