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5609.T$920.00+1.21%
Fair $920.00+0.0%

5609.T

Nippon Chuzo K. K.

Basic Materials / SteelTokyo

$920.00

+11.00 (+1.21%)

Fairly Valued+0.0%Fair Value $920.00Fund rank 23/100 · Data gapFallback financials|
SA 47/C
F-Score: 3/9
Low 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 17%

FCF escenarios

weak_data · normalized FCF $-379.0M · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

47/100

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. ROE is 2.0%, below the 5% threshold
Thesis & Journal · 5609.TLocal privado en este navegador · Nippon Chuzo K. K.
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

$4.4B

P/E

2486.5x

↑

EV/EBITDA

7.6x

↓

ROE

2.0%

↑

Gross Margin

14.2%

↓

Debt/Equity

0.32

↑
52-Week Range$920
$805$975

TradingView lightweight chart

5609.T price, volumen y niveles de valoración

Último $920.00Periodo +26.0%
Fair value: $920.00

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

+5.7%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-1.61x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.31B · net income $236.0M · FCF $-379.0M

2022-FY → 2025-FY

Gross margin

14.2%-2.3% pts

Operating margin

2.9%-3.7% pts

Net margin

1.6%-3.8% pts

FCF margin

-2.6%+5.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.31B$14.31B$15.99B$14.81B$12.11B
Net Income$236.0M$236.0M$651.0M$568.0M$663.0M
EBITDA$1.00B$1.00B$1.48B$1.28B$1.57B
EPS49.0649.06135.14116.67129.30
Gross Margin14.2%14.2%17.1%14.0%16.5%
Operating Margin2.9%2.9%8.1%4.8%6.5%
Net Margin1.6%1.6%4.1%3.8%5.5%
Balance Sheet
Debt/Equity0.320.320.310.360.26
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$-379.0M$-379.0M$1.10B$-557.0M$-1.01B
Returns
ROE2.0%2.0%5.5%5.0%5.9%
Valuation
P/E2486.492486.497.397.136.34
EV/EBITDA7.607.605.025.974.31
P/B0.370.370.410.360.37
Growth & Yield
Revenue Growth-10.5%-10.5%8.0%22.3%—
EPS Growth-63.7%-63.7%15.8%-9.8%—
Dividend Yield2.8%2.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

18.5%

exigente

EPS terminal req.

$81.63

Spread vs growth

-82.2%

5Y implied EPS CAGR

15.0%

exigente

EPS terminal req.

$98.78

Spread vs growth

-78.7%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$159.08

Spread vs growth

-76.2%

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 +13.3%

Total return

+13.3%

Start / end P/E

6.2x → 18.8x

EPS bridge

135.14 → 49.06

Residual

-130.3%

EPS growth-63.7%
Multiple rerating+204.6%
Dividend+2.8%
Residual / FX / buybacks / cross-term-130.3%

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.