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5727.T$2811.00+0.00%
Fair $2811.00+0.0%

5727.T

Toho Titanium Company, Limited

Basic Materials / Other Industrial Metals & MiningTokyo

$2811.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $2811.00Fund rank 23/100 · Data gapFallback financials|
SA 46/C
F-Score: 5/9

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 $-1.2B · 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

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: 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 · 5727.TLocal privado en este navegador · Toho Titanium Company, Limited
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

$200.1B

P/E

70.4x

↑

EV/EBITDA

18.8x

↑

ROE

6.4%

↑

Gross Margin

18.0%

↓

Debt/Equity

0.91

↑
52-Week Range$2811
$1010$4080

TradingView lightweight chart

5727.T price, volumen y niveles de valoración

Último $2,811Periodo +884.6%
Fair value: $2,811

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

+17.0%

FCF CAGR

—

FCF margin

7.8%

FCF / Net income

1.85x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $88.97B · net income $3.73B · FCF $6.90B

2022-FY → 2025-FY

Gross margin

18.0%-6.7% pts

Operating margin

6.6%-2.8% pts

Net margin

4.2%-2.5% pts

FCF margin

7.8%+9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$88.97B$88.97B$78.40B$80.35B$55.52B
Net Income$3.73B$3.73B$4.95B$7.50B$3.69B
EBITDA$13.21B$13.21B$13.81B$17.35B$11.22B
EPS52.3552.3569.57105.4451.93
Gross Margin18.0%18.0%19.5%26.5%24.8%
Operating Margin6.6%6.6%7.2%13.3%9.4%
Net Margin4.2%4.2%6.3%9.3%6.7%
Balance Sheet
Debt/Equity0.910.910.990.840.86
Current Ratio1.401.40———
Cash Flow
Free Cash Flow$6.90B$6.90B$-11.29B$-1.20B$-794.0M
Returns
ROE6.4%6.4%8.8%14.1%7.9%
Valuation
P/E70.4270.4221.4620.2628.50
EV/EBITDA18.8018.8011.6211.1312.80
P/B3.433.431.882.862.24
Growth & Yield
Revenue Growth13.5%13.5%-2.4%44.7%—
EPS Growth-24.7%-24.7%-34.0%103.0%—
Dividend Yield0.6%0.6%———

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

68.3%

muy exigente

EPS terminal req.

$249.43

Spread vs growth

-93.0%

5Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$301.81

Spread vs growth

-66.7%

10Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$486.07

Spread vs growth

-49.7%

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 +168.6%

Total return

+168.6%

Start / end P/E

15.1x → 53.7x

EPS bridge

69.57 → 52.35

Residual

-63.4%

EPS growth-24.7%
Multiple rerating+256.1%
Dividend+0.6%
Residual / FX / buybacks / cross-term-63.4%

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.