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5889.T$2090.00-0.24%
Fair $2090.00+0.0%

5889.T

5889.T

Healthcare / Medical Instruments & SuppliesTokyo

$2090.00

-5.00 (-0.24%)

Fairly Valued+0.0%Fair Value $2090.00Fund rank 36/100 · Data gapFallback financials|
SA 50/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 74.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data 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

50/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5889.TLocal privado en este navegador · 5889.T
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

$50.6B

P/E

13.5x

↓

EV/EBITDA

8.1x

↓

ROE

20.8%

↑

Gross Margin

78.7%

↑

Debt/Equity

0.86

↑
52-Week Range$2090
$1822$2610

TradingView lightweight chart

5889.T price, volumen y niveles de valoración

Último $2,087Periodo +87.8%
Fair value: $2,090

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+20.2%

FCF CAGR

+21.1%

FCF margin

24.9%

FCF / Net income

1.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.64B · net income $3.78B · FCF $4.64B

2023-FY → 2026-FY

Gross margin

78.7%+2.1% pts

Operating margin

32.0%+11.2% pts

Net margin

20.3%+17.6% pts

FCF margin

24.9%+0.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$18.64B$18.64B$16.67B$13.53B$10.72B
Net Income$3.78B$3.78B$3.99B$2.22B$292.0M
EBITDA$7.87B$7.87B$7.01B$5.18B$3.63B
EPS154.41154.41163.09108.0325.04
Gross Margin78.7%78.7%78.9%77.5%76.6%
Operating Margin32.0%32.0%32.0%27.4%20.8%
Net Margin20.3%20.3%24.0%16.4%2.7%
Balance Sheet
Debt/Equity0.860.861.011.243.66
Current Ratio0.440.44———
Cash Flow
Free Cash Flow$4.64B$4.64B$3.08B$2.67B$2.62B
Returns
ROE20.8%20.8%24.3%16.7%6.2%
Valuation
P/E13.5313.5314.0713.24—
EV/EBITDA8.108.109.837.98—
P/B2.822.823.422.21—
Growth & Yield
Revenue Growth11.8%11.8%23.2%26.2%—
EPS Growth-5.3%-5.3%51.0%331.4%—
Dividend Yield4.1%4.1%———

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

6.3%

razonable

EPS terminal req.

$185.45

Spread vs growth

-11.6%

5Y implied EPS CAGR

7.8%

razonable

EPS terminal req.

$224.40

Spread vs growth

-13.1%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$361.39

Spread vs growth

-14.2%

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 -4.7%

Total return

-4.7%

Start / end P/E

14.0x → 13.5x

EPS bridge

163.09 → 154.41

Residual

+0.2%

EPS growth-5.3%
Multiple rerating-3.7%
Dividend+4.1%
Residual / FX / buybacks / cross-term+0.2%

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.