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5480.T$4455.00-0.89%
Fair $4455.00+0.0%

5480.T

Nippon Yakin Kogyo Co., Ltd.

Basic Materials / SteelTokyo

$4455.00

-40.00 (-0.89%)

Fairly Valued+0.0%Fair Value $4455.00Fund rank 23/100 · Data gapFallback financials|
SA 40/C
F-Score: 3/9
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 16%

FCF escenarios

weak_data · normalized FCF $-250.0M · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

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: 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 · 5480.TLocal privado en este navegador · Nippon Yakin Kogyo 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

$61.7B

P/E

6.6x

↓

EV/EBITDA

5.9x

↓

ROE

12.0%

↑

Gross Margin

17.8%

↓

Debt/Equity

0.83

↑
52-Week Range$4455
$3790$5320

TradingView lightweight chart

5480.T price, volumen y niveles de valoración

Último $4,455Periodo +284.1%
Fair value: $4,455

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

+4.9%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

-0.02x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $172.10B · net income $11.58B · FCF $-250.0M

2022-FY → 2025-FY

Gross margin

17.8%+0.4% pts

Operating margin

9.9%+0.5% pts

Net margin

6.7%+1.0% pts

FCF margin

-0.1%+11.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$172.10B$172.10B$180.34B$199.32B$148.93B
Net Income$11.58B$11.58B$13.56B$19.70B$8.47B
EBITDA$22.64B$22.64B$25.39B$33.48B$11.68B
EPS819.46819.46933.641316.79561.25
Gross Margin17.8%17.8%18.5%21.0%17.4%
Operating Margin9.9%9.9%11.1%14.7%9.4%
Net Margin6.7%6.7%7.5%9.9%5.7%
Balance Sheet
Debt/Equity0.830.830.921.131.26
Current Ratio1.421.42———
Cash Flow
Free Cash Flow$-250.0M$-250.0M$18.76B$-9.48B$-16.73B
Returns
ROE12.0%12.0%15.2%24.7%13.6%
Valuation
P/E6.646.645.033.074.64
EV/EBITDA5.885.885.254.158.98
P/B0.650.650.760.760.63
Growth & Yield
Revenue Growth-4.6%-4.6%-9.5%33.8%—
EPS Growth-12.2%-12.2%-29.1%134.6%—
Dividend Yield4.9%4.9%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-21.6%

fácil

EPS terminal req.

$395.31

Spread vs growth

9.3%

5Y implied EPS CAGR

-10.2%

fácil

EPS terminal req.

$478.32

Spread vs growth

-2.0%

10Y implied EPS CAGR

-0.6%

fácil

EPS terminal req.

$770.34

Spread vs growth

-11.6%

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 +20.0%

Total return

+20.0%

Start / end P/E

4.1x → 5.4x

EPS bridge

933.64 → 819.46

Residual

-3.8%

EPS growth-12.2%
Multiple rerating+31.2%
Dividend+4.9%
Residual / FX / buybacks / cross-term-3.8%

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.