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5381.T$1075.00+0.37%
Fair $1075.00+0.0%

5381.T

Mipox Corporation

Basic Materials / Specialty ChemicalsTokyo

$1075.00

+4.00 (+0.37%)

Fairly Valued+0.0%Fair Value $1075.00Fund rank 24/100 · Data gapFallback financials|
SA 43/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-178.8M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

43/100

C

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 · 5381.TLocal privado en este navegador · Mipox 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

$15.0B

P/E

29.7x

↑

EV/EBITDA

11.6x

↑

ROE

10.8%

↑

Gross Margin

39.1%

↑

Debt/Equity

0.63

↑
52-Week Range$1075
$414$1377

TradingView lightweight chart

5381.T price, volumen y niveles de valoración

Último $1,075Periodo -78.1%
Fair value: $1,075

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

+2.3%

FCF CAGR

—

FCF margin

8.1%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.17B · net income $911.9M · FCF $901.5M

2022-FY → 2025-FY

Gross margin

39.1%-4.4% pts

Operating margin

8.4%-5.6% pts

Net margin

8.2%-6.7% pts

FCF margin

8.1%+24.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.17B$11.17B$9.35B$10.03B$10.45B
Net Income$911.9M$911.9M$-408.7M$45.3M$1.55B
EBITDA$1.58B$1.58B$579.6M$1.04B$1.81B
EPS64.0464.04-28.703.18124.68
Gross Margin39.1%39.1%27.6%34.5%43.5%
Operating Margin8.4%8.4%-4.7%2.1%14.0%
Net Margin8.2%8.2%-4.4%0.5%14.8%
Balance Sheet
Debt/Equity0.630.630.850.750.51
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$901.5M$901.5M$-178.8M$-1.42B$-1.70B
Returns
ROE10.8%10.8%-5.5%0.6%19.2%
Valuation
P/E29.7029.70—175.167.42
EV/EBITDA11.5711.5719.8010.857.30
P/B1.811.811.040.991.42
Growth & Yield
Revenue Growth19.4%19.4%-6.7%-4.0%—
EPS Growth323.1%323.1%-1002.5%-97.4%—
Dividend Yield0.9%0.9%———

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

14.2%

razonable

EPS terminal req.

$95.39

Spread vs growth

308.9%

5Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$115.42

Spread vs growth

310.6%

10Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$185.88

Spread vs growth

311.9%

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 +113.8%

Total return

+113.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-28.70 → 64.04

Residual

+112.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term+112.9%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.