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4559.T$2230.00-2.71%
Fair $2230.00+0.0%

4559.T

Zeria Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$2230.00

-62.00 (-2.71%)

Fairly Valued+0.0%Fair Value $2230.00Fund rank 38/100 · Data gapFallback financials|
SA 65/B
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $10.2B · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

65/100

B

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 · 4559.TLocal privado en este navegador · Zeria 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

$98.3B

P/E

11.6x

↓

EV/EBITDA

5.6x

↓

ROE

11.1%

↑

Gross Margin

73.3%

↑

Debt/Equity

0.46

↑
52-Week Range$2230
$1878$2434

TradingView lightweight chart

4559.T price, volumen y niveles de valoración

Último $2,230Periodo +135.9%
Fair value: $2,230

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

+13.6%

FCF CAGR

+10.6%

FCF margin

11.7%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $87.31B · net income $9.94B · FCF $10.19B

2022-FY → 2025-FY

Gross margin

73.3%+2.5% pts

Operating margin

14.0%+3.3% pts

Net margin

11.4%+4.7% pts

FCF margin

11.7%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$87.31B$87.31B$75.73B$68.38B$59.53B
Net Income$9.94B$9.94B$7.73B$6.20B$3.96B
EBITDA$20.63B$20.63B$17.52B$13.76B$11.44B
EPS225.42225.42175.39140.2687.76
Gross Margin73.3%73.3%73.3%72.4%70.8%
Operating Margin14.0%14.0%12.7%13.2%10.7%
Net Margin11.4%11.4%10.2%9.1%6.7%
Balance Sheet
Debt/Equity0.460.460.580.760.95
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$10.19B$10.19B$8.28B$10.50B$7.53B
Returns
ROE11.1%11.1%9.7%9.5%7.2%
Valuation
P/E11.6311.6311.8016.0422.00
EV/EBITDA5.625.626.689.6411.04
P/B1.101.101.151.521.56
Growth & Yield
Revenue Growth15.3%15.3%10.7%14.9%—
EPS Growth28.5%28.5%25.0%59.8%—
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

-4.3%

fácil

EPS terminal req.

$197.88

Spread vs growth

32.8%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$239.43

Spread vs growth

27.3%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$385.60

Spread vs growth

23.0%

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 +7.2%

Total return

+7.2%

Start / end P/E

12.1x → 9.9x

EPS bridge

175.39 → 225.42

Residual

-5.2%

EPS growth+28.5%
Multiple rerating-18.3%
Dividend+2.2%
Residual / FX / buybacks / cross-term-5.2%

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.