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5974.T$755.00-0.66%
Fair $755.00+0.0%

5974.T

Chugokukogyo Co.,Ltd.

Utilities / Utilities - Regulated GasTokyo

$755.00

-5.00 (-0.66%)

Fairly Valued+0.0%Fair Value $755.00Fund rank 28/100 · Data gapFallback financials|
SA 62/B
F-Score: 8/9

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 19%

FCF escenarios

weak_data · normalized FCF $38.0M · quality 49.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

62/100

B

Piotroski

8/9

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 · 5974.TLocal privado en este navegador · Chugokukogyo 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

$2.5B

P/E

7.9x

↓

EV/EBITDA

3.8x

↓

ROE

7.0%

↑

Gross Margin

20.3%

↓

Debt/Equity

0.28

↓
52-Week Range$755
$525$968

TradingView lightweight chart

5974.T price, volumen y niveles de valoración

Último $755.00Periodo -50.0%
Fair value: $755.00

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

+2.5%

FCF CAGR

+85.0%

FCF margin

5.6%

FCF / Net income

2.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.84B · net income $376.0M · FCF $772.0M

2022-FY → 2025-FY

Gross margin

20.3%+0.4% pts

Operating margin

3.0%+2.5% pts

Net margin

2.7%+1.7% pts

FCF margin

5.6%+4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.84B$13.84B$13.33B$13.39B$12.87B
Net Income$376.0M$376.0M$206.0M$199.0M$132.0M
EBITDA$913.0M$913.0M$724.0M$685.0M$545.0M
EPS115.83115.8363.4661.3140.84
Gross Margin20.3%20.3%19.5%19.7%19.9%
Operating Margin3.0%3.0%1.5%1.7%0.5%
Net Margin2.7%2.7%1.5%1.5%1.0%
Balance Sheet
Debt/Equity0.280.280.440.490.44
Current Ratio1.561.56———
Cash Flow
Free Cash Flow$772.0M$772.0M$38.0M$-408.0M$122.0M
Returns
ROE7.0%7.0%4.1%4.4%3.1%
Valuation
P/E7.877.879.8211.0614.64
EV/EBITDA3.803.805.155.725.96
P/B0.460.460.400.490.45
Growth & Yield
Revenue Growth3.8%3.8%-0.4%4.1%—
EPS Growth82.5%82.5%3.5%50.1%—
Dividend Yield3.0%3.0%———

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

-16.7%

fácil

EPS terminal req.

$66.99

Spread vs growth

99.2%

5Y implied EPS CAGR

-6.9%

fácil

EPS terminal req.

$81.06

Spread vs growth

89.4%

10Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$130.55

Spread vs growth

81.3%

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 +40.6%

Total return

+40.6%

Start / end P/E

8.7x → 6.5x

EPS bridge

63.46 → 115.83

Residual

-20.3%

EPS growth+82.5%
Multiple rerating-24.7%
Dividend+3.0%
Residual / FX / buybacks / cross-term-20.3%

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.