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5632.T$2127.00-1.39%
Fair $2127.00+0.0%

5632.T

Mitsubishi Steel Mfg. Co., Ltd.

Basic Materials / SteelTokyo

$2127.00

-30.00 (-1.39%)

Fairly Valued+0.0%Fair Value $2127.00Fund rank 20/100 · Data gapFallback financials|
SA 47/C
F-Score: 7/9
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 14%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 25.7/100

Data gap 20/100
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

7/9

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 · 5632.TLocal privado en este navegador · Mitsubishi Steel Mfg. 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

$32.2B

P/E

10.7x

↓

EV/EBITDA

7.0x

↓

ROE

5.5%

↑

Gross Margin

14.9%

↓

Debt/Equity

1.23

↑
52-Week Range$2127
$1445$2210

TradingView lightweight chart

5632.T price, volumen y niveles de valoración

Último $2,127Periodo +141.7%
Fair value: $2,127

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

+2.9%

FCF CAGR

—

FCF margin

0.7%

FCF / Net income

0.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $159.58B · net income $2.36B · FCF $1.18B

2022-FY → 2025-FY

Gross margin

14.9%+0.6% pts

Operating margin

4.1%-0.2% pts

Net margin

1.5%-1.3% pts

FCF margin

0.7%+3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$159.58B$159.58B$169.94B$170.54B$146.29B
Net Income$2.36B$2.36B$-969.0M$2.19B$4.07B
EBITDA$9.82B$9.82B$6.57B$9.98B$13.42B
EPS155.92155.92-63.50142.62264.78
Gross Margin14.9%14.9%12.8%13.6%14.3%
Operating Margin4.1%4.1%2.8%3.3%4.3%
Net Margin1.5%1.5%-0.6%1.3%2.8%
Balance Sheet
Debt/Equity1.231.231.391.531.16
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$1.18B$1.18B$2.39B$-5.48B$-4.46B
Returns
ROE5.5%5.5%-2.4%5.0%9.5%
Valuation
P/E10.6710.67—7.894.05
EV/EBITDA6.976.978.575.843.43
P/B0.760.760.520.400.39
Growth & Yield
Revenue Growth-6.1%-6.1%-0.3%16.6%—
EPS Growth345.5%345.5%-144.5%-46.1%—
Dividend Yield4.8%4.8%———

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

6.6%

razonable

EPS terminal req.

$188.74

Spread vs growth

339.0%

5Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$228.37

Spread vs growth

337.6%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$367.79

Spread vs growth

336.6%

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 +48.2%

Total return

+48.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-63.50 → 155.92

Residual

+43.4%

EPS growthn/d
Multiple reratingn/d
Dividend+4.8%
Residual / FX / buybacks / cross-term+43.4%

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.