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5563.T$515.00-5.85%
Fair $515.00+0.0%

5563.T

Nippon Denko Co., Ltd.

Basic Materials / SteelTokyo

$515.00

-32.00 (-5.85%)

Fairly Valued+0.0%Fair Value $515.00Fund rank 31/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.0B · quality 61.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 41/100Data 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

58/100

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: 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 2.0%, below the 5% threshold
Thesis & Journal · 5563.TLocal privado en este navegador · Nippon Denko 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

$64.3B

P/E

48.1x

↑

EV/EBITDA

11.3x

↑

ROE

2.0%

↑

Gross Margin

16.2%

↓

Debt/Equity

0.19

↓
52-Week Range$515
$245$559

TradingView lightweight chart

5563.T price, volumen y niveles de valoración

Último $515.00Periodo +236.6%
Fair value: $515.00

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

-0.9%

FCF CAGR

+77.7%

FCF margin

12.6%

FCF / Net income

6.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $77.28B · net income $1.42B · FCF $9.74B

2022-FY → 2025-FY

Gross margin

16.2%-3.2% pts

Operating margin

6.7%-4.4% pts

Net margin

1.8%-8.2% pts

FCF margin

12.6%+10.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$77.28B$77.28B$78.23B$78.39B$79.34B
Net Income$1.42B$1.42B$3.14B$4.33B$7.95B
EBITDA$6.75B$6.75B$8.58B$6.40B$13.36B
EPS10.7010.7022.9121.8654.45
Gross Margin16.2%16.2%17.4%14.5%19.4%
Operating Margin6.7%6.7%8.8%6.0%11.1%
Net Margin1.8%1.8%4.0%5.5%10.0%
Balance Sheet
Debt/Equity0.190.190.230.260.31
Current Ratio2.502.50———
Cash Flow
Free Cash Flow$9.74B$9.74B$1.66B$3.98B$1.74B
Returns
ROE2.0%2.0%4.3%6.1%11.5%
Valuation
P/E48.0948.0912.4412.816.45
EV/EBITDA11.2711.275.857.684.77
P/B0.960.960.530.540.74
Growth & Yield
Revenue Growth-1.2%-1.2%-0.2%-1.2%—
EPS Growth-53.3%-53.3%4.8%-59.8%—
Dividend Yield2.5%2.5%———

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

62.2%

muy exigente

EPS terminal req.

$45.70

Spread vs growth

-115.5%

5Y implied EPS CAGR

38.9%

muy exigente

EPS terminal req.

$55.29

Spread vs growth

-92.2%

10Y implied EPS CAGR

23.6%

exigente

EPS terminal req.

$89.05

Spread vs growth

-76.9%

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 +107.7%

Total return

+107.7%

Start / end P/E

11.0x → 48.1x

EPS bridge

22.91 → 10.70

Residual

-180.8%

EPS growth-53.3%
Multiple rerating+339.3%
Dividend+2.5%
Residual / FX / buybacks / cross-term-180.8%

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.