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5757.T$4760.00-0.94%
Fair $4760.00+0.0%

5757.T

CK SAN-ETSU Co., Ltd.

Industrials / Metal FabricationTokyo

$4760.00

-45.00 (-0.94%)

Fairly Valued+0.0%Fair Value $4760.00Fund rank 32/100 · Data gapFallback financials|
SA 73/B
F-Score: 6/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $970.0M · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

73/100

B

Piotroski

6/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5757.TLocal privado en este navegador · CK SAN-ETSU 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

$39.3B

P/E

11.0x

↓

EV/EBITDA

4.5x

↓

ROE

10.0%

↑

Gross Margin

12.3%

↓

Debt/Equity

0.20

↓
52-Week Range$4760
$3480$4980

TradingView lightweight chart

5757.T price, volumen y niveles de valoración

Último $4,760Periodo +151.3%
Fair value: $4,760

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

+2.7%

FCF CAGR

-10.0%

FCF margin

2.4%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $125.11B · net income $5.21B · FCF $2.99B

2022-FY → 2025-FY

Gross margin

12.3%-1.2% pts

Operating margin

8.2%-1.1% pts

Net margin

4.2%+0.4% pts

FCF margin

2.4%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$125.11B$125.11B$111.43B$123.84B$115.34B
Net Income$5.21B$5.21B$3.81B$5.32B$4.31B
EBITDA$10.37B$10.37B$8.17B$10.92B$9.14B
EPS616.11616.11458.22644.39517.19
Gross Margin12.3%12.3%11.7%10.7%13.5%
Operating Margin8.2%8.2%7.1%6.7%9.3%
Net Margin4.2%4.2%3.4%4.3%3.7%
Balance Sheet
Debt/Equity0.200.200.170.210.25
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$2.99B$2.99B$970.0M$836.0M$4.10B
Returns
ROE10.0%10.0%8.0%12.3%11.2%
Valuation
P/E11.0211.028.486.237.92
EV/EBITDA4.544.544.843.794.73
P/B0.770.770.680.760.89
Growth & Yield
Revenue Growth12.3%12.3%-10.0%7.4%—
EPS Growth34.5%34.5%-28.9%24.6%—
Dividend Yield2.1%2.1%———

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

-11.8%

fácil

EPS terminal req.

$422.37

Spread vs growth

46.3%

5Y implied EPS CAGR

-3.7%

fácil

EPS terminal req.

$511.07

Spread vs growth

38.1%

10Y implied EPS CAGR

2.9%

fácil

EPS terminal req.

$823.08

Spread vs growth

31.5%

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 +34.5%

Total return

+34.5%

Start / end P/E

7.8x → 7.7x

EPS bridge

458.22 → 616.11

Residual

-0.5%

EPS growth+34.5%
Multiple rerating-1.5%
Dividend+2.1%
Residual / FX / buybacks / cross-term-0.5%

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.