StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
4629.T$1900.00-2.92%
Fair $1900.00+0.0%

4629.T

Daishin Chemical Co.,Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1900.00

-58.00 (-2.92%)

Fairly Valued+0.0%Fair Value $1900.00Fund rank 28/100 · Data gapFallback financials|
SA 55/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 50.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

55/100

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 3.6%, below the 5% threshold
Thesis & Journal · 4629.TLocal privado en este navegador · Daishin Chemical 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

$8.7B

P/E

9.8x

↓

EV/EBITDA

1.2x

↓

ROE

3.6%

↑

Gross Margin

12.4%

↓

Debt/Equity

0.00

↓
52-Week Range$1900
$1426$2250

TradingView lightweight chart

4629.T price, volumen y niveles de valoración

Último $1,930Periodo +359.5%
Fair value: $1,900

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

+3.5%

FCF CAGR

—

FCF margin

7.1%

FCF / Net income

4.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.71B · net income $588.2M · FCF $2.45B

2022-FY → 2025-FY

Gross margin

12.4%-0.8% pts

Operating margin

2.3%-0.9% pts

Net margin

1.7%-0.5% pts

FCF margin

7.1%+7.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.71B$34.71B$32.46B$34.39B$31.30B
Net Income$588.2M$588.2M$627.2M$955.9M$694.1M
EBITDA$1.28B$1.28B$1.34B$1.68B$1.41B
EPS128.55128.55137.09208.96151.72
Gross Margin12.4%12.4%13.2%13.2%13.2%
Operating Margin2.3%2.3%2.5%3.6%3.2%
Net Margin1.7%1.7%1.9%2.8%2.2%
Balance Sheet
Debt/Equity0.000.000.000.000.01
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$2.45B$2.45B$-687.1M$1.45B$-202.8M
Returns
ROE3.6%3.6%3.9%6.2%4.8%
Valuation
P/E9.789.7810.735.788.21
EV/EBITDA1.241.241.41-0.070.88
P/B0.530.530.420.360.39
Growth & Yield
Revenue Growth6.9%6.9%-5.6%9.9%—
EPS Growth-6.2%-6.2%-34.4%37.7%—
Dividend Yield2.3%2.3%———

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

9.5%

razonable

EPS terminal req.

$168.59

Spread vs growth

-15.7%

5Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$204.00

Spread vs growth

-15.9%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$328.54

Spread vs growth

-16.1%

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 +37.0%

Total return

+37.0%

Start / end P/E

10.5x → 15.0x

EPS bridge

137.09 → 128.55

Residual

-2.7%

EPS growth-6.2%
Multiple rerating+43.6%
Dividend+2.3%
Residual / FX / buybacks / cross-term-2.7%

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.