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4919.T$2582.00-0.88%
Fair $2582.00+0.0%

4919.T

Milbon Co., Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$2582.00

-23.00 (-0.88%)

Fairly Valued+0.0%Fair Value $2582.00Fund rank 29/100 · Data gapFallback financials|
SA 31/D
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.0B · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

31/100

D

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4919.TLocal privado en este navegador · Milbon 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

$82.1B

P/E

24.3x

↑

EV/EBITDA

9.0x

↑

ROE

7.0%

↑

Gross Margin

62.8%

↑

Debt/Equity

N/A

•
52-Week Range$2582
$2303$2845

TradingView lightweight chart

4919.T price, volumen y niveles de valoración

Último $2,582Periodo +139.4%
Fair value: $2,582

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

+5.3%

FCF CAGR

+20.0%

FCF margin

3.9%

FCF / Net income

0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.86B · net income $3.44B · FCF $2.05B

2022-FY → 2025-FY

Gross margin

62.8%-2.5% pts

Operating margin

10.7%-6.0% pts

Net margin

6.5%-5.8% pts

FCF margin

3.9%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$52.86B$52.86B$51.32B$47.76B$45.24B
Net Income$3.44B$3.44B$5.02B$4.00B$5.58B
EBITDA$7.97B$7.97B$9.13B$7.80B$9.63B
EPS106.26106.26154.12122.99171.49
Gross Margin62.8%62.8%63.5%61.8%65.2%
Operating Margin10.7%10.7%13.3%11.6%16.7%
Net Margin6.5%6.5%9.8%8.4%12.3%
Balance Sheet
Current Ratio3.843.84———
Cash Flow
Free Cash Flow$2.05B$2.05B$5.09B$1.56B$1.19B
Returns
ROE7.0%7.0%10.3%8.7%12.7%
Valuation
P/E24.2924.2922.7429.4732.65
EV/EBITDA9.009.0010.9913.6617.63
P/B1.701.702.342.574.14
Growth & Yield
Revenue Growth3.0%3.0%7.4%5.6%—
EPS Growth-31.1%-31.1%25.3%-28.3%—
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

29.2%

muy exigente

EPS terminal req.

$229.11

Spread vs growth

-60.2%

5Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$277.22

Spread vs growth

-52.2%

10Y implied EPS CAGR

15.4%

exigente

EPS terminal req.

$446.47

Spread vs growth

-46.5%

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 +9.5%

Total return

+9.5%

Start / end P/E

15.8x → 24.3x

EPS bridge

154.12 → 106.26

Residual

-16.8%

EPS growth-31.1%
Multiple rerating+54.0%
Dividend+3.4%
Residual / FX / buybacks / cross-term-16.8%

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.