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5903.T$1698.00+0.00%
Fair $1698.00+0.0%

5903.T

Shinpo Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1698.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $1698.00Fund rank 26/100 · Data gapFallback financials|
SA 63/B
F-Score: 3/9

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 18%

FCF escenarios

weak_data · normalized FCF $724.7M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

63/100

B

Piotroski

3/9

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 · 5903.TLocal privado en este navegador · Shinpo 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

$9.3B

P/E

20.3x

↑

EV/EBITDA

7.6x

↓

ROE

8.5%

↑

Gross Margin

35.0%

↑

Debt/Equity

0.08

↓
52-Week Range$1698
$1141$1698

TradingView lightweight chart

5903.T price, volumen y niveles de valoración

Último $1,697Periodo +223.2%
Fair value: $1,698

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

+5.9%

FCF CAGR

—

FCF margin

-13.3%

FCF / Net income

-1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.37B · net income $586.5M · FCF $-980.1M

2022-FY → 2025-FY

Gross margin

35.0%-2.8% pts

Operating margin

13.2%-1.0% pts

Net margin

8.0%-0.6% pts

FCF margin

-13.3%-4.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.37B$7.37B$7.21B$6.39B$6.21B
Net Income$586.5M$586.5M$661.3M$682.9M$532.4M
EBITDA$1.02B$1.02B$1.12B$1.14B$814.2M
EPS105.50105.50116.78120.6694.07
Gross Margin35.0%35.0%36.3%38.0%37.8%
Operating Margin13.2%13.2%14.1%15.0%14.3%
Net Margin8.0%8.0%9.2%10.7%8.6%
Balance Sheet
Debt/Equity0.080.080.020.030.04
Current Ratio3.443.44———
Cash Flow
Free Cash Flow$-980.1M$-980.1M$724.7M$859.4M$-574.4M
Returns
ROE8.5%8.5%9.7%10.9%9.4%
Valuation
P/E20.2620.2611.9910.7211.43
EV/EBITDA7.587.584.194.085.05
P/B1.361.361.171.161.07
Growth & Yield
Revenue Growth2.2%2.2%12.8%2.9%—
EPS Growth-9.7%-9.7%-3.2%28.3%—
Dividend Yield2.5%2.5%———

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

12.6%

razonable

EPS terminal req.

$150.67

Spread vs growth

-22.3%

5Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$182.31

Spread vs growth

-21.2%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$293.61

Spread vs growth

-20.4%

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 +43.7%

Total return

+43.7%

Start / end P/E

10.3x → 16.1x

EPS bridge

116.78 → 105.50

Residual

-5.4%

EPS growth-9.7%
Multiple rerating+56.3%
Dividend+2.5%
Residual / FX / buybacks / cross-term-5.4%

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.