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5279.T$1110.00-1.68%
Fair $1110.00+0.0%

5279.T

Nihon Kogyo Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$1110.00

-19.00 (-1.68%)

Fairly Valued+0.0%Fair Value $1110.00Fund rank 32/100 · Data gapFallback financials|
SA 51/C
F-Score: 8/9
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $357.4M · quality 61.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

51/100

C

Piotroski

8/9

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 5.0%, below the 5% threshold
Thesis & Journal · 5279.TLocal privado en este navegador · Nihon Kogyo 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

$3.2B

P/E

5.6x

↓

EV/EBITDA

4.7x

↓

ROE

5.0%

↓

Gross Margin

20.7%

↓

Debt/Equity

0.47

↑
52-Week Range$1110
$953$1599

TradingView lightweight chart

5279.T price, volumen y niveles de valoración

Último $1,110Periodo -24.7%
Fair value: $1,110

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

+7.8%

FCF CAGR

-6.0%

FCF margin

2.4%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.75B · net income $393.7M · FCF $357.4M

2022-FY → 2025-FY

Gross margin

20.7%+0.8% pts

Operating margin

4.0%+0.9% pts

Net margin

2.7%+0.3% pts

FCF margin

2.4%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.75B$14.75B$13.67B$11.34B$11.77B
Net Income$393.7M$393.7M$295.2M$198.7M$273.2M
EBITDA$1.17B$1.17B$965.7M$735.1M$790.0M
EPS135.70135.70101.9368.6194.33
Gross Margin20.7%20.7%20.2%20.2%19.8%
Operating Margin4.0%4.0%3.0%2.5%3.1%
Net Margin2.7%2.7%2.2%1.8%2.3%
Balance Sheet
Debt/Equity0.470.470.480.540.44
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$357.4M$357.4M$785.0M$-38.9M$431.0M
Returns
ROE5.0%5.0%3.9%2.7%3.8%
Valuation
P/E5.595.598.7910.747.45
EV/EBITDA4.654.655.016.324.81
P/B0.410.410.340.290.28
Growth & Yield
Revenue Growth7.8%7.8%20.6%-3.7%—
EPS Growth33.1%33.1%48.6%-27.3%—
Dividend Yield4.0%4.0%———

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

-10.1%

fácil

EPS terminal req.

$98.49

Spread vs growth

43.3%

5Y implied EPS CAGR

-2.6%

fácil

EPS terminal req.

$119.18

Spread vs growth

35.7%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$191.94

Spread vs growth

29.6%

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 +18.4%

Total return

+18.4%

Start / end P/E

9.5x → 8.2x

EPS bridge

101.93 → 135.70

Residual

-4.7%

EPS growth+33.1%
Multiple rerating-14.0%
Dividend+4.0%
Residual / FX / buybacks / cross-term-4.7%

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.