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4633.T$2334.00+2.10%
Fair $2334.00+0.0%

4633.T

Sakata INX Corporation

Basic Materials / Specialty ChemicalsTokyo

$2334.00

+48.00 (+2.10%)

Fairly Valued+0.0%Fair Value $2334.00Fund rank 29/100 · Data gapFallback financials|
SA 67/B
F-Score: 8/9

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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $8.9B · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

8/9

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 · 4633.TLocal privado en este navegador · Sakata INX Corporation
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

$113.7B

P/E

9.9x

↓

EV/EBITDA

5.2x

↓

ROE

9.7%

↑

Gross Margin

25.0%

↑

Debt/Equity

0.28

↑
52-Week Range$2334
$1851$2740

TradingView lightweight chart

4633.T price, volumen y niveles de valoración

Último $2,334Periodo +727.7%
Fair value: $2,334

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

+6.1%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $257.67B · net income $11.61B · FCF $8.86B

2022-FY → 2025-FY

Gross margin

25.0%+6.8% pts

Operating margin

5.9%+4.0% pts

Net margin

4.5%+2.4% pts

FCF margin

3.4%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$257.67B$257.67B$245.57B$228.36B$215.53B
Net Income$11.61B$11.61B$9.01B$7.47B$4.55B
EBITDA$24.52B$24.52B$19.76B$16.86B$11.72B
EPS235.26235.26180.64149.2285.52
Gross Margin25.0%25.0%23.9%22.1%18.2%
Operating Margin5.9%5.9%5.4%5.0%1.9%
Net Margin4.5%4.5%3.7%3.3%2.1%
Balance Sheet
Debt/Equity0.280.280.320.260.32
Current Ratio2.032.03———
Cash Flow
Free Cash Flow$8.86B$8.86B$1.49B$9.36B$-1.51B
Returns
ROE9.7%9.7%8.0%7.6%5.3%
Valuation
P/E9.929.929.659.0811.89
EV/EBITDA5.235.235.444.555.91
P/B0.970.970.770.690.63
Growth & Yield
Revenue Growth4.9%4.9%7.5%6.0%—
EPS Growth30.2%30.2%21.1%74.5%—
Dividend Yield4.4%4.4%———

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

-4.2%

fácil

EPS terminal req.

$207.10

Spread vs growth

34.4%

5Y implied EPS CAGR

1.3%

fácil

EPS terminal req.

$250.60

Spread vs growth

29.0%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$403.59

Spread vs growth

24.7%

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 +29.2%

Total return

+29.2%

Start / end P/E

10.3x → 9.9x

EPS bridge

180.64 → 235.26

Residual

-1.2%

EPS growth+30.2%
Multiple rerating-4.1%
Dividend+4.4%
Residual / FX / buybacks / cross-term-1.2%

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.