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5464.T$942.00-2.48%
Fair $942.00+0.0%

5464.T

Mory Industries Inc.

Basic Materials / SteelTokyo

$942.00

-24.00 (-2.48%)

Fairly Valued+0.0%Fair Value $942.00Fund rank 35/100 · Data gapFallback financials|
SA 51/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.9B · quality 72.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

51/100

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 · 5464.TLocal privado en este navegador · Mory Industries Inc.
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

$35.8B

P/E

10.9x

↓

EV/EBITDA

3.3x

↓

ROE

7.4%

↑

Gross Margin

24.5%

↑

Debt/Equity

0.04

↓
52-Week Range$942
$830$1063

TradingView lightweight chart

5464.T price, volumen y niveles de valoración

Último $942.00Periodo +342.3%
Fair value: $942.00

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

-5.8%

FCF margin

6.3%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.14B · net income $4.13B · FCF $2.88B

2022-FY → 2025-FY

Gross margin

24.5%-1.3% pts

Operating margin

11.7%-1.5% pts

Net margin

8.9%-1.1% pts

FCF margin

6.3%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.14B$46.14B$47.90B$48.71B$43.08B
Net Income$4.13B$4.13B$4.52B$5.29B$4.32B
EBITDA$6.88B$6.88B$7.57B$8.48B$7.21B
EPS106.95106.95116.41136.27110.29
Gross Margin24.5%24.5%23.8%24.8%25.8%
Operating Margin11.7%11.7%12.3%13.8%13.2%
Net Margin8.9%8.9%9.4%10.9%10.0%
Balance Sheet
Debt/Equity0.040.040.040.040.04
Current Ratio3.943.94———
Cash Flow
Free Cash Flow$2.88B$2.88B$5.47B$1.53B$3.45B
Returns
ROE7.4%7.4%8.3%10.4%9.3%
Valuation
P/E10.9310.9310.604.914.54
EV/EBITDA3.253.254.171.611.12
P/B0.650.650.880.510.42
Growth & Yield
Revenue Growth-3.7%-3.7%-1.7%13.1%—
EPS Growth-8.1%-8.1%-14.6%23.5%—
Dividend Yield3.6%3.6%———

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

-7.9%

fácil

EPS terminal req.

$83.59

Spread vs growth

-0.2%

5Y implied EPS CAGR

-1.1%

fácil

EPS terminal req.

$101.14

Spread vs growth

-7.0%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$162.89

Spread vs growth

-12.4%

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 +8.6%

Total return

+8.6%

Start / end P/E

7.7x → 8.8x

EPS bridge

116.41 → 106.95

Residual

-1.2%

EPS growth-8.1%
Multiple rerating+14.3%
Dividend+3.6%
Residual / FX / buybacks / cross-term-1.2%

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.