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4931.T$1871.00-1.01%
Fair $1871.00+0.0%

4931.T

Shinnihonseiyaku Co., Ltd.

Consumer Cyclical / Specialty RetailTokyo

$1871.00

-19.00 (-1.01%)

Fairly Valued+0.0%Fair Value $1871.00Fund rank 37/100 · Data gapFallback financials|
SA 50/C
F-Score: 5/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.3B · quality 76.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

50/100

C

Piotroski

5/9

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 · 4931.TLocal privado en este navegador · Shinnihonseiyaku 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

$39.6B

P/E

12.2x

↓

EV/EBITDA

4.8x

↓

ROE

11.2%

↑

Gross Margin

80.0%

↑

Debt/Equity

0.00

↓
52-Week Range$1871
$1863$2525

TradingView lightweight chart

4931.T price, volumen y niveles de valoración

Último $1,871Periodo +15.9%
Fair value: $1,871

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

+4.4%

FCF CAGR

+33.0%

FCF margin

10.9%

FCF / Net income

1.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $41.14B · net income $2.55B · FCF $4.49B

2022-FY → 2025-FY

Gross margin

80.0%-1.5% pts

Operating margin

11.6%+1.9% pts

Net margin

6.2%-0.3% pts

FCF margin

10.9%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$41.14B$41.14B$40.04B$37.65B$36.11B
Net Income$2.55B$2.55B$2.79B$2.39B$2.36B
EBITDA$4.48B$4.48B$4.50B$3.97B$3.91B
EPS——129.29110.81109.12
Gross Margin80.0%80.0%79.4%80.5%81.4%
Operating Margin11.6%11.6%10.4%10.0%9.8%
Net Margin6.2%6.2%7.0%6.4%6.5%
Balance Sheet
Debt/Equity0.000.000.010.020.10
Current Ratio5.405.40———
Cash Flow
Free Cash Flow$4.49B$4.49B$1.67B$3.26B$1.91B
Returns
ROE11.2%11.2%12.8%12.2%13.2%
Valuation
P/E12.2412.2413.2013.6613.81
EV/EBITDA4.804.804.624.455.13
P/B1.731.731.691.661.82
Growth & Yield
Revenue Growth2.7%2.7%6.3%4.3%—
EPS Growth——16.7%1.5%—
Dividend Yield3.0%3.0%———

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 -12.0%

Total return

-12.0%

Start / end P/E

n/dx → n/dx

EPS bridge

129.29 → n/d

Residual

-15.0%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term-15.0%

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.