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5268.T$883.00-3.81%
Fair $883.00+0.0%

5268.T

Asahi Concrete Works Co., Ltd.

Industrials / Building Products & EquipmentTokyo

$883.00

-35.00 (-3.81%)

Fairly Valued+0.0%Fair Value $883.00Fund rank 36/100 · Data gapFallback financials|
SA 60/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $489.5M · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 3.4%, below the 5% threshold
Thesis & Journal · 5268.TLocal privado en este navegador · Asahi Concrete Works 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

$11.6B

P/E

25.5x

↑

EV/EBITDA

8.4x

↓

ROE

3.4%

↓

Gross Margin

21.1%

↓

Debt/Equity

0.06

↓
52-Week Range$883
$568$1400

TradingView lightweight chart

5268.T price, volumen y niveles de valoración

Último $883.00Periodo +193.4%
Fair value: $883.00

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

+3.7%

FCF CAGR

+43.6%

FCF margin

8.0%

FCF / Net income

1.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.22B · net income $411.7M · FCF $577.7M

2022-FY → 2025-FY

Gross margin

21.1%+1.0% pts

Operating margin

7.7%+2.0% pts

Net margin

5.7%+0.9% pts

FCF margin

8.0%+5.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.22B$7.22B$7.07B$6.58B$6.47B
Net Income$411.7M$411.7M$337.6M$311.6M$309.9M
EBITDA$836.6M$836.6M$737.3M$692.9M$690.8M
EPS31.3031.3025.6823.7023.57
Gross Margin21.1%21.1%19.3%19.8%20.1%
Operating Margin7.7%7.7%5.8%5.2%5.7%
Net Margin5.7%5.7%4.8%4.7%4.8%
Balance Sheet
Debt/Equity0.060.060.060.070.07
Current Ratio3.513.51———
Cash Flow
Free Cash Flow$577.7M$577.7M$211.6M$489.5M$195.2M
Returns
ROE3.4%3.4%3.1%3.0%3.0%
Valuation
P/E25.5125.5127.8428.9030.04
EV/EBITDA8.388.386.826.987.76
P/B0.960.960.870.870.91
Growth & Yield
Revenue Growth2.1%2.1%7.4%1.8%—
EPS Growth21.9%21.9%8.4%0.6%—
Dividend Yield1.5%1.5%———

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

35.8%

muy exigente

EPS terminal req.

$78.35

Spread vs growth

-13.9%

5Y implied EPS CAGR

24.8%

exigente

EPS terminal req.

$94.81

Spread vs growth

-2.9%

10Y implied EPS CAGR

17.2%

exigente

EPS terminal req.

$152.68

Spread vs growth

4.7%

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 +54.8%

Total return

+54.8%

Start / end P/E

22.4x → 28.2x

EPS bridge

25.68 → 31.30

Residual

+5.6%

EPS growth+21.9%
Multiple rerating+25.8%
Dividend+1.5%
Residual / FX / buybacks / cross-term+5.6%

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.