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5331.T$4420.00+12.33%
Fair $4420.00+0.0%

5331.T

Noritake Co., Limited

Industrials / ConglomeratesTokyo

$4420.00

+485.00 (+12.33%)

Fairly Valued+0.0%Fair Value $4420.00Fund rank 27/100 · Data gapFallback financials|
SA 64/B
F-Score: 6/9

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 19%

FCF escenarios

weak_data · normalized FCF $-4.8B · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

64/100

B

Piotroski

6/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 5331.TLocal privado en este navegador · Noritake Co., 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

$243.1B

P/E

15.5x

↓

EV/EBITDA

10.9x

↑

ROE

8.6%

↑

Gross Margin

28.0%

↑

Debt/Equity

0.04

↓
52-Week Range$4420
$1760$4635

TradingView lightweight chart

5331.T price, volumen y niveles de valoración

Último $4,420Periodo +188.4%
Fair value: $4,420

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

+2.7%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $138.18B · net income $12.94B · FCF $-4.79B

2022-FY → 2025-FY

Gross margin

28.0%+0.5% pts

Operating margin

7.4%+0.1% pts

Net margin

9.4%+2.3% pts

FCF margin

-3.5%-9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$138.18B$138.18B$137.91B$139.49B$127.64B
Net Income$12.94B$12.94B$11.48B$10.02B$9.07B
EBITDA$22.45B$22.45B$20.22B$17.38B$16.21B
EPS225.13225.13198.23173.64157.07
Gross Margin28.0%28.0%27.4%25.3%27.5%
Operating Margin7.4%7.4%7.8%6.4%7.3%
Net Margin9.4%9.4%8.3%7.2%7.1%
Balance Sheet
Debt/Equity0.040.040.020.100.06
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$-4.79B$-4.79B$16.72B$-5.57B$8.01B
Returns
ROE8.6%8.6%7.8%7.8%7.7%
Valuation
P/E15.4615.4610.386.396.54
EV/EBITDA10.8510.854.973.573.19
P/B1.691.690.810.500.50
Growth & Yield
Revenue Growth0.2%0.2%-1.1%9.3%—
EPS Growth13.6%13.6%14.2%10.6%—
Dividend Yield2.3%2.3%———

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

20.3%

exigente

EPS terminal req.

$392.20

Spread vs growth

-6.8%

5Y implied EPS CAGR

16.1%

exigente

EPS terminal req.

$474.56

Spread vs growth

-2.5%

10Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$764.29

Spread vs growth

0.6%

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 +148.8%

Total return

+148.8%

Start / end P/E

9.0x → 19.6x

EPS bridge

198.23 → 225.13

Residual

+15.9%

EPS growth+13.6%
Multiple rerating+117.1%
Dividend+2.3%
Residual / FX / buybacks / cross-term+15.9%

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.