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v0.1
4619.T$2325.00-1.65%
Fair $2325.00+0.0%

4619.T

Nihon Tokushu Toryo Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$2325.00

-39.00 (-1.65%)

Fairly Valued+0.0%Fair Value $2325.00Fund rank 36/100 · Data gapFallback financials|
SA 67/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.9B · quality 72.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

67/100

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 · 4619.TLocal privado en este navegador · Nihon Tokushu Toryo 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

$49.5B

P/E

9.6x

↓

EV/EBITDA

3.8x

↓

ROE

8.6%

↑

Gross Margin

21.9%

↓

Debt/Equity

0.06

↓
52-Week Range$2325
$1765$2545

TradingView lightweight chart

4619.T price, volumen y niveles de valoración

Último $2,325Periodo +849.0%
Fair value: $2,325

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

+6.4%

FCF CAGR

-14.8%

FCF margin

2.6%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $66.06B · net income $4.94B · FCF $1.72B

2022-FY → 2025-FY

Gross margin

21.9%+2.8% pts

Operating margin

6.7%+4.0% pts

Net margin

7.5%+5.1% pts

FCF margin

2.6%-2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$66.06B$66.06B$64.69B$60.74B$54.78B
Net Income$4.94B$4.94B$3.95B$2.10B$1.30B
EBITDA$9.91B$9.91B$9.10B$6.94B$6.33B
EPS227.24227.24181.5796.77—
Gross Margin21.9%21.9%21.6%18.3%19.1%
Operating Margin6.7%6.7%6.0%2.7%2.7%
Net Margin7.5%7.5%6.1%3.5%2.4%
Balance Sheet
Debt/Equity0.060.060.070.160.20
Current Ratio2.692.69———
Cash Flow
Free Cash Flow$1.72B$1.72B$8.07B$3.91B$2.78B
Returns
ROE8.6%8.6%7.4%4.6%2.9%
Valuation
P/E9.599.598.129.54—
EV/EBITDA3.823.822.222.392.77
P/B0.880.880.600.430.40
Growth & Yield
Revenue Growth2.1%2.1%6.5%10.9%—
EPS Growth25.2%25.2%87.6%——
Dividend Yield6.5%6.5%———

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

-3.2%

fácil

EPS terminal req.

$206.31

Spread vs growth

28.3%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$249.63

Spread vs growth

23.3%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$402.03

Spread vs growth

19.3%

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 +34.8%

Total return

+34.8%

Start / end P/E

10.0x → 10.2x

EPS bridge

181.57 → 227.24

Residual

+0.6%

EPS growth+25.2%
Multiple rerating+2.5%
Dividend+6.5%
Residual / FX / buybacks / cross-term+0.6%

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.