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5122.T$5650.00+0.89%
Fair $5650.00+0.0%

5122.T

Okamoto Industries, Inc.

Basic Materials / Specialty ChemicalsTokyo

$5650.00

+50.00 (+0.89%)

Fairly Valued+0.0%Fair Value $5650.00Fund rank 36/100 · Data gapFallback financials|
SA 47/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.5B · quality 75.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

47/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 5122.TLocal privado en este navegador · Okamoto Industries, Inc.
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

$96.6B

P/E

20.0x

↑

EV/EBITDA

5.0x

↓

ROE

7.1%

↑

Gross Margin

21.9%

↑

Debt/Equity

0.04

↓
52-Week Range$5650
$4735$6230

TradingView lightweight chart

5122.T price, volumen y niveles de valoración

Último $5,650Periodo +365.0%
Fair value: $5,650

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

+6.8%

FCF CAGR

-23.1%

FCF margin

3.3%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $109.11B · net income $6.67B · FCF $3.65B

2022-FY → 2025-FY

Gross margin

21.9%-2.2% pts

Operating margin

8.0%-0.4% pts

Net margin

6.1%-0.1% pts

FCF margin

3.3%-5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$109.11B$109.11B$106.12B$99.08B$89.58B
Net Income$6.67B$6.67B$7.39B$4.89B$5.58B
EBITDA$12.15B$12.15B$12.19B$10.10B$10.13B
EPS383.35383.35420.34271.06301.32
Gross Margin21.9%21.9%23.1%21.5%24.1%
Operating Margin8.0%8.0%9.5%7.0%8.4%
Net Margin6.1%6.1%7.0%4.9%6.2%
Balance Sheet
Debt/Equity0.040.040.040.040.05
Current Ratio2.432.43———
Cash Flow
Free Cash Flow$3.65B$3.65B$7.29B$4.53B$8.04B
Returns
ROE7.1%7.1%8.3%6.4%7.8%
Valuation
P/E19.9819.9811.7414.4812.81
EV/EBITDA4.974.974.123.974.12
P/B1.041.040.980.930.99
Growth & Yield
Revenue Growth2.8%2.8%7.1%10.6%—
EPS Growth-8.8%-8.8%55.1%-10.0%—
Dividend Yield2.1%2.1%———

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

9.4%

razonable

EPS terminal req.

$501.34

Spread vs growth

-18.2%

5Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$606.63

Spread vs growth

-18.4%

10Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$976.98

Spread vs growth

-18.6%

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 +10.4%

Total return

+10.4%

Start / end P/E

12.4x → 14.7x

EPS bridge

420.34 → 383.35

Residual

-1.6%

EPS growth-8.8%
Multiple rerating+18.7%
Dividend+2.1%
Residual / FX / buybacks / cross-term-1.6%

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.