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5356.T$1362.00+4.60%
Fair $1362.00+0.0%

5356.T

Mino Ceramic Co., Ltd.

Basic Materials / Building MaterialsTokyo

$1362.00

+61.00 (+4.60%)

Fairly Valued+0.0%Fair Value $1362.00Fund rank 33/100 · Data gapFallback financials|
SA 70/B
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $608.7M · quality 65.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 55/100Data 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

70/100

B

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 commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 5356.TLocal privado en este navegador · Mino Ceramic 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

$14.0B

P/E

11.2x

↓

EV/EBITDA

5.3x

↓

ROE

8.4%

↑

Gross Margin

26.7%

↑

Debt/Equity

0.10

↓
52-Week Range$1362
$912$1494

TradingView lightweight chart

5356.T price, volumen y niveles de valoración

Último $1,386Periodo +68.2%
Fair value: $1,362

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

+6.7%

FCF CAGR

+9.9%

FCF margin

4.0%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.06B · net income $1.22B · FCF $608.7M

2022-FY → 2025-FY

Gross margin

26.7%+1.7% pts

Operating margin

10.5%+3.5% pts

Net margin

8.1%+2.6% pts

FCF margin

4.0%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.06B$15.06B$14.16B$14.61B$12.41B
Net Income$1.22B$1.22B$1.05B$1.07B$680.1M
EBITDA$2.13B$2.13B$1.97B$1.97B$1.43B
EPS118.73118.73102.87104.5966.35
Gross Margin26.7%26.7%26.0%25.9%25.0%
Operating Margin10.5%10.5%9.5%9.5%7.0%
Net Margin8.1%8.1%7.4%7.3%5.5%
Balance Sheet
Debt/Equity0.100.100.110.140.16
Current Ratio2.772.77———
Cash Flow
Free Cash Flow$608.7M$608.7M$1.56B$464.0M$458.2M
Returns
ROE8.4%8.4%7.8%8.6%5.9%
Valuation
P/E11.1711.177.51——
EV/EBITDA5.275.272.82——
P/B0.960.960.58——
Growth & Yield
Revenue Growth6.3%6.3%-3.1%17.7%—
EPS Growth15.4%15.4%-1.6%57.6%—
Dividend Yield3.8%3.8%———

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

0.6%

fácil

EPS terminal req.

$120.85

Spread vs growth

14.8%

5Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$146.23

Spread vs growth

11.2%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$235.51

Spread vs growth

8.3%

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 +53.6%

Total return

+53.6%

Start / end P/E

9.0x → 11.7x

EPS bridge

102.87 → 118.73

Residual

+4.6%

EPS growth+15.4%
Multiple rerating+29.8%
Dividend+3.8%
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.