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v0.1
5363.T$705.00-0.56%
Fair $705.00+0.0%

5363.T

TYK Corporation

Basic Materials / Building MaterialsTokyo

$705.00

-4.00 (-0.56%)

Fairly Valued+0.0%Fair Value $705.00Fund rank 33/100 · Data gapFallback financials|
SA 73/B
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 65.0/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

73/100

B

Piotroski

8/9

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 · 5363.TLocal privado en este navegador · TYK Corporation
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

$31.3B

P/E

8.4x

↓

EV/EBITDA

3.0x

↓

ROE

7.7%

↑

Gross Margin

28.6%

↑

Debt/Equity

0.08

↓
52-Week Range$705
$505$731

TradingView lightweight chart

5363.T price, volumen y niveles de valoración

Último $705.00Periodo +317.2%
Fair value: $705.00

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

+7.2%

FCF CAGR

+61.6%

FCF margin

6.1%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.93B · net income $3.13B · FCF $1.94B

2022-FY → 2025-FY

Gross margin

28.6%+1.4% pts

Operating margin

14.1%+2.2% pts

Net margin

9.8%+3.1% pts

FCF margin

6.1%+4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.93B$31.93B$30.01B$28.68B$25.91B
Net Income$3.13B$3.13B$2.38B$2.12B$1.73B
EBITDA$6.23B$6.23B$5.03B$4.77B$4.60B
EPS70.5870.5853.6847.8039.19
Gross Margin28.6%28.6%25.7%26.0%27.2%
Operating Margin14.1%14.1%10.6%11.2%11.9%
Net Margin9.8%9.8%7.9%7.4%6.7%
Balance Sheet
Debt/Equity0.080.080.090.100.12
Current Ratio5.085.08———
Cash Flow
Free Cash Flow$1.94B$1.94B$3.13B$1.01B$460.8M
Returns
ROE7.7%7.7%6.1%6.2%5.4%
Valuation
P/E8.388.388.766.577.35
EV/EBITDA3.013.011.871.010.80
P/B0.760.760.530.400.40
Growth & Yield
Revenue Growth6.4%6.4%4.6%10.7%—
EPS Growth31.5%31.5%12.3%22.0%—
Dividend Yield6.0%6.0%———

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

-3.9%

fácil

EPS terminal req.

$62.56

Spread vs growth

35.4%

5Y implied EPS CAGR

1.4%

fácil

EPS terminal req.

$75.69

Spread vs growth

30.1%

10Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$121.91

Spread vs growth

25.9%

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 +37.1%

Total return

+37.1%

Start / end P/E

10.0x → 10.0x

EPS bridge

53.68 → 70.58

Residual

-0.1%

EPS growth+31.5%
Multiple rerating-0.3%
Dividend+6.0%
Residual / FX / buybacks / cross-term-0.1%

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.