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4595.T$1679.00-2.20%
Fair $1679.00+0.0%

4595.T

Mizuho Medy Co.,Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$1679.00

-38.00 (-2.20%)

Fairly Valued+0.0%Fair Value $1679.00Fund rank 32/100 · Data gapFallback financials|
SA 31/D
F-Score: 2/9
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 $3.0B · quality 60.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

31/100

D

Piotroski

2/9

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 · 4595.TLocal privado en este navegador · Mizuho Medy 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

$32.0B

P/E

9.3x

↓

EV/EBITDA

4.3x

↓

ROE

18.3%

↑

Gross Margin

69.4%

↑

Debt/Equity

N/A

•
52-Week Range$1679
$1402$1930

TradingView lightweight chart

4595.T price, volumen y niveles de valoración

Último $1,693Periodo +446.1%
Fair value: $1,679

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

-13.8%

FCF CAGR

-34.6%

FCF margin

14.9%

FCF / Net income

0.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.26B · net income $3.42B · FCF $1.67B

2022-FY → 2025-FY

Gross margin

69.4%-10.8% pts

Operating margin

41.3%-21.8% pts

Net margin

30.4%-14.2% pts

FCF margin

14.9%-19.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.26B$11.26B$11.43B$10.99B$17.58B
Net Income$3.42B$3.42B$3.77B$3.77B$7.84B
EBITDA$4.92B$4.92B$5.15B$5.35B$11.29B
EPS——198.12198.13411.47
Gross Margin69.4%69.4%70.7%73.5%80.2%
Operating Margin41.3%41.3%43.1%46.9%63.2%
Net Margin30.4%30.4%33.0%34.3%44.6%
Balance Sheet
Current Ratio11.5911.59———
Cash Flow
Free Cash Flow$1.67B$1.67B$3.05B$3.72B$5.99B
Returns
ROE18.3%18.3%21.7%24.1%54.9%
Valuation
P/E9.349.347.588.264.16
EV/EBITDA4.304.303.373.942.12
P/B1.711.711.651.992.28
Growth & Yield
Revenue Growth-1.5%-1.5%4.0%-37.5%—
EPS Growth——-0.0%-51.8%—
Dividend Yield5.9%5.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +19.5%

Total return

+19.5%

Start / end P/E

n/dx → n/dx

EPS bridge

198.12 → n/d

Residual

+13.6%

EPS growthn/d
Multiple reratingn/d
Dividend+5.9%
Residual / FX / buybacks / cross-term+13.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.