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4956.T$1364.00-1.94%
Fair $1364.00+0.0%

4956.T

Konishi Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$1364.00

-27.00 (-1.94%)

Fairly Valued+0.0%Fair Value $1364.00Fund rank 30/100 · Data gapFallback financials|
SA 57/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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 55.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

57/100

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 · 4956.TLocal privado en este navegador · Konishi 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

$85.1B

P/E

10.9x

↓

EV/EBITDA

5.1x

↓

ROE

9.4%

↑

Gross Margin

20.3%

↑

Debt/Equity

0.00

↓
52-Week Range$1364
$1082$1488

TradingView lightweight chart

4956.T price, volumen y niveles de valoración

Último $1,364Periodo +496.3%
Fair value: $1,364

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

+6.1%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $135.88B · net income $8.08B · FCF $-846.0M

2022-FY → 2025-FY

Gross margin

20.3%+0.1% pts

Operating margin

7.8%+1.4% pts

Net margin

5.9%+1.4% pts

FCF margin

-0.6%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$135.88B$135.88B$132.97B$123.34B$113.67B
Net Income$8.08B$8.08B$7.34B$10.03B$5.13B
EBITDA$13.72B$13.72B$13.00B$17.22B$10.48B
EPS121.03121.03108.87140.97—
Gross Margin20.3%20.3%20.0%19.1%20.2%
Operating Margin7.8%7.8%7.7%6.0%6.4%
Net Margin5.9%5.9%5.5%8.1%4.5%
Balance Sheet
Debt/Equity0.000.000.000.000.01
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$-846.0M$-846.0M$2.05B$3.21B$3.11B
Returns
ROE9.4%9.4%9.2%13.0%7.5%
Valuation
P/E10.9210.9213.716.52—
EV/EBITDA5.125.125.721.952.62
P/B1.061.061.260.850.77
Growth & Yield
Revenue Growth2.2%2.2%7.8%8.5%—
EPS Growth11.2%11.2%-22.8%——
Dividend Yield2.7%2.7%———

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

0.0%

fácil

EPS terminal req.

$121.03

Spread vs growth

11.2%

5Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$146.45

Spread vs growth

7.3%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$235.86

Spread vs growth

4.3%

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 +24.6%

Total return

+24.6%

Start / end P/E

10.3x → 11.3x

EPS bridge

108.87 → 121.03

Residual

+1.1%

EPS growth+11.2%
Multiple rerating+9.6%
Dividend+2.7%
Residual / FX / buybacks / cross-term+1.1%

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.