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4634.T$4205.00+1.45%
Fair $4205.00+0.0%

4634.T

artience Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$4205.00

+60.00 (+1.45%)

Fairly Valued+0.0%Fair Value $4205.00Fund rank 28/100 · Data gapFallback financials|
SA 58/C
F-Score: 6/9
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $8.1B · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

58/100

C

Piotroski

6/9

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 3.9%, below the 5% threshold
Thesis & Journal · 4634.TLocal privado en este navegador · artience 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

$197.2B

P/E

20.0x

↑

EV/EBITDA

7.3x

↓

ROE

3.9%

↑

Gross Margin

21.7%

↑

Debt/Equity

0.24

↑
52-Week Range$4205
$2888$4410

TradingView lightweight chart

4634.T price, volumen y niveles de valoración

Último $4,205Periodo +151.0%
Fair value: $4,205

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

3.5%

FCF / Net income

1.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $349.98B · net income $10.34B · FCF $12.13B

2022-FY → 2025-FY

Gross margin

21.7%+4.6% pts

Operating margin

5.9%+3.8% pts

Net margin

3.0%+0.0% pts

FCF margin

3.5%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$349.98B$349.98B$351.06B$322.12B$315.93B
Net Income$10.34B$10.34B$18.54B$9.74B$9.31B
EBITDA$30.52B$30.52B$37.75B$26.10B$24.47B
EPS210.47210.47352.41183.57171.30
Gross Margin21.7%21.7%21.3%19.8%17.2%
Operating Margin5.9%5.9%5.8%4.2%2.2%
Net Margin3.0%3.0%5.3%3.0%2.9%
Balance Sheet
Debt/Equity0.240.240.310.350.38
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$12.13B$12.13B$8.07B$3.47B$-13.68B
Returns
ROE3.9%3.9%7.1%4.0%4.2%
Valuation
P/E19.9719.978.9514.2810.51
EV/EBITDA7.297.294.876.435.17
P/B0.780.780.630.570.45
Growth & Yield
Revenue Growth-0.3%-0.3%9.0%2.0%—
EPS Growth-40.3%-40.3%92.0%7.2%—

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

21.0%

exigente

EPS terminal req.

$373.12

Spread vs growth

-61.3%

5Y implied EPS CAGR

16.5%

exigente

EPS terminal req.

$451.48

Spread vs growth

-56.8%

10Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$727.11

Spread vs growth

-53.5%

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 +43.6%

Total return

+43.6%

Start / end P/E

8.3x → 20.0x

EPS bridge

352.41 → 210.47

Residual

-56.5%

EPS growth-40.3%
Multiple rerating+140.4%
Dividend+0.0%
Residual / FX / buybacks / cross-term-56.5%

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.