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5368.T$920.00-0.54%
Fair $920.00+0.0%

5368.T

Japan Insulation Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$920.00

-5.00 (-0.54%)

Fairly Valued+0.0%Fair Value $920.00Fund rank 37/100 · Data gapFallback financials|
SA 42/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 77.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

42/100

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 · 5368.TLocal privado en este navegador · Japan Insulation 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

$8.0B

P/E

6.8x

↓

EV/EBITDA

2.1x

↓

ROE

5.7%

↓

Gross Margin

27.0%

↑

Debt/Equity

0.07

↓
52-Week Range$920
$901$1357

TradingView lightweight chart

5368.T price, volumen y niveles de valoración

Último $920.00Periodo +21.2%
Fair value: $920.00

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

-4.7%

FCF CAGR

-23.5%

FCF margin

4.2%

FCF / Net income

0.65x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.22B · net income $776.6M · FCF $508.3M

2022-FY → 2025-FY

Gross margin

27.0%-1.0% pts

Operating margin

8.4%-4.8% pts

Net margin

6.4%-1.8% pts

FCF margin

4.2%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.22B$12.22B$12.54B$12.32B$14.12B
Net Income$776.6M$776.6M$975.2M$723.6M$1.15B
EBITDA$1.38B$1.38B$1.73B$1.40B$2.25B
EPS89.8689.86112.7183.68131.84
Gross Margin27.0%27.0%29.0%26.0%28.0%
Operating Margin8.4%8.4%11.6%9.3%13.2%
Net Margin6.4%6.4%7.8%5.9%8.1%
Balance Sheet
Debt/Equity0.070.070.080.080.09
Current Ratio4.394.39———
Cash Flow
Free Cash Flow$508.3M$508.3M$1.70B$1.46B$1.13B
Returns
ROE5.7%5.7%7.3%5.8%9.5%
Valuation
P/E6.776.779.009.726.71
EV/EBITDA2.132.132.332.602.36
P/B0.580.580.660.560.64
Growth & Yield
Revenue Growth-2.5%-2.5%1.8%-12.7%—
EPS Growth-20.3%-20.3%34.7%-36.5%—
Dividend Yield4.3%4.3%———

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

-3.1%

fácil

EPS terminal req.

$81.63

Spread vs growth

-17.1%

5Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$98.78

Spread vs growth

-22.2%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$159.08

Spread vs growth

-26.2%

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 +1.3%

Total return

+1.3%

Start / end P/E

8.4x → 10.2x

EPS bridge

112.71 → 89.86

Residual

-4.4%

EPS growth-20.3%
Multiple rerating+21.6%
Dividend+4.3%
Residual / FX / buybacks / cross-term-4.4%

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.