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5262.T$1016.00-0.68%
Fair $1016.00+0.0%

5262.T

Nippon Hume Corporation

Industrials / Building Products & EquipmentTokyo

$1016.00

-7.00 (-0.68%)

Fairly Valued+0.0%Fair Value $1016.00Fund rank 33/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $897.2M · quality 63.3/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

61/100

B

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: 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 · 5262.TLocal privado en este navegador · Nippon Hume 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

$51.8B

P/E

14.0x

↓

EV/EBITDA

7.8x

↓

ROE

7.1%

↑

Gross Margin

19.6%

↓

Debt/Equity

0.02

↓
52-Week Range$1016
$798$2690

TradingView lightweight chart

5262.T price, volumen y niveles de valoración

Último $1,030Periodo +967.4%
Fair value: $1,016

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

+7.9%

FCF CAGR

-2.7%

FCF margin

2.4%

FCF / Net income

0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $37.06B · net income $3.05B · FCF $897.2M

2022-FY → 2025-FY

Gross margin

19.6%+0.8% pts

Operating margin

5.5%+0.5% pts

Net margin

8.2%+1.0% pts

FCF margin

2.4%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$37.06B$37.06B$33.73B$31.88B$29.50B
Net Income$3.05B$3.05B$1.91B$1.64B$2.14B
EBITDA$4.60B$4.60B$3.30B$2.76B$3.50B
EPS64.9764.9739.9534.0643.98
Gross Margin19.6%19.6%17.5%16.8%18.8%
Operating Margin5.5%5.5%4.1%3.9%4.9%
Net Margin8.2%8.2%5.7%5.2%7.2%
Balance Sheet
Debt/Equity0.020.020.040.030.03
Current Ratio3.103.10———
Cash Flow
Free Cash Flow$897.2M$897.2M$2.77B$650.0M$972.9M
Returns
ROE7.1%7.1%4.6%4.3%5.8%
Valuation
P/E14.0314.0310.3611.147.71
EV/EBITDA7.777.772.102.501.25
P/B1.121.120.480.480.45
Growth & Yield
Revenue Growth9.9%9.9%5.8%8.1%—
EPS Growth62.6%62.6%17.3%-22.5%—
Dividend Yield2.5%2.5%———

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

11.5%

razonable

EPS terminal req.

$90.15

Spread vs growth

51.1%

5Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$109.09

Spread vs growth

51.7%

10Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$175.68

Spread vs growth

52.1%

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 +26.8%

Total return

+26.8%

Start / end P/E

20.7x → 15.9x

EPS bridge

39.95 → 64.97

Residual

-14.7%

EPS growth+62.6%
Multiple rerating-23.5%
Dividend+2.5%
Residual / FX / buybacks / cross-term-14.7%

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.