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4635.T$1204.00-1.71%
Fair $1204.00+0.0%

4635.T

Tokyo Printing Ink Mfg. Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1204.00

-21.00 (-1.71%)

Fairly Valued+0.0%Fair Value $1204.00Fund rank 26/100 · Data gapFallback financials|
SA 54/C
F-Score: 8/9
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 18%

FCF escenarios

weak_data · normalized FCF $126.0M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

54/100

C

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: 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 4.0%, below the 5% threshold
Thesis & Journal · 4635.TLocal privado en este navegador · Tokyo Printing Ink Mfg. 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

$15.0B

P/E

8.2x

↓

EV/EBITDA

6.2x

↓

ROE

4.0%

↑

Gross Margin

15.3%

↓

Debt/Equity

0.23

↑
52-Week Range$1204
$808$1850

TradingView lightweight chart

4635.T price, volumen y niveles de valoración

Último $1,204Periodo +145.7%
Fair value: $1,204

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

+4.2%

FCF CAGR

—

FCF margin

0.3%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.81B · net income $1.18B · FCF $126.0M

2022-FY → 2025-FY

Gross margin

15.3%-1.0% pts

Operating margin

2.8%+1.2% pts

Net margin

2.5%+0.8% pts

FCF margin

0.3%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.81B$46.81B$43.92B$43.41B$41.40B
Net Income$1.18B$1.18B$881.0M$1.65B$725.0M
EBITDA$3.10B$3.10B$2.50B$4.28B$2.47B
EPS88.9888.9867.16125.4955.35
Gross Margin15.3%15.3%14.8%13.5%16.3%
Operating Margin2.8%2.8%1.8%-0.0%1.6%
Net Margin2.5%2.5%2.0%3.8%1.8%
Balance Sheet
Debt/Equity0.230.230.260.280.36
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$126.0M$126.0M$408.0M$-2.16B$-190.0M
Returns
ROE4.0%4.0%3.0%6.1%2.8%
Valuation
P/E8.168.1610.194.298.34
EV/EBITDA6.196.195.122.624.71
P/B0.540.540.310.260.24
Growth & Yield
Revenue Growth6.6%6.6%1.2%4.8%—
EPS Growth32.5%32.5%-46.5%126.7%—
Dividend Yield5.7%5.7%———

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

6.3%

razonable

EPS terminal req.

$106.83

Spread vs growth

26.2%

5Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$129.27

Spread vs growth

24.7%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$208.19

Spread vs growth

23.6%

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 +52.9%

Total return

+52.9%

Start / end P/E

12.2x → 13.5x

EPS bridge

67.16 → 88.98

Residual

+3.6%

EPS growth+32.5%
Multiple rerating+11.1%
Dividend+5.7%
Residual / FX / buybacks / cross-term+3.6%

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.