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5351.T$1854.00-1.23%
Fair $1854.00+0.0%

5351.T

Shinagawa Refra Co., Ltd.

Industrials / Building Products & EquipmentTokyo

$1854.00

-23.00 (-1.23%)

Fairly Valued+0.0%Fair Value $1854.00Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.0B · quality 73.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

48/100

C

Piotroski

4/9

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 · 5351.TLocal privado en este navegador · Shinagawa Refra 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

$84.6B

P/E

3.2x

↓

EV/EBITDA

6.2x

↓

ROE

11.0%

↑

Gross Margin

24.4%

↓

Debt/Equity

0.70

↑
52-Week Range$1854
$1595$2507

TradingView lightweight chart

5351.T price, volumen y niveles de valoración

Último $1,854Periodo +395.7%
Fair value: $1,854

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

+9.2%

FCF CAGR

+3.5%

FCF margin

4.5%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $144.07B · net income $9.78B · FCF $6.47B

2022-FY → 2025-FY

Gross margin

24.4%+2.2% pts

Operating margin

9.2%+0.1% pts

Net margin

6.8%+2.0% pts

FCF margin

4.5%-0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$144.07B$144.07B$144.18B$124.96B$110.78B
Net Income$9.78B$9.78B$15.28B$8.31B$5.31B
EBITDA$19.99B$19.99B$26.64B$15.58B$12.19B
EPS214.48214.48328.46177.60—
Gross Margin24.4%24.4%22.9%21.9%22.2%
Operating Margin9.2%9.2%9.6%8.7%9.1%
Net Margin6.8%6.8%10.6%6.6%4.8%
Balance Sheet
Debt/Equity0.700.700.340.500.38
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$6.47B$6.47B$6.05B$3.65B$5.83B
Returns
ROE11.0%11.0%18.3%12.2%8.8%
Valuation
P/E3.243.245.725.01—
EV/EBITDA6.176.173.603.703.25
P/B0.950.951.050.610.56
Growth & Yield
Revenue Growth-0.1%-0.1%15.4%12.8%—
EPS Growth-34.7%-34.7%84.9%——
Dividend Yield4.8%4.8%———

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

-8.5%

fácil

EPS terminal req.

$164.51

Spread vs growth

-26.2%

5Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$199.06

Spread vs growth

-33.2%

10Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$320.59

Spread vs growth

-38.8%

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 +19.6%

Total return

+19.6%

Start / end P/E

4.9x → 8.6x

EPS bridge

328.46 → 214.48

Residual

-26.3%

EPS growth-34.7%
Multiple rerating+75.8%
Dividend+4.8%
Residual / FX / buybacks / cross-term-26.3%

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.