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5079.T$2445.00-1.09%
Fair $2445.00+0.0%

5079.T

Novac Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$2445.00

-27.00 (-1.09%)

Fairly Valued+0.0%Fair Value $2445.00Fund rank 30/100 · Data gapFallback financials|
SA 52/C
F-Score: 7/9
Low Profitability

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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $3.0B · quality 53.0/100

Data gap 30/100
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

52/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.2%, below the 5% threshold
Thesis & Journal · 5079.TLocal privado en este navegador · Novac 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

$12.6B

P/E

14.0x

↓

EV/EBITDA

5.5x

↓

ROE

3.2%

↓

Gross Margin

8.8%

↓

Debt/Equity

0.02

↓
52-Week Range$2445
$2418$2940

TradingView lightweight chart

5079.T price, volumen y niveles de valoración

Último $2,445Periodo -2.6%
Fair value: $2,445

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

-8.0%

FCF CAGR

+69.3%

FCF margin

15.6%

FCF / Net income

7.49x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.51B · net income $573.4M · FCF $4.30B

2022-FY → 2025-FY

Gross margin

8.8%-3.8% pts

Operating margin

3.1%-5.2% pts

Net margin

2.1%-3.9% pts

FCF margin

15.6%+13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$27.51B$27.51B$34.43B$31.95B$35.37B
Net Income$573.4M$573.4M$287.4M$2.05B$2.11B
EBITDA$991.9M$991.9M$718.6M$3.08B$3.15B
EPS111.33111.3355.80398.90453.89
Gross Margin8.8%8.8%6.8%12.7%12.6%
Operating Margin3.1%3.1%2.4%8.2%8.3%
Net Margin2.1%2.1%0.8%6.4%6.0%
Balance Sheet
Debt/Equity0.020.020.100.000.00
Current Ratio3.153.15———
Cash Flow
Free Cash Flow$4.30B$4.30B$-10.05B$3.04B$886.1M
Returns
ROE3.2%3.2%1.6%10.9%12.0%
Valuation
P/E14.0114.0155.116.445.08
EV/EBITDA5.545.5416.87-0.41-0.36
P/B0.690.690.860.700.61
Growth & Yield
Revenue Growth-20.1%-20.1%7.8%-9.7%—
EPS Growth99.5%99.5%-86.0%-12.1%—
Dividend Yield4.8%4.8%———

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

24.9%

exigente

EPS terminal req.

$216.95

Spread vs growth

74.6%

5Y implied EPS CAGR

18.7%

exigente

EPS terminal req.

$262.51

Spread vs growth

80.8%

10Y implied EPS CAGR

14.3%

razonable

EPS terminal req.

$422.78

Spread vs growth

85.2%

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 +6.0%

Total return

+6.0%

Start / end P/E

43.3x → 22.0x

EPS bridge

55.80 → 111.33

Residual

-49.1%

EPS growth+99.5%
Multiple rerating-49.3%
Dividend+4.8%
Residual / FX / buybacks / cross-term-49.1%

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.