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5461.T$2118.00-0.05%
Fair $2118.00+0.0%

5461.T

Chubu Steel Plate Co., Ltd.

Basic Materials / SteelTokyo

$2118.00

-1.00 (-0.05%)

Fairly Valued+0.0%Fair Value $2118.00Fund rank 24/100 · Data gapFallback financials|
SA 33/D
F-Score: 3/9
Declining RevenueLow Profitability

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 16%

FCF escenarios

weak_data · normalized FCF $7.7B · quality 33.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

33/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 ROE is 2.3%, below the 5% threshold
Thesis & Journal · 5461.TLocal privado en este navegador · Chubu Steel Plate 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

$57.4B

P/E

45.0x

↑

EV/EBITDA

8.9x

↓

ROE

2.3%

↑

Gross Margin

14.0%

↓

Debt/Equity

N/A

•
52-Week Range$2118
$1912$2605

TradingView lightweight chart

5461.T price, volumen y niveles de valoración

Último $2,118Periodo +30.9%
Fair value: $2,118

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

-7.5%

FCF CAGR

—

FCF margin

30.2%

FCF / Net income

8.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $51.05B · net income $1.73B · FCF $15.40B

2022-FY → 2025-FY

Gross margin

14.0%-2.8% pts

Operating margin

5.3%-3.3% pts

Net margin

3.4%-2.5% pts

FCF margin

30.2%+33.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$51.05B$51.05B$67.78B$76.32B$64.40B
Net Income$1.73B$1.73B$7.13B$8.58B$3.79B
EBITDA$4.49B$4.49B$12.50B$14.67B$8.00B
EPS63.9563.95259.34310.53137.11
Gross Margin14.0%14.0%23.2%23.4%16.8%
Operating Margin5.3%5.3%15.4%16.1%8.6%
Net Margin3.4%3.4%10.5%11.2%5.9%
Balance Sheet
Current Ratio5.875.87———
Cash Flow
Free Cash Flow$15.40B$15.40B$1.10B$7.70B$-1.93B
Returns
ROE2.3%2.3%9.3%11.7%5.8%
Valuation
P/E45.0345.039.857.35—
EV/EBITDA8.898.894.543.55—
P/B0.760.760.910.86—
Growth & Yield
Revenue Growth-24.7%-24.7%-11.2%18.5%—
EPS Growth-75.3%-75.3%-16.5%126.5%—
Dividend Yield5.3%5.3%———

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

43.2%

muy exigente

EPS terminal req.

$187.94

Spread vs growth

-118.6%

5Y implied EPS CAGR

28.9%

muy exigente

EPS terminal req.

$227.40

Spread vs growth

-104.2%

10Y implied EPS CAGR

19.1%

exigente

EPS terminal req.

$366.24

Spread vs growth

-94.4%

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 +11.7%

Total return

+11.7%

Start / end P/E

7.7x → 33.1x

EPS bridge

259.34 → 63.95

Residual

-249.7%

EPS growth-75.3%
Multiple rerating+331.4%
Dividend+5.3%
Residual / FX / buybacks / cross-term-249.7%

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.