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v0.1
4985.T$4645.00-1.17%
Fair $4645.00+0.0%

4985.T

Earth Corporation

Consumer Defensive / Household & Personal ProductsTokyo

$4645.00

-55.00 (-1.17%)

Fairly Valued+0.0%Fair Value $4645.00Fund rank 30/100 · 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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $6.6B · quality 52.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 4985.TLocal privado en este navegador · Earth Corporation
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

$101.5B

P/E

19.3x

↑

EV/EBITDA

6.6x

↓

ROE

7.0%

↑

Gross Margin

41.7%

↑

Debt/Equity

0.10

↓
52-Week Range$4645
$4475$5570

TradingView lightweight chart

4985.T price, volumen y niveles de valoración

Último $4,645Periodo +68.3%
Fair value: $4,645

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

+5.6%

FCF CAGR

—

FCF margin

3.7%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $179.18B · net income $5.24B · FCF $6.62B

2022-FY → 2025-FY

Gross margin

41.7%+0.7% pts

Operating margin

4.5%-0.4% pts

Net margin

2.9%-0.6% pts

FCF margin

3.7%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$179.18B$179.18B$169.28B$158.34B$152.34B
Net Income$5.24B$5.24B$3.48B$4.10B$5.30B
EBITDA$12.92B$12.92B$10.55B$10.83B$12.36B
EPS240.00240.00158.26185.39240.47
Gross Margin41.7%41.7%40.7%40.2%41.0%
Operating Margin4.5%4.5%3.8%4.0%4.9%
Net Margin2.9%2.9%2.1%2.6%3.5%
Balance Sheet
Debt/Equity0.100.100.070.150.04
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$6.62B$6.62B$9.20B$1.48B$-1.99B
Returns
ROE7.0%7.0%5.0%6.2%8.4%
Valuation
P/E19.3419.3435.3824.4420.65
EV/EBITDA6.646.6410.518.567.84
P/B1.351.351.791.511.74
Growth & Yield
Revenue Growth5.9%5.9%6.9%3.9%—
EPS Growth51.6%51.6%-14.6%-22.9%—
Dividend Yield2.8%2.8%———

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

19.8%

exigente

EPS terminal req.

$412.17

Spread vs growth

31.9%

5Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$498.72

Spread vs growth

35.9%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$803.20

Spread vs growth

38.8%

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 -1.9%

Total return

-1.9%

Start / end P/E

30.8x → 19.4x

EPS bridge

158.26 → 240.00

Residual

-19.2%

EPS growth+51.6%
Multiple rerating-37.1%
Dividend+2.8%
Residual / FX / buybacks / cross-term-19.2%

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.