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5218.T$1536.00-1.92%
Fair $1536.00+0.0%

5218.T

Ohara Inc.

Technology / Electronic ComponentsTokyo

$1536.00

-30.00 (-1.92%)

Fairly Valued+0.0%Fair Value $1536.00Fund rank 27/100 · Data gapFallback financials|
SA 60/B
F-Score: 5/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $136.0M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

60/100

B

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: 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 3.3%, below the 5% threshold
Thesis & Journal · 5218.TLocal privado en este navegador · Ohara 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

$36.5B

P/E

21.6x

↑

EV/EBITDA

6.3x

↓

ROE

3.3%

↓

Gross Margin

29.6%

↓

Debt/Equity

0.11

↓
52-Week Range$1536
$997$1635

TradingView lightweight chart

5218.T price, volumen y niveles de valoración

Último $1,536Periodo -36.5%
Fair value: $1,536

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

+0.7%

FCF CAGR

—

FCF margin

-3.0%

FCF / Net income

-0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.90B · net income $1.73B · FCF $-857.5M

2022-FY → 2025-FY

Gross margin

29.6%-2.9% pts

Operating margin

6.2%-4.3% pts

Net margin

6.0%-1.5% pts

FCF margin

-3.0%-5.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$28.90B$28.90B$27.91B$28.12B$28.30B
Net Income$1.73B$1.73B$1.57B$1.57B$2.12B
EBITDA$4.57B$4.57B$4.12B$4.18B$4.96B
EPS——64.3664.5486.90
Gross Margin29.6%29.6%31.5%31.8%32.5%
Operating Margin6.2%6.2%7.8%7.9%10.5%
Net Margin6.0%6.0%5.6%5.6%7.5%
Balance Sheet
Debt/Equity0.110.110.120.140.13
Current Ratio4.044.04———
Cash Flow
Free Cash Flow$-857.5M$-857.5M$1.07B$136.0M$824.0M
Returns
ROE3.3%3.3%3.1%3.3%4.7%
Valuation
P/E21.6021.6020.2620.1914.32
EV/EBITDA6.286.285.455.634.39
P/B0.720.720.630.670.67
Growth & Yield
Revenue Growth3.5%3.5%-0.8%-0.6%—
EPS Growth——-0.3%-25.7%—
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%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +50.3%

Total return

+50.3%

Start / end P/E

n/dx → n/dx

EPS bridge

64.36 → n/d

Residual

+48.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+48.7%

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.