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5458.T$1204.00-1.39%
Fair $1204.00+0.0%

5458.T

Takasago Tekko K.K.

Basic Materials / SteelTokyo

$1204.00

-17.00 (-1.39%)

Fairly Valued+0.0%Fair Value $1204.00Fund rank 23/100 · Data gapFallback financials|
SA 55/C
F-Score: 6/9
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 15%

FCF escenarios

weak_data · normalized FCF $-232.0M · quality 31.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

55/100

C

Piotroski

6/9

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 · 5458.TLocal privado en este navegador · Takasago Tekko K.K.
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

$3.6B

P/E

10.0x

↓

EV/EBITDA

3.3x

↓

ROE

7.0%

↑

Gross Margin

14.0%

↓

Debt/Equity

N/A

•
52-Week Range$1204
$897$1262

TradingView lightweight chart

5458.T price, volumen y niveles de valoración

Último $1,204Periodo +22.9%
Fair value: $1,204

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

+3.8%

FCF CAGR

—

FCF margin

-1.9%

FCF / Net income

-0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.10B · net income $333.0M · FCF $-232.0M

2022-FY → 2025-FY

Gross margin

14.0%-2.8% pts

Operating margin

4.2%-3.1% pts

Net margin

2.8%-3.2% pts

FCF margin

-1.9%-9.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.10B$12.10B$12.18B$12.24B$10.83B
Net Income$333.0M$333.0M$234.0M$523.0M$647.0M
EBITDA$674.0M$674.0M$594.0M$1.03B$1.12B
EPS111.00111.0078.18174.31215.80
Gross Margin14.0%14.0%12.4%15.3%16.8%
Operating Margin4.2%4.2%3.2%6.4%7.4%
Net Margin2.8%2.8%1.9%4.3%6.0%
Balance Sheet
Current Ratio2.112.11———
Cash Flow
Free Cash Flow$-232.0M$-232.0M$664.0M$-536.0M$852.0M
Returns
ROE7.0%7.0%5.3%12.1%16.6%
Valuation
P/E9.989.9811.004.663.92
EV/EBITDA3.343.341.481.250.67
P/B0.760.760.590.570.65
Growth & Yield
Revenue Growth-0.7%-0.7%-0.4%13.0%—
EPS Growth42.0%42.0%-55.1%-19.2%—
Dividend Yield3.7%3.7%———

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

-1.3%

fácil

EPS terminal req.

$106.83

Spread vs growth

43.2%

5Y implied EPS CAGR

3.1%

fácil

EPS terminal req.

$129.27

Spread vs growth

38.9%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$208.19

Spread vs growth

35.5%

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 +33.7%

Total return

+33.7%

Start / end P/E

11.8x → 10.8x

EPS bridge

78.18 → 111.00

Residual

-3.5%

EPS growth+42.0%
Multiple rerating-8.4%
Dividend+3.7%
Residual / FX / buybacks / cross-term-3.5%

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.