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6378.T$1137.00-2.24%
Fair $1137.00+0.0%

6378.T

Kimura Chemical Plants Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1137.00

-26.00 (-2.24%)

Fairly Valued+0.0%Fair Value $1137.00Fund rank 31/100 · Data gapFallback financials|
SA 64/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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 55.7/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 35/100Data 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

64/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 6378.TLocal privado en este navegador · Kimura Chemical Plants 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

$21.9B

P/E

9.9x

↓

EV/EBITDA

4.1x

↓

ROE

12.1%

↑

Gross Margin

22.0%

↓

Debt/Equity

0.08

↓
52-Week Range$1137
$804$1950

TradingView lightweight chart

6378.T price, volumen y niveles de valoración

Último $1,137Periodo +546.0%
Fair value: $1,137

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

+2.4%

FCF CAGR

—

FCF margin

7.9%

FCF / Net income

0.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.43B · net income $2.31B · FCF $2.08B

2022-FY → 2025-FY

Gross margin

22.0%+1.7% pts

Operating margin

11.4%+0.5% pts

Net margin

8.7%+0.7% pts

FCF margin

7.9%+9.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.43B$26.43B$24.67B$21.55B$24.59B
Net Income$2.31B$2.31B$1.55B$999.0M$1.97B
EBITDA$3.49B$3.49B$2.52B$1.73B$3.10B
EPS116.61116.6178.4750.7599.43
Gross Margin22.0%22.0%18.8%18.1%20.3%
Operating Margin11.4%11.4%8.5%8.1%10.9%
Net Margin8.7%8.7%6.3%4.6%8.0%
Balance Sheet
Debt/Equity0.080.080.090.090.12
Current Ratio2.512.51———
Cash Flow
Free Cash Flow$2.08B$2.08B$774.0M$2.81B$-363.0M
Returns
ROE12.1%12.1%8.9%6.5%13.4%
Valuation
P/E9.879.878.9613.388.00
EV/EBITDA4.064.062.854.113.84
P/B1.181.180.800.871.07
Growth & Yield
Revenue Growth7.1%7.1%14.5%-12.3%—
EPS Growth48.6%48.6%54.6%-49.0%—
Dividend Yield3.5%3.5%———

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

-4.7%

fácil

EPS terminal req.

$100.89

Spread vs growth

53.3%

5Y implied EPS CAGR

0.9%

fácil

EPS terminal req.

$122.08

Spread vs growth

47.7%

10Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$196.61

Spread vs growth

43.2%

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 +42.9%

Total return

+42.9%

Start / end P/E

10.4x → 9.8x

EPS bridge

78.47 → 116.61

Residual

-3.0%

EPS growth+48.6%
Multiple rerating-6.2%
Dividend+3.5%
Residual / FX / buybacks / cross-term-3.0%

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.