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v0.1
4665.T$4114.00+2.47%
Fair $4114.00+0.0%

4665.T

Duskin Co., Ltd.

Industrials / ConglomeratesTokyo

$4114.00

+99.00 (+2.47%)

Fairly Valued+0.0%Fair Value $4114.00Fund rank 34/100 · Data gapFallback financials|
SA 60/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.7B · quality 65.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

60/100

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 4665.TLocal privado en este navegador · Duskin 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

$193.7B

P/E

21.1x

↑

EV/EBITDA

8.5x

↓

ROE

5.8%

↓

Gross Margin

44.3%

↑

Debt/Equity

0.00

↓
52-Week Range$4114
$3633$4428

TradingView lightweight chart

4665.T price, volumen y niveles de valoración

Último $4,114Periodo +138.4%
Fair value: $4,114

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

+5.0%

FCF CAGR

-21.3%

FCF margin

3.6%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $188.79B · net income $8.81B · FCF $6.79B

2022-FY → 2025-FY

Gross margin

44.3%-1.6% pts

Operating margin

3.9%-2.2% pts

Net margin

4.7%-0.3% pts

FCF margin

3.6%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$188.79B$188.79B$178.78B$170.49B$163.21B
Net Income$8.81B$8.81B$4.59B$7.20B$8.13B
EBITDA$20.83B$20.83B$14.91B$18.33B$19.35B
EPS185.68185.6895.28146.07—
Gross Margin44.3%44.3%42.8%44.6%45.9%
Operating Margin3.9%3.9%2.8%5.1%6.1%
Net Margin4.7%4.7%2.6%4.2%5.0%
Balance Sheet
Debt/Equity0.000.000.010.010.01
Current Ratio1.581.58———
Cash Flow
Free Cash Flow$6.79B$6.79B$2.11B$5.69B$13.95B
Returns
ROE5.8%5.8%3.0%4.8%5.4%
Valuation
P/E21.0521.0534.3621.53—
EV/EBITDA8.518.519.677.525.85
P/B1.291.291.021.020.90
Growth & Yield
Revenue Growth5.6%5.6%4.9%4.5%—
EPS Growth94.9%94.9%-34.8%——
Dividend Yield3.4%3.4%———

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

25.3%

muy exigente

EPS terminal req.

$365.05

Spread vs growth

69.6%

5Y implied EPS CAGR

18.9%

exigente

EPS terminal req.

$441.71

Spread vs growth

76.0%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$711.38

Spread vs growth

80.5%

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 +14.3%

Total return

+14.3%

Start / end P/E

38.9x → 22.2x

EPS bridge

95.28 → 185.68

Residual

-40.9%

EPS growth+94.9%
Multiple rerating-43.1%
Dividend+3.4%
Residual / FX / buybacks / cross-term-40.9%

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.