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5304.T$2602.00+1.84%
Fair $2602.00+0.0%

5304.T

Sec Carbon,Limited

Basic Materials / Specialty ChemicalsTokyo

$2602.00

+47.00 (+1.84%)

Fairly Valued+0.0%Fair Value $2602.00Fund rank 28/100 · Data gapFallback financials|
SA 58/C
F-Score: 2/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $34.0M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

58/100

C

Piotroski

2/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 5304.TLocal privado en este navegador · Sec Carbon,Limited
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

$52.2B

P/E

9.1x

↓

EV/EBITDA

4.3x

↓

ROE

7.8%

↑

Gross Margin

35.6%

↑

Debt/Equity

0.00

↓
52-Week Range$2602
$1900$3085

TradingView lightweight chart

5304.T price, volumen y niveles de valoración

Último $2,602Periodo +491.4%
Fair value: $2,602

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

+10.8%

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

-0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.18B · net income $5.75B · FCF $-2.02B

2022-FY → 2025-FY

Gross margin

35.6%+7.6% pts

Operating margin

21.9%+7.8% pts

Net margin

18.4%+5.2% pts

FCF margin

-6.5%-36.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.18B$31.18B$37.31B$30.40B$22.92B
Net Income$5.75B$5.75B$7.30B$5.40B$3.04B
EBITDA$8.13B$8.13B$11.59B$7.61B$4.93B
EPS285.59285.59359.16265.81149.54
Gross Margin35.6%35.6%39.4%33.7%28.0%
Operating Margin21.9%21.9%27.4%21.3%14.1%
Net Margin18.4%18.4%19.6%17.8%13.3%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio9.569.56———
Cash Flow
Free Cash Flow$-2.02B$-2.02B$4.54B$34.0M$6.80B
Returns
ROE7.8%7.8%10.0%8.7%5.4%
Valuation
P/E9.119.116.946.257.58
EV/EBITDA4.304.302.44-1.660.13
P/B0.710.710.700.110.41
Growth & Yield
Revenue Growth-16.4%-16.4%22.7%32.6%—
EPS Growth-20.5%-20.5%35.1%77.8%—
Dividend Yield3.9%3.9%———

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

-6.8%

fácil

EPS terminal req.

$230.88

Spread vs growth

-13.6%

5Y implied EPS CAGR

-0.4%

fácil

EPS terminal req.

$279.37

Spread vs growth

-20.0%

10Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$449.93

Spread vs growth

-25.1%

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 +37.8%

Total return

+37.8%

Start / end P/E

5.4x → 9.1x

EPS bridge

359.16 → 285.59

Residual

-14.0%

EPS growth-20.5%
Multiple rerating+68.4%
Dividend+3.9%
Residual / FX / buybacks / cross-term-14.0%

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.