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5210.T$2530.00+0.98%
Fair $2530.00+0.0%

5210.T

Nihon Yamamura Glass Co., Ltd.

Consumer Cyclical / Packaging & ContainersTokyo

$2530.00

+25.00 (+0.98%)

Fairly Valued+0.0%Fair Value $2530.00Fund rank 28/100 · Data gapFallback financials|
SA 41/C
F-Score: 4/9

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 $642.0M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

41/100

C

Piotroski

4/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5210.TLocal privado en este navegador · Nihon Yamamura Glass 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

$25.9B

P/E

7.9x

↓

EV/EBITDA

6.1x

↓

ROE

5.1%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.44

↑
52-Week Range$2530
$2374$4020

TradingView lightweight chart

5210.T price, volumen y niveles de valoración

Último $2,580Periodo +62.3%
Fair value: $2,530

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

+4.5%

FCF CAGR

-44.5%

FCF margin

0.9%

FCF / Net income

0.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $73.34B · net income $2.77B · FCF $642.0M

2022-FY → 2025-FY

Gross margin

19.3%+2.1% pts

Operating margin

4.2%+3.5% pts

Net margin

3.8%+18.8% pts

FCF margin

0.9%-5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$73.34B$73.34B$72.87B$68.14B$64.29B
Net Income$2.77B$2.77B$12.26B$-3.01B$-9.65B
EBITDA$6.42B$6.42B$18.14B$320.0M$-4.03B
EPS271.54271.541200.73-294.52—
Gross Margin19.3%19.3%20.9%15.1%17.2%
Operating Margin4.2%4.2%6.1%-0.2%0.7%
Net Margin3.8%3.8%16.8%-4.4%-15.0%
Balance Sheet
Debt/Equity0.440.440.440.860.84
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$642.0M$642.0M$3.19B$-145.0M$3.76B
Returns
ROE5.1%5.1%23.8%-8.1%-24.2%
Valuation
P/E7.917.911.34——
EV/EBITDA6.106.101.5696.92—
P/B0.470.470.320.180.20
Growth & Yield
Revenue Growth0.6%0.6%7.0%6.0%—
EPS Growth-77.4%-77.4%507.7%——
Dividend Yield5.8%5.8%———

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

-6.1%

fácil

EPS terminal req.

$224.50

Spread vs growth

-71.2%

5Y implied EPS CAGR

0.0%

fácil

EPS terminal req.

$271.64

Spread vs growth

-77.4%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$437.48

Spread vs growth

-82.3%

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 +11.4%

Total return

+11.4%

Start / end P/E

2.0x → 9.5x

EPS bridge

1200.73 → 271.54

Residual

-284.0%

EPS growth-77.4%
Multiple rerating+367.0%
Dividend+5.8%
Residual / FX / buybacks / cross-term-284.0%

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.