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4887.T$1732.00-0.97%
Fair $1732.00+0.0%

4887.T

Sawai Group Holdings Co., Ltd.

Healthcare / Drug Manufacturers - Specialty & GenericTokyo

$1732.00

-17.00 (-0.97%)

Fairly Valued+0.0%Fair Value $1732.00Fund rank 24/100 · Data gapFallback financials|
SA 47/C
F-Score: 6/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-1.5B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

47/100

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: 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 · 4887.TLocal privado en este navegador · Sawai Group Holdings 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

$200.0B

P/E

17.4x

↓

EV/EBITDA

7.4x

↓

ROE

13.2%

↑

Gross Margin

29.8%

↓

Debt/Equity

0.53

↑
52-Week Range$1732
$1718$2447

TradingView lightweight chart

4887.T price, volumen y niveles de valoración

Último $1,732Periodo -4.7%
Fair value: $1,732

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

-0.8%

FCF CAGR

-68.7%

FCF margin

0.2%

FCF / Net income

0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $189.02B · net income $22.94B · FCF $337.0M

2022-FY → 2025-FY

Gross margin

29.8%-4.6% pts

Operating margin

11.0%+29.5% pts

Net margin

12.1%+26.7% pts

FCF margin

0.2%-5.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$189.02B$189.02B$176.86B$163.70B$193.82B
Net Income$22.94B$22.94B$13.70B$12.67B$-28.27B
EBITDA$36.20B$36.20B$36.88B$33.93B$-18.70B
EPS184.45184.45103.9396.20—
Gross Margin29.8%29.8%30.7%30.7%34.4%
Operating Margin11.0%11.0%10.5%9.8%-18.5%
Net Margin12.1%12.1%7.7%7.7%-14.6%
Balance Sheet
Debt/Equity0.530.530.390.360.35
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$337.0M$337.0M$-1.50B$-14.12B$10.97B
Returns
ROE13.2%13.2%6.4%6.3%-14.9%
Valuation
P/E17.4017.4018.4212.86—
EV/EBITDA7.407.408.375.98—
P/B1.241.241.190.810.97
Growth & Yield
Revenue Growth6.9%6.9%8.0%-15.5%—
EPS Growth77.5%77.5%8.0%——
Dividend Yield3.2%3.2%———

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

-5.9%

fácil

EPS terminal req.

$153.69

Spread vs growth

83.4%

5Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$185.96

Spread vs growth

77.3%

10Y implied EPS CAGR

5.0%

fácil

EPS terminal req.

$299.49

Spread vs growth

72.5%

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 +2.0%

Total return

+2.0%

Start / end P/E

16.9x → 9.4x

EPS bridge

103.93 → 184.45

Residual

-34.4%

EPS growth+77.5%
Multiple rerating-44.4%
Dividend+3.2%
Residual / FX / buybacks / cross-term-34.4%

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.