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4569.T$1198.00-1.32%
Fair $1198.00+0.0%

4569.T

KYORIN Pharmaceutical Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$1198.00

-16.00 (-1.32%)

Fairly Valued+0.0%Fair Value $1198.00Fund rank 25/100 · Data gapFallback financials|
SA 53/C
F-Score: 5/9

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 18%

FCF escenarios

weak_data · normalized FCF $-4.7B · 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 9/100Data 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

53/100

C

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: 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 · 4569.TLocal privado en este navegador · KYORIN 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

$68.8B

P/E

7.4x

↓

EV/EBITDA

4.7x

↓

ROE

6.7%

↑

Gross Margin

45.8%

↓

Debt/Equity

0.21

↓
52-Week Range$1198
$1189$1725

TradingView lightweight chart

4569.T price, volumen y niveles de valoración

Último $1,198Periodo -55.1%
Fair value: $1,198

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

+7.2%

FCF CAGR

—

FCF margin

-2.1%

FCF / Net income

-0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $130.09B · net income $9.09B · FCF $-2.79B

2022-FY → 2025-FY

Gross margin

45.8%-1.1% pts

Operating margin

9.7%+4.9% pts

Net margin

7.0%+3.3% pts

FCF margin

-2.1%-5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$130.09B$130.09B$119.53B$113.27B$105.53B
Net Income$9.09B$9.09B$5.47B$4.72B$3.93B
EBITDA$17.55B$17.55B$11.60B$10.81B$9.00B
EPS158.17158.1792.7482.4468.62
Gross Margin45.8%45.8%43.2%44.3%46.8%
Operating Margin9.7%9.7%5.2%4.5%4.7%
Net Margin7.0%7.0%4.6%4.2%3.7%
Balance Sheet
Debt/Equity0.210.210.160.170.17
Current Ratio4.604.60———
Cash Flow
Free Cash Flow$-2.79B$-2.79B$-4.70B$-7.40B$3.66B
Returns
ROE6.7%6.7%4.2%3.8%3.2%
Valuation
P/E7.387.3819.5120.7226.45
EV/EBITDA4.694.699.569.2310.96
P/B0.500.500.790.780.84
Growth & Yield
Revenue Growth8.8%8.8%5.5%7.3%—
EPS Growth70.6%70.6%12.5%20.1%—
Dividend Yield2.1%2.1%———

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

-12.4%

fácil

EPS terminal req.

$106.30

Spread vs growth

83.0%

5Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$128.63

Spread vs growth

74.6%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$207.15

Spread vs growth

67.8%

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 -16.4%

Total return

-16.4%

Start / end P/E

15.8x → 7.6x

EPS bridge

92.74 → 158.17

Residual

-36.8%

EPS growth+70.6%
Multiple rerating-52.2%
Dividend+2.1%
Residual / FX / buybacks / cross-term-36.8%

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.