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4914.T$1079.00-1.28%
Fair $1079.00+0.0%

4914.T

Takasago International Corporation

Basic Materials / Specialty ChemicalsTokyo

$1079.00

-14.00 (-1.28%)

Fairly Valued+0.0%Fair Value $1079.00Fund rank 29/100 · Data gapFallback financials|
SA 53/C
F-Score: 7/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 54.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

53/100

C

Piotroski

7/9

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 · 4914.TLocal privado en este navegador · Takasago International Corporation
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

$105.2B

P/E

11.0x

↓

EV/EBITDA

4.9x

↓

ROE

9.2%

↑

Gross Margin

33.8%

↑

Debt/Equity

0.42

↑
52-Week Range$1079
$1065$1760

TradingView lightweight chart

4914.T price, volumen y niveles de valoración

Último $1,079Periodo +168.4%
Fair value: $1,079

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

+12.2%

FCF CAGR

+23.5%

FCF margin

2.9%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $229.21B · net income $13.32B · FCF $6.63B

2022-FY → 2025-FY

Gross margin

33.8%+2.3% pts

Operating margin

6.7%+1.3% pts

Net margin

5.8%+0.3% pts

FCF margin

2.9%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$229.21B$229.21B$195.94B$186.79B$162.44B
Net Income$13.32B$13.32B$2.70B$7.39B$8.91B
EBITDA$26.52B$26.52B$13.34B$16.40B$18.39B
EPS136.78136.7827.7275.32—
Gross Margin33.8%33.8%28.8%29.1%31.5%
Operating Margin6.7%6.7%1.2%3.2%5.4%
Net Margin5.8%5.8%1.4%4.0%5.5%
Balance Sheet
Debt/Equity0.420.420.380.370.40
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$6.63B$6.63B$2.33B$-589.0M$3.52B
Returns
ROE9.2%9.2%2.1%6.2%8.2%
Valuation
P/E11.0411.0425.116.67—
EV/EBITDA4.914.917.384.824.30
P/B0.730.730.520.410.48
Growth & Yield
Revenue Growth17.0%17.0%4.9%15.0%—
EPS Growth393.4%393.4%-63.2%——
Dividend Yield4.8%4.8%———

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

-11.2%

fácil

EPS terminal req.

$95.74

Spread vs growth

404.6%

5Y implied EPS CAGR

-3.3%

fácil

EPS terminal req.

$115.85

Spread vs growth

396.7%

10Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$186.58

Spread vs growth

390.2%

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 -10.1%

Total return

-10.1%

Start / end P/E

45.7x → 7.9x

EPS bridge

27.72 → 136.78

Residual

-325.5%

EPS growth+393.4%
Multiple rerating-82.8%
Dividend+4.8%
Residual / FX / buybacks / cross-term-325.5%

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.