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5018.T$1944.00-1.37%
Fair $1944.00+0.0%

5018.T

MORESCO Corporation

Basic Materials / Specialty ChemicalsTokyo

$1944.00

-27.00 (-1.37%)

Fairly Valued+0.0%Fair Value $1944.00Fund rank 30/100 · Data gapFallback financials|
SA 64/B
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 $1.6B · 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 30/100Data 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

64/100

B

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 · 5018.TLocal privado en este navegador · MORESCO 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

$17.8B

P/E

11.9x

↓

EV/EBITDA

4.0x

↓

ROE

6.5%

↑

Gross Margin

31.4%

↑

Debt/Equity

0.19

↓
52-Week Range$1944
$1185$2223

TradingView lightweight chart

5018.T price, volumen y niveles de valoración

Último $1,944Periodo +182.6%
Fair value: $1,944

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+4.8%

FCF CAGR

—

FCF margin

6.5%

FCF / Net income

1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.87B · net income $1.52B · FCF $2.26B

2023-FY → 2026-FY

Gross margin

31.4%+4.6% pts

Operating margin

6.8%+5.1% pts

Net margin

4.4%+2.3% pts

FCF margin

6.5%+9.2% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$34.87B$34.87B$34.37B$31.89B$30.33B
Net Income$1.52B$1.52B$1.01B$1.28B$615.0M
EBITDA$3.88B$3.88B$2.95B$3.25B$2.29B
EPS———139.0166.19
Gross Margin31.4%31.4%29.0%28.2%26.8%
Operating Margin6.8%6.8%4.0%3.8%1.7%
Net Margin4.4%4.4%2.9%4.0%2.0%
Balance Sheet
Debt/Equity0.190.190.240.300.15
Current Ratio2.062.06———
Cash Flow
Free Cash Flow$2.26B$2.26B$1.61B$217.0M$-828.0M
Returns
ROE6.5%6.5%4.7%6.4%3.3%
Valuation
P/E11.8611.86—10.0217.53
EV/EBITDA3.993.993.624.094.08
P/B0.760.760.510.640.58
Growth & Yield
Revenue Growth1.4%1.4%7.8%5.1%—
EPS Growth———110.0%—
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%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +66.7%

Total return

+66.7%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+63.9%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term+63.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.