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4929.T$730.00-0.27%
Fair $730.00+0.0%

4929.T

Adjuvant Holdings Co.,Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$730.00

-2.00 (-0.27%)

Fairly Valued+0.0%Fair Value $730.00Fund rank 26/100 · Data gapFallback financials|
SA 33/D
F-Score: 6/9
Low Profitability

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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $287.9M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

33/100

D

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: 1unknown: 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. ROE is 1.0%, below the 5% threshold
Thesis & Journal · 4929.TLocal privado en este navegador · Adjuvant 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

$5.8B

P/E

40.8x

↑

EV/EBITDA

15.1x

↑

ROE

1.0%

↓

Gross Margin

64.8%

↑

Debt/Equity

0.01

↓
52-Week Range$730
$730$930

TradingView lightweight chart

4929.T price, volumen y niveles de valoración

Último $730.00Periodo +24.7%
Fair value: $730.00

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

-2.5%

FCF CAGR

-8.0%

FCF margin

7.0%

FCF / Net income

7.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.10B · net income $40.7M · FCF $287.9M

2022-FY → 2025-FY

Gross margin

64.8%-1.7% pts

Operating margin

3.1%-5.7% pts

Net margin

1.0%-7.9% pts

FCF margin

7.0%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.10B$4.10B$4.44B$4.38B$4.43B
Net Income$40.7M$40.7M$-99.9M$403.6M$393.2M
EBITDA$242.0M$242.0M$124.0M$341.5M$500.8M
EPS——-12.4950.4649.08
Gross Margin64.8%64.8%64.4%66.6%66.4%
Operating Margin3.1%3.1%-0.0%5.3%8.8%
Net Margin1.0%1.0%-2.3%9.2%8.9%
Balance Sheet
Debt/Equity0.010.010.010.000.01
Current Ratio6.776.77———
Cash Flow
Free Cash Flow$287.9M$287.9M$314.9M$-422.7M$369.4M
Returns
ROE1.0%1.0%-2.4%9.0%9.1%
Valuation
P/E40.8040.80—18.4521.62
EV/EBITDA15.1115.1140.6817.3913.55
P/B1.401.401.691.661.97
Growth & Yield
Revenue Growth-7.7%-7.7%1.4%-1.1%—
EPS Growth——-124.8%2.8%—
Dividend Yield1.6%1.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -2.7%

Total return

-2.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-12.49 → n/d

Residual

-4.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term-4.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.