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5287.T$898.00+1.89%
Fair $898.00+0.0%

5287.T

Ito Yogyo Co., Ltd

Industrials / Building Products & EquipmentTokyo

$898.00

+17.00 (+1.89%)

Fairly Valued+0.0%Fair Value $898.00Fund rank 25/100 · Data gapFallback financials|
SA 59/C
F-Score: 8/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $105.9M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

59/100

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: 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 · 5287.TLocal privado en este navegador · Ito Yogyo 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

$2.7B

P/E

8.3x

↓

EV/EBITDA

5.9x

↓

ROE

9.4%

↑

Gross Margin

34.0%

↑

Debt/Equity

0.27

↓
52-Week Range$898
$613$2063

TradingView lightweight chart

5287.T price, volumen y niveles de valoración

Último $916.00Periodo -17.5%
Fair value: $898.00

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

+5.1%

FCF CAGR

—

FCF margin

13.2%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.40B · net income $349.0M · FCF $450.3M

2022-FY → 2025-FY

Gross margin

34.0%+3.5% pts

Operating margin

5.9%+3.8% pts

Net margin

10.3%-0.6% pts

FCF margin

13.2%+25.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.40B$3.40B$3.13B$3.47B$2.93B
Net Income$349.0M$349.0M$101.6M$131.2M$317.2M
EBITDA$478.4M$478.4M$178.4M$253.1M$511.5M
EPS118.67118.6734.5444.67106.42
Gross Margin34.0%34.0%32.2%30.8%30.5%
Operating Margin5.9%5.9%3.5%5.2%2.1%
Net Margin10.3%10.3%3.2%3.8%10.8%
Balance Sheet
Debt/Equity0.270.270.420.390.33
Current Ratio3.473.47———
Cash Flow
Free Cash Flow$450.3M$450.3M$-267.3M$105.9M$-370.0M
Returns
ROE9.4%9.4%3.0%4.0%9.9%
Valuation
P/E8.258.2516.6214.306.95
EV/EBITDA5.865.8613.599.035.23
P/B0.710.710.500.570.69
Growth & Yield
Revenue Growth8.6%8.6%-9.7%18.2%—
EPS Growth243.6%243.6%-22.7%-58.0%—
Dividend Yield4.6%4.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-12.4%

fácil

EPS terminal req.

$79.68

Spread vs growth

256.0%

5Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$96.42

Spread vs growth

247.6%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$155.28

Spread vs growth

240.8%

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 +53.3%

Total return

+53.3%

Start / end P/E

17.8x → 7.7x

EPS bridge

34.54 → 118.67

Residual

-138.2%

EPS growth+243.6%
Multiple rerating-56.7%
Dividend+4.6%
Residual / FX / buybacks / cross-term-138.2%

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.