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4971.T$10930.00-1.53%
Fair $10930.00+0.0%

4971.T

MEC Company Ltd.

Basic Materials / Specialty ChemicalsTokyo

$10930.00

-170.00 (-1.53%)

Fairly Valued+0.0%Fair Value $10930.00Fund rank 28/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 $1.2B · quality 45.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

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: 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 · 4971.TLocal privado en este navegador · MEC Company 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

$199.6B

P/E

40.2x

↑

EV/EBITDA

26.2x

↑

ROE

16.5%

↑

Gross Margin

62.0%

↑

Debt/Equity

N/A

•
52-Week Range$10930
$2385$12230

TradingView lightweight chart

4971.T price, volumen y niveles de valoración

Último $10,930Periodo +5729.3%
Fair value: $10,930

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

+8.7%

FCF CAGR

-27.8%

FCF margin

5.8%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.95B · net income $5.03B · FCF $1.21B

2022-FY → 2025-FY

Gross margin

62.0%+1.9% pts

Operating margin

27.4%+2.9% pts

Net margin

24.0%+5.2% pts

FCF margin

5.8%-13.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.95B$20.95B$18.23B$14.02B$16.33B
Net Income$5.03B$5.03B$2.29B$2.30B$3.06B
EBITDA$7.30B$7.30B$5.49B$3.99B$4.98B
EPS272.14272.14122.29122.29161.22
Gross Margin62.0%62.0%60.9%59.3%60.0%
Operating Margin27.4%27.4%25.0%17.8%24.5%
Net Margin24.0%24.0%12.6%16.4%18.8%
Balance Sheet
Current Ratio2.902.90———
Cash Flow
Free Cash Flow$1.21B$1.21B$3.44B$58.9M$3.21B
Returns
ROE16.5%16.5%8.5%9.3%13.1%
Valuation
P/E40.1940.1928.6634.4713.12
EV/EBITDA26.2426.249.8817.706.17
P/B6.636.632.443.211.72
Growth & Yield
Revenue Growth14.9%14.9%30.1%-14.1%—
EPS Growth122.5%122.5%0.0%-24.1%—
Dividend Yield1.0%1.0%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

52.7%

muy exigente

EPS terminal req.

$969.86

Spread vs growth

69.8%

5Y implied EPS CAGR

33.9%

muy exigente

EPS terminal req.

$1173.52

Spread vs growth

88.6%

10Y implied EPS CAGR

21.4%

exigente

EPS terminal req.

$1889.97

Spread vs growth

101.2%

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 +353.0%

Total return

+353.0%

Start / end P/E

19.8x → 40.2x

EPS bridge

122.29 → 272.14

Residual

+126.4%

EPS growth+122.5%
Multiple rerating+103.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term+126.4%

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.