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v0.1
4885.T$981.00-2.19%
Fair $981.00+0.0%

4885.T

Muromachi Chemicals Inc.

Basic Materials / ChemicalsTokyo

$981.00

-22.00 (-2.19%)

Fairly Valued+0.0%Fair Value $981.00Fund rank 30/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $206.9M · quality 52.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

45/100

C

Piotroski

4/9

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 · 4885.TLocal privado en este navegador · Muromachi Chemicals Inc.
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

$3.9B

P/E

10.9x

↓

EV/EBITDA

8.4x

↓

ROE

9.8%

↑

Gross Margin

29.5%

↑

Debt/Equity

0.67

↑
52-Week Range$981
$703$1380

TradingView lightweight chart

4885.T price, volumen y niveles de valoración

Último $981.00Periodo -32.9%
Fair value: $981.00

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

+5.4%

FCF CAGR

—

FCF margin

-1.8%

FCF / Net income

-0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.65B · net income $241.3M · FCF $-120.3M

2022-FY → 2025-FY

Gross margin

29.5%-1.0% pts

Operating margin

6.5%-1.2% pts

Net margin

3.6%-4.4% pts

FCF margin

-1.8%-8.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.65B$6.65B$6.37B$6.29B$5.68B
Net Income$241.3M$241.3M$330.2M$256.3M$456.3M
EBITDA$540.8M$540.8M$623.2M$490.9M$543.8M
EPS59.4959.4981.8664.12112.56
Gross Margin29.5%29.5%29.1%27.8%30.5%
Operating Margin6.5%6.5%6.6%5.9%7.7%
Net Margin3.6%3.6%5.2%4.1%8.0%
Balance Sheet
Debt/Equity0.670.670.630.821.00
Cash Flow
Free Cash Flow$-120.3M$-120.3M$398.5M$206.9M$354.6M
Returns
ROE9.8%9.8%14.5%13.4%27.1%
Valuation
P/E10.9410.948.3111.887.34
EV/EBITDA8.458.455.027.677.67
P/B1.621.621.211.591.99
Growth & Yield
Revenue Growth4.5%4.5%1.2%10.7%—
EPS Growth-27.3%-27.3%27.7%-43.0%—
Dividend Yield2.6%2.6%———

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

13.5%

razonable

EPS terminal req.

$87.05

Spread vs growth

-40.9%

5Y implied EPS CAGR

12.1%

razonable

EPS terminal req.

$105.33

Spread vs growth

-39.4%

10Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$169.63

Spread vs growth

-38.4%

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 +12.0%

Total return

+12.0%

Start / end P/E

11.0x → 16.5x

EPS bridge

81.86 → 59.49

Residual

-13.8%

EPS growth-27.3%
Multiple rerating+50.5%
Dividend+2.6%
Residual / FX / buybacks / cross-term-13.8%

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.