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5142.T$1160.00-0.68%
Fair $1160.00+0.0%

5142.T

Achilles Corporation

Basic Materials / ChemicalsTokyo

$1160.00

-8.00 (-0.68%)

Fairly Valued+0.0%Fair Value $1160.00Fund rank 31/100 · Data gapFallback financials|
SA 43/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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 54.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 38/100Data 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

43/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists. ROE is 1.1%, below the 5% threshold
Thesis & Journal · 5142.TLocal privado en este navegador · Achilles 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

$15.9B

P/E

7.5x

↓

EV/EBITDA

6.1x

↓

ROE

1.1%

↑

Gross Margin

18.3%

↓

Debt/Equity

0.37

↑
52-Week Range$1160
$1076$1830

TradingView lightweight chart

5142.T price, volumen y niveles de valoración

Último $1,160Periodo -18.9%
Fair value: $1,160

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

+1.4%

FCF CAGR

-17.1%

FCF margin

3.4%

FCF / Net income

6.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $79.09B · net income $427.0M · FCF $2.69B

2022-FY → 2025-FY

Gross margin

18.3%-2.3% pts

Operating margin

-0.5%-1.7% pts

Net margin

0.5%-1.5% pts

FCF margin

3.4%-2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$79.09B$79.09B$78.61B$82.92B$75.95B
Net Income$427.0M$427.0M$-8.21B$-1.20B$1.52B
EBITDA$3.81B$3.81B$-1.21B$2.13B$5.42B
EPS30.6730.67-560.30-78.2197.12
Gross Margin18.3%18.3%18.0%17.9%20.6%
Operating Margin-0.5%-0.5%-1.2%-0.9%1.1%
Net Margin0.5%0.5%-10.4%-1.5%2.0%
Balance Sheet
Debt/Equity0.370.370.370.240.11
Current Ratio2.072.07———
Cash Flow
Free Cash Flow$2.69B$2.69B$1.88B$-1.07B$4.71B
Returns
ROE1.1%1.1%-20.8%-2.6%3.2%
Valuation
P/E7.497.49——13.39
EV/EBITDA6.076.07—11.943.33
P/B0.410.410.570.460.43
Growth & Yield
Revenue Growth0.6%0.6%-5.2%9.2%—
EPS Growth105.5%105.5%-616.4%-180.5%—
Dividend Yield5.1%5.1%———

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

49.7%

muy exigente

EPS terminal req.

$102.93

Spread vs growth

55.8%

5Y implied EPS CAGR

32.3%

muy exigente

EPS terminal req.

$124.55

Spread vs growth

73.1%

10Y implied EPS CAGR

20.7%

exigente

EPS terminal req.

$200.58

Spread vs growth

84.8%

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 -0.4%

Total return

-0.4%

Start / end P/E

n/dx → n/dx

EPS bridge

-560.30 → 30.67

Residual

-5.5%

EPS growthn/d
Multiple reratingn/d
Dividend+5.1%
Residual / FX / buybacks / cross-term-5.5%

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.