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5541.T$2230.00-0.67%
Fair $2230.00+0.0%

5541.T

Pacific Metals Co., Ltd.

Basic Materials / Other Industrial Metals & MiningTokyo

$2230.00

-15.00 (-0.67%)

Fairly Valued+0.0%Fair Value $2230.00Fund rank 21/100 · Data gapFallback financials|
SA 27/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 14%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 27.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

27/100

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 3 consecutive years ROE is -2.5%, below the 5% threshold
Thesis & Journal · 5541.TLocal privado en este navegador · Pacific Metals 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

$38.8B

P/E

15.3x

↓

EV/EBITDA

N/A

•

ROE

-2.5%

↓

Gross Margin

-39.4%

↓

Debt/Equity

N/A

•
52-Week Range$2230
$1615$3865

TradingView lightweight chart

5541.T price, volumen y niveles de valoración

Último $2,230Periodo +16.8%
Fair value: $2,230

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

-38.7%

FCF CAGR

-27.4%

FCF margin

18.7%

FCF / Net income

-1.48x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.18B · net income $-1.67B · FCF $2.46B

2022-FY → 2025-FY

Gross margin

-39.4%-53.7% pts

Operating margin

-55.9%-64.3% pts

Net margin

-12.7%-32.6% pts

FCF margin

18.7%+7.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.18B$13.18B$15.52B$34.85B$57.13B
Net Income$-1.67B$-1.67B$-1.07B$-5.03B$11.37B
EBITDA$-890.0M$-890.0M$-261.0M$-4.00B$13.05B
EPS-85.52-85.52-55.10-257.75—
Gross Margin-39.4%-39.4%-45.8%-29.5%14.3%
Operating Margin-55.9%-55.9%-58.7%-36.1%8.4%
Net Margin-12.7%-12.7%-6.9%-14.4%19.9%
Balance Sheet
Current Ratio30.6430.64———
Cash Flow
Free Cash Flow$2.46B$2.46B$2.23B$-8.59B$6.42B
Returns
ROE-2.5%-2.5%-1.6%-7.0%14.2%
Valuation
P/E15.2615.26———
EV/EBITDA————3.77
P/B0.650.650.370.510.95
Growth & Yield
Revenue Growth-15.1%-15.1%-55.5%-39.0%—
EPS Growth-55.2%-55.2%78.6%——
Dividend Yield5.8%5.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +34.5%

Total return

+34.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-55.10 → -85.52

Residual

+28.7%

EPS growthn/d
Multiple reratingn/d
Dividend+5.8%
Residual / FX / buybacks / cross-term+28.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.