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5542.T$846.00-0.47%
Fair $846.00+0.0%

5542.T

Shinhokoku Material Corp.

Basic Materials / SteelTokyo

$846.00

-4.00 (-0.47%)

Fairly Valued+0.0%Fair Value $846.00Fund rank 28/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
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 19%

FCF escenarios

weak_data · normalized FCF $301.9M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

48/100

C

Piotroski

5/9

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 · 5542.TLocal privado en este navegador · Shinhokoku Material Corp.
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

$5.6B

P/E

14.1x

↓

EV/EBITDA

4.7x

↓

ROE

6.9%

↑

Gross Margin

24.8%

↑

Debt/Equity

0.19

↓
52-Week Range$846
$683$885

TradingView lightweight chart

5542.T price, volumen y niveles de valoración

Último $846.00Periodo +169.0%
Fair value: $846.00

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

-4.5%

FCF CAGR

—

FCF margin

2.3%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.54B · net income $401.1M · FCF $128.1M

2022-FY → 2025-FY

Gross margin

24.8%+2.5% pts

Operating margin

8.4%-1.6% pts

Net margin

7.2%-0.5% pts

FCF margin

2.3%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.54B$5.54B$6.21B$6.48B$6.36B
Net Income$401.1M$401.1M$576.4M$476.0M$491.8M
EBITDA$734.8M$734.8M$965.4M$819.9M$833.2M
EPS60.1760.17—70.7673.11
Gross Margin24.8%24.8%23.5%21.9%22.3%
Operating Margin8.4%8.4%10.4%9.7%10.0%
Net Margin7.2%7.2%9.3%7.3%7.7%
Balance Sheet
Debt/Equity0.190.190.200.290.31
Current Ratio1.971.97———
Cash Flow
Free Cash Flow$128.1M$128.1M$1.29B$301.9M$-31.7M
Returns
ROE6.9%6.9%10.3%9.1%10.2%
Valuation
P/E14.1214.12—8.037.97
EV/EBITDA4.674.672.443.383.69
P/B0.970.970.830.730.81
Growth & Yield
Revenue Growth-10.8%-10.8%-4.2%1.9%—
EPS Growth———-3.2%—
Dividend Yield3.0%3.0%———

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

7.7%

razonable

EPS terminal req.

$75.07

Spread vs growth

-18.4%

5Y implied EPS CAGR

8.6%

razonable

EPS terminal req.

$90.83

Spread vs growth

-19.4%

10Y implied EPS CAGR

9.3%

razonable

EPS terminal req.

$146.29

Spread vs growth

-20.1%

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 +26.3%

Total return

+26.3%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → 60.17

Residual

+23.3%

EPS growthn/d
Multiple reratingn/d
Dividend+3.0%
Residual / FX / buybacks / cross-term+23.3%

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.