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5410.T$2567.00-1.27%
Fair $2567.00+0.0%

5410.T

Godo Steel, Ltd.

Basic Materials / SteelTokyo

$2567.00

-33.00 (-1.27%)

Fairly Valued+0.0%Fair Value $2567.00Fund rank 29/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9
Declining Revenue

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 19%

FCF escenarios

weak_data · normalized FCF $12.5B · quality 49.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

40/100

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: 1unknown: 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. Revenue has declined for 2 consecutive years
Thesis & Journal · 5410.TLocal privado en este navegador · Godo Steel, 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

$37.5B

P/E

4.7x

↓

EV/EBITDA

3.5x

↓

ROE

8.4%

↑

Gross Margin

17.7%

↓

Debt/Equity

0.48

↑
52-Week Range$2567
$2558$4390

TradingView lightweight chart

5410.T price, volumen y niveles de valoración

Último $2,567Periodo +216.9%
Fair value: $2,567

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

+0.2%

FCF CAGR

—

FCF margin

6.3%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $205.20B · net income $11.32B · FCF $12.91B

2022-FY → 2025-FY

Gross margin

17.7%+9.1% pts

Operating margin

6.7%+8.0% pts

Net margin

5.5%+6.1% pts

FCF margin

6.3%+10.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$205.20B$205.20B$222.85B$235.39B$204.20B
Net Income$11.32B$11.32B$15.19B$12.51B$-1.11B
EBITDA$21.23B$21.23B$25.67B$20.20B$4.27B
EPS——1038.84855.19-76.06
Gross Margin17.7%17.7%17.7%14.7%8.5%
Operating Margin6.7%6.7%8.0%5.9%-1.3%
Net Margin5.5%5.5%6.8%5.3%-0.5%
Balance Sheet
Debt/Equity0.480.480.550.680.73
Current Ratio1.811.81———
Cash Flow
Free Cash Flow$12.91B$12.91B$12.46B$1.48B$-7.94B
Returns
ROE8.4%8.4%11.9%11.2%-1.1%
Valuation
P/E4.664.665.243.72—
EV/EBITDA3.463.464.894.9917.36
P/B0.280.280.620.420.19
Growth & Yield
Revenue Growth-7.9%-7.9%-5.3%15.3%—
EPS Growth——21.5%1224.4%—
Dividend Yield3.9%3.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -27.4%

Total return

-27.4%

Start / end P/E

n/dx → n/dx

EPS bridge

1038.84 → n/d

Residual

-31.3%

EPS growthn/d
Multiple reratingn/d
Dividend+3.9%
Residual / FX / buybacks / cross-term-31.3%

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.