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5440.T$1734.00-1.14%
Fair $1734.00+0.0%

5440.T

Kyoei Steel Ltd.

Basic Materials / SteelTokyo

$1734.00

-20.00 (-1.14%)

Fairly Valued+0.0%Fair Value $1734.00Fund rank 29/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $13.5B · quality 49.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

46/100

C

Piotroski

5/9

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 · 5440.TLocal privado en este navegador · Kyoei 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

$75.4B

P/E

7.6x

↓

EV/EBITDA

3.4x

↓

ROE

5.3%

↑

Gross Margin

11.9%

↓

Debt/Equity

0.41

↑
52-Week Range$1734
$1712$2696

TradingView lightweight chart

5440.T price, volumen y niveles de valoración

Último $1,734Periodo -38.0%
Fair value: $1,734

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

+3.3%

FCF CAGR

—

FCF margin

7.9%

FCF / Net income

2.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $322.85B · net income $10.79B · FCF $25.58B

2022-FY → 2025-FY

Gross margin

11.9%+3.0% pts

Operating margin

4.7%+1.7% pts

Net margin

3.3%+1.2% pts

FCF margin

7.9%+16.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$322.85B$322.85B$320.98B$355.71B$292.72B
Net Income$10.79B$10.79B$13.83B$13.11B$6.32B
EBITDA$27.72B$27.72B$28.87B$26.09B$20.36B
EPS248.30248.30318.13301.61145.48
Gross Margin11.9%11.9%13.1%9.6%8.8%
Operating Margin4.7%4.7%6.6%4.2%3.0%
Net Margin3.3%3.3%4.3%3.7%2.2%
Balance Sheet
Debt/Equity0.410.410.480.550.58
Current Ratio2.152.15———
Cash Flow
Free Cash Flow$25.58B$25.58B$13.46B$12.13B$-25.57B
Returns
ROE5.3%5.3%7.1%7.3%3.9%
Valuation
P/E7.647.647.335.109.22
EV/EBITDA3.413.414.734.174.98
P/B0.370.370.520.370.36
Growth & Yield
Revenue Growth0.6%0.6%-9.8%21.5%—
EPS Growth-22.0%-22.0%5.5%107.3%—
Dividend Yield4.0%4.0%———

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

-14.7%

fácil

EPS terminal req.

$153.86

Spread vs growth

-7.2%

5Y implied EPS CAGR

-5.6%

fácil

EPS terminal req.

$186.17

Spread vs growth

-16.4%

10Y implied EPS CAGR

1.9%

fácil

EPS terminal req.

$299.84

Spread vs growth

-23.9%

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 -5.3%

Total return

-5.3%

Start / end P/E

6.0x → 7.0x

EPS bridge

318.13 → 248.30

Residual

-3.6%

EPS growth-22.0%
Multiple rerating+16.3%
Dividend+4.0%
Residual / FX / buybacks / cross-term-3.6%

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.