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5726.T$2762.00-5.41%
Fair $2762.00+0.0%

5726.T

OSAKA Titanium technologies Co.,Ltd.

Basic Materials / Other Industrial Metals & MiningTokyo

$2762.00

-158.00 (-5.41%)

Fairly Valued+0.0%Fair Value $2762.00Fund rank 23/100 · Data gapFallback financials|
SA 46/C
F-Score: 4/9

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 16%

FCF escenarios

weak_data · normalized FCF $-619.0M · quality 33.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

46/100

C

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 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.
Thesis & Journal · 5726.TLocal privado en este navegador · OSAKA Titanium technologies 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

$101.6B

P/E

39.4x

↑

EV/EBITDA

12.7x

↑

ROE

16.6%

↑

Gross Margin

31.1%

↑

Debt/Equity

1.02

↑
52-Week Range$2762
$1371$3435

TradingView lightweight chart

5726.T price, volumen y niveles de valoración

Último $2,762Periodo +538.6%
Fair value: $2,762

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

+22.1%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $51.91B · net income $7.09B · FCF $-57.0M

2022-FY → 2025-FY

Gross margin

31.1%+22.9% pts

Operating margin

19.4%+26.1% pts

Net margin

13.7%+24.6% pts

FCF margin

-0.1%-18.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$51.91B$51.91B$55.32B$43.07B$28.55B
Net Income$7.09B$7.09B$9.69B$4.39B$-3.11B
EBITDA$11.12B$11.12B$12.28B$7.12B$932.0M
EPS192.69192.69263.30119.27-84.57
Gross Margin31.1%31.1%24.3%20.8%8.1%
Operating Margin19.4%19.4%15.0%11.1%-6.7%
Net Margin13.7%13.7%17.5%10.2%-10.9%
Balance Sheet
Debt/Equity1.021.021.041.331.53
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$-57.0M$-57.0M$-619.0M$-1.62B$5.31B
Returns
ROE16.6%16.6%25.2%14.4%-11.7%
Valuation
P/E39.3739.379.5326.58—
EV/EBITDA12.6612.6610.3021.0985.35
P/B2.372.372.403.831.88
Growth & Yield
Revenue Growth-6.2%-6.2%28.4%50.9%—
EPS Growth-26.8%-26.8%120.8%241.0%—
Dividend Yield0.9%0.9%———

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

8.3%

razonable

EPS terminal req.

$245.08

Spread vs growth

-35.2%

5Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$296.55

Spread vs growth

-35.8%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$477.59

Spread vs growth

-36.3%

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 +87.7%

Total return

+87.7%

Start / end P/E

5.6x → 14.3x

EPS bridge

263.30 → 192.69

Residual

-41.6%

EPS growth-26.8%
Multiple rerating+155.2%
Dividend+0.9%
Residual / FX / buybacks / cross-term-41.6%

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.