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5355.T$654.00+0.15%
Fair $654.00+0.0%

5355.T

Nippon Crucible Co., Ltd.

Industrials / ConglomeratesTokyo

$654.00

+1.00 (+0.15%)

Fairly Valued+0.0%Fair Value $654.00Fund rank 30/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $146.5M · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 36/100Data 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

57/100

C

Piotroski

7/9

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 · 5355.TLocal privado en este navegador · Nippon Crucible 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

$4.3B

P/E

10.2x

↓

EV/EBITDA

5.0x

↓

ROE

6.6%

↑

Gross Margin

28.5%

↑

Debt/Equity

0.35

↑
52-Week Range$654
$592$695

TradingView lightweight chart

5355.T price, volumen y niveles de valoración

Último $653.00Periodo +134.9%
Fair value: $654.00

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

+4.1%

FCF CAGR

-11.7%

FCF margin

4.8%

FCF / Net income

1.27x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.78B · net income $369.3M · FCF $469.4M

2022-FY → 2025-FY

Gross margin

28.5%+0.4% pts

Operating margin

5.0%+2.1% pts

Net margin

3.8%+1.3% pts

FCF margin

4.8%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.78B$9.78B$9.61B$8.84B$8.68B
Net Income$369.3M$369.3M$285.7M$24.6M$212.3M
EBITDA$893.4M$893.4M$749.3M$580.3M$802.5M
EPS55.7255.7243.013.6631.57
Gross Margin28.5%28.5%26.5%27.3%28.1%
Operating Margin5.0%5.0%3.5%1.8%2.9%
Net Margin3.8%3.8%3.0%0.3%2.4%
Balance Sheet
Debt/Equity0.350.350.370.430.52
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$469.4M$469.4M$146.5M$-89.5M$682.9M
Returns
ROE6.6%6.6%5.4%0.5%4.1%
Valuation
P/E10.1810.1813.72147.5418.37
EV/EBITDA5.025.025.676.965.21
P/B0.770.770.740.700.75
Growth & Yield
Revenue Growth1.8%1.8%8.7%1.9%—
EPS Growth29.6%29.6%1075.1%-88.4%—
Dividend Yield3.1%3.1%———

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

1.4%

fácil

EPS terminal req.

$58.03

Spread vs growth

28.2%

5Y implied EPS CAGR

4.7%

fácil

EPS terminal req.

$70.22

Spread vs growth

24.8%

10Y implied EPS CAGR

7.3%

razonable

EPS terminal req.

$113.09

Spread vs growth

22.2%

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 +12.3%

Total return

+12.3%

Start / end P/E

13.9x → 11.7x

EPS bridge

43.01 → 55.72

Residual

-4.6%

EPS growth+29.6%
Multiple rerating-15.7%
Dividend+3.1%
Residual / FX / buybacks / cross-term-4.6%

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.