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4628.T$9790.00+0.10%
Fair $9790.00+0.0%

4628.T

Sk Kaken Co.,Ltd.

Basic Materials / Specialty ChemicalsTokyo

$9790.00

+10.00 (+0.10%)

Fairly Valued+0.0%Fair Value $9790.00Fund rank 38/100 · Data gapFallback financials|
SA 57/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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $8.3B · quality 82.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

57/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 4628.TLocal privado en este navegador · Sk Kaken 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

$132.1B

P/E

11.6x

↓

EV/EBITDA

1.7x

↓

ROE

6.6%

↑

Gross Margin

30.4%

↑

Debt/Equity

0.02

↓
52-Week Range$9790
$8350$11670

TradingView lightweight chart

4628.T price, volumen y niveles de valoración

Último $9,790Periodo +429.2%
Fair value: $9,790

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

+6.3%

FCF CAGR

+2.3%

FCF margin

7.8%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $106.14B · net income $10.73B · FCF $8.28B

2022-FY → 2025-FY

Gross margin

30.4%-0.1% pts

Operating margin

11.7%-0.1% pts

Net margin

10.1%+0.1% pts

FCF margin

7.8%-1.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$106.14B$106.14B$100.88B$95.58B$88.28B
Net Income$10.73B$10.73B$11.82B$9.03B$8.83B
EBITDA$15.48B$15.48B$17.64B$13.36B$13.46B
EPS795.62795.62131.20670.15655.20
Gross Margin30.4%30.4%30.6%28.4%30.5%
Operating Margin11.7%11.7%12.0%10.4%11.8%
Net Margin10.1%10.1%11.7%9.5%10.0%
Balance Sheet
Debt/Equity0.020.020.020.020.02
Current Ratio5.325.32———
Cash Flow
Free Cash Flow$8.28B$8.28B$9.18B$7.15B$7.74B
Returns
ROE6.6%6.6%7.7%6.4%6.7%
Valuation
P/E11.5611.5661.9712.2110.99
EV/EBITDA1.691.690.381.03-0.49
P/B0.810.810.720.780.74
Growth & Yield
Revenue Growth5.2%5.2%5.5%8.3%—
EPS Growth506.4%506.4%-80.4%2.3%—
Dividend Yield3.7%3.7%———

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

3.0%

fácil

EPS terminal req.

$868.70

Spread vs growth

503.4%

5Y implied EPS CAGR

5.7%

razonable

EPS terminal req.

$1051.13

Spread vs growth

500.7%

10Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$1692.85

Spread vs growth

498.6%

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 +16.5%

Total return

+16.5%

Start / end P/E

66.2x → 12.3x

EPS bridge

131.20 → 795.62

Residual

-412.2%

EPS growth+506.4%
Multiple rerating-81.4%
Dividend+3.7%
Residual / FX / buybacks / cross-term-412.2%

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.