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4624.T$3590.00-4.28%
Fair $3590.00+0.0%

4624.T

Isamu Paint Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$3590.00

-160.00 (-4.28%)

Fairly Valued+0.0%Fair Value $3590.00Fund rank 36/100 · Data gapFallback financials|
SA 52/C
F-Score: 5/9
Low Profitability

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 $514.5M · quality 73.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

52/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 3.2%, below the 5% threshold
Thesis & Journal · 4624.TLocal privado en este navegador · Isamu Paint 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

$6.8B

P/E

9.1x

↓

EV/EBITDA

2.8x

↓

ROE

3.2%

↑

Gross Margin

30.3%

↑

Debt/Equity

0.00

↓
52-Week Range$3590
$3225$4300

TradingView lightweight chart

4624.T price, volumen y niveles de valoración

Último $3,580Periodo +79.0%
Fair value: $3,590

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

+4.9%

FCF CAGR

-0.8%

FCF margin

2.7%

FCF / Net income

0.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.16B · net income $548.8M · FCF $223.2M

2022-FY → 2025-FY

Gross margin

30.3%+0.0% pts

Operating margin

7.7%+0.8% pts

Net margin

6.7%+1.0% pts

FCF margin

2.7%-0.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.16B$8.16B$8.00B$7.60B$7.07B
Net Income$548.8M$548.8M$520.1M$436.7M$401.5M
EBITDA$979.4M$979.4M$955.6M$820.5M$755.1M
EPS288.00288.00272.88229.07210.60
Gross Margin30.3%30.3%30.6%29.5%30.2%
Operating Margin7.7%7.7%8.1%7.1%6.9%
Net Margin6.7%6.7%6.5%5.7%5.7%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio4.344.34———
Cash Flow
Free Cash Flow$223.2M$223.2M$603.8M$514.5M$228.6M
Returns
ROE3.2%3.2%3.1%2.7%2.6%
Valuation
P/E9.069.0612.5711.8114.89
EV/EBITDA2.842.842.320.280.86
P/B0.400.400.390.320.38
Growth & Yield
Revenue Growth2.0%2.0%5.2%7.5%—
EPS Growth5.5%5.5%19.1%8.8%—
Dividend Yield1.4%1.4%———

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

3.4%

fácil

EPS terminal req.

$318.55

Spread vs growth

2.1%

5Y implied EPS CAGR

6.0%

razonable

EPS terminal req.

$385.45

Spread vs growth

-0.5%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$620.77

Spread vs growth

-2.4%

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 +6.4%

Total return

+6.4%

Start / end P/E

12.5x → 12.4x

EPS bridge

272.88 → 288.00

Residual

-0.0%

EPS growth+5.5%
Multiple rerating-0.5%
Dividend+1.4%
Residual / FX / buybacks / cross-term-0.0%

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.