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5194.T$642.00-0.47%
Fair $642.00+0.0%

5194.T

Sagami Rubber Industries Co., Ltd.

Consumer Defensive / Household & Personal ProductsTokyo

$642.00

-3.00 (-0.47%)

Fairly Valued+0.0%Fair Value $642.00Fund rank 35/100 · Data gapFallback financials|
SA 43/C
F-Score: 6/9
Margin CompressionLow 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $692.0M · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 3.6%, below the 5% threshold
Thesis & Journal · 5194.TLocal privado en este navegador · Sagami Rubber Industries 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

$7.0B

P/E

24.6x

↑

EV/EBITDA

7.3x

↓

ROE

3.6%

↓

Gross Margin

25.8%

↓

Debt/Equity

0.52

↑
52-Week Range$642
$603$979

TradingView lightweight chart

5194.T price, volumen y niveles de valoración

Último $642.00Periodo +44.6%
Fair value: $642.00

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

+1.7%

FCF CAGR

+44.3%

FCF margin

12.2%

FCF / Net income

1.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.69B · net income $392.5M · FCF $692.0M

2022-FY → 2025-FY

Gross margin

25.8%-15.5% pts

Operating margin

-0.6%-20.7% pts

Net margin

6.9%-13.4% pts

FCF margin

12.2%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.69B$5.69B$6.11B$5.98B$5.41B
Net Income$392.5M$392.5M$41.0M$673.5M$1.10B
EBITDA$1.47B$1.47B$1.14B$1.75B$2.00B
EPS36.1636.163.7762.04101.10
Gross Margin25.8%25.8%29.9%31.6%41.4%
Operating Margin-0.6%-0.6%7.1%11.0%20.1%
Net Margin6.9%6.9%0.7%11.3%20.3%
Balance Sheet
Debt/Equity0.520.520.580.660.75
Current Ratio0.920.92———
Cash Flow
Free Cash Flow$692.0M$692.0M$241.5M$711.9M$230.3M
Returns
ROE3.6%3.6%0.4%7.0%12.7%
Valuation
P/E24.5724.57250.1313.067.88
EV/EBITDA7.287.2812.947.616.81
P/B0.640.641.040.911.00
Growth & Yield
Revenue Growth-6.9%-6.9%2.1%10.5%—
EPS Growth859.2%859.2%-93.9%-38.6%—
Dividend Yield1.6%1.6%———

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

16.4%

exigente

EPS terminal req.

$56.97

Spread vs growth

842.8%

5Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$68.93

Spread vs growth

845.4%

10Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$111.01

Spread vs growth

847.3%

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 -27.3%

Total return

-27.3%

Start / end P/E

239.5x → 17.8x

EPS bridge

3.77 → 36.16

Residual

-795.5%

EPS growth+859.2%
Multiple rerating-92.6%
Dividend+1.6%
Residual / FX / buybacks / cross-term-795.5%

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.