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5011.T$1955.00-1.79%
Fair $1955.00+0.0%

5011.T

Nichireki Group Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$1955.00

-36.00 (-1.79%)

Fairly Valued+0.0%Fair Value $1955.00Fund rank 29/100 · Data gapFallback financials|
SA 44/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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

44/100

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 · 5011.TLocal privado en este navegador · Nichireki Group 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

$55.6B

P/E

13.1x

↓

EV/EBITDA

4.7x

↓

ROE

6.3%

↑

Gross Margin

22.9%

↓

Debt/Equity

0.26

↓
52-Week Range$1955
$1934$3150

TradingView lightweight chart

5011.T price, volumen y niveles de valoración

Último $1,975Periodo +361.4%
Fair value: $1,955

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

-1.0%

FCF CAGR

—

FCF margin

-10.2%

FCF / Net income

-1.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $75.75B · net income $4.85B · FCF $-7.73B

2022-FY → 2025-FY

Gross margin

22.9%-0.6% pts

Operating margin

8.3%-2.7% pts

Net margin

6.4%-2.3% pts

FCF margin

-10.2%-15.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$75.75B$75.75B$73.83B$78.40B$78.00B
Net Income$4.85B$4.85B$4.49B$6.28B$6.81B
EBITDA$9.70B$9.70B$9.08B$11.41B$11.95B
EPS164.90164.90152.74205.73222.91
Gross Margin22.9%22.9%22.3%22.3%23.5%
Operating Margin8.3%8.3%8.2%9.7%11.0%
Net Margin6.4%6.4%6.1%8.0%8.7%
Balance Sheet
Debt/Equity0.260.260.020.020.02
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$-7.73B$-7.73B$3.05B$3.38B$4.36B
Returns
ROE6.3%6.3%6.0%8.7%10.0%
Valuation
P/E13.0613.0615.907.255.37
EV/EBITDA4.724.725.201.730.77
P/B0.740.740.950.630.54
Growth & Yield
Revenue Growth2.6%2.6%-5.8%0.5%—
EPS Growth8.0%8.0%-25.8%-7.7%—
Dividend Yield4.6%4.6%———

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

1.7%

fácil

EPS terminal req.

$173.47

Spread vs growth

6.3%

5Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$209.90

Spread vs growth

3.0%

10Y implied EPS CAGR

7.4%

razonable

EPS terminal req.

$338.05

Spread vs growth

0.5%

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 -14.6%

Total return

-14.6%

Start / end P/E

16.0x → 12.0x

EPS bridge

152.74 → 164.90

Residual

-2.0%

EPS growth+8.0%
Multiple rerating-25.1%
Dividend+4.6%
Residual / FX / buybacks / cross-term-2.0%

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.