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4972.T$3460.00+0.29%
Fair $3460.00+0.0%

4972.T

Soken Chemical & Engineering Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$3460.00

+10.00 (+0.29%)

Fairly Valued+0.0%Fair Value $3460.00Fund rank 29/100 · Data gapFallback financials|
SA 70/B
F-Score: 8/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $4.0B · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

70/100

B

Piotroski

8/9

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 · 4972.TLocal privado en este navegador · Soken Chemical & Engineering 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

$57.4B

P/E

14.2x

↓

EV/EBITDA

6.1x

↓

ROE

11.5%

↑

Gross Margin

33.1%

↑

Debt/Equity

0.11

↓
52-Week Range$3460
$1443$3635

TradingView lightweight chart

4972.T price, volumen y niveles de valoración

Último $3,460Periodo +1516.8%
Fair value: $3,460

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

+7.2%

FCF CAGR

+155.4%

FCF margin

8.5%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.63B · net income $4.38B · FCF $4.03B

2022-FY → 2025-FY

Gross margin

33.1%+6.6% pts

Operating margin

13.3%+7.6% pts

Net margin

9.2%+3.9% pts

FCF margin

8.5%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.63B$47.63B$41.32B$38.13B$38.64B
Net Income$4.38B$4.38B$2.63B$1.44B$2.04B
EBITDA$8.70B$8.70B$6.16B$3.91B$4.73B
EPS264.18264.18158.8486.96—
Gross Margin33.1%33.1%30.4%26.7%26.6%
Operating Margin13.3%13.3%9.3%5.3%5.8%
Net Margin9.2%9.2%6.4%3.8%5.3%
Balance Sheet
Debt/Equity0.110.110.130.150.13
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$4.03B$4.03B$3.97B$-1.55B$241.6M
Returns
ROE11.5%11.5%8.0%4.8%7.2%
Valuation
P/E14.1814.189.519.90—
EV/EBITDA6.106.103.523.002.04
P/B1.511.510.760.470.47
Growth & Yield
Revenue Growth15.3%15.3%8.4%-1.3%—
EPS Growth66.3%66.3%82.7%——
Dividend Yield4.3%4.3%———

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

5.1%

razonable

EPS terminal req.

$307.02

Spread vs growth

61.2%

5Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$371.49

Spread vs growth

59.3%

10Y implied EPS CAGR

8.5%

razonable

EPS terminal req.

$598.29

Spread vs growth

57.8%

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 +133.5%

Total return

+133.5%

Start / end P/E

9.5x → 13.1x

EPS bridge

158.84 → 264.18

Residual

+25.1%

EPS growth+66.3%
Multiple rerating+37.8%
Dividend+4.4%
Residual / FX / buybacks / cross-term+25.1%

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.