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7446.T$5090.00+4.35%
Fair $5090.00+0.0%

7446.T

Tohoku Chemical Co., Ltd.

Basic Materials / Specialty ChemicalsTokyo

$5090.00

+200.00 (+4.35%)

Fairly Valued+0.0%Fair Value $5090.00Fund rank 29/100 · Data gapFallback financials|
SA 57/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $129.9M · quality 51.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

57/100

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 7446.TLocal privado en este navegador · Tohoku Chemical 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

$4.6B

P/E

8.2x

↓

EV/EBITDA

5.5x

↓

ROE

5.4%

↑

Gross Margin

9.5%

↓

Debt/Equity

0.10

↓
52-Week Range$5090
$3650$4800

TradingView lightweight chart

7446.T price, volumen y niveles de valoración

Último $4,800Periodo +113.3%
Fair value: $5,090

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

-45.8%

FCF margin

0.4%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.44B · net income $428.8M · FCF $129.9M

2022-FY → 2025-FY

Gross margin

9.5%+0.2% pts

Operating margin

1.5%-1.0% pts

Net margin

1.2%-0.5% pts

FCF margin

0.4%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.44B$34.44B$32.16B$35.09B$37.33B
Net Income$428.8M$428.8M$237.5M$556.2M$657.6M
EBITDA$809.6M$809.6M$551.5M$886.7M$1.07B
EPS——263.54617.29728.76
Gross Margin9.5%9.5%9.8%9.5%9.3%
Operating Margin1.5%1.5%1.1%2.1%2.5%
Net Margin1.2%1.2%0.7%1.6%1.8%
Balance Sheet
Debt/Equity0.100.100.110.080.09
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$129.9M$129.9M$-1.22B$919.1M$814.8M
Returns
ROE5.4%5.4%3.2%7.7%10.0%
Valuation
P/E8.258.2513.795.994.36
EV/EBITDA5.535.535.971.931.93
P/B0.580.580.440.460.43
Growth & Yield
Revenue Growth7.1%7.1%-8.4%-6.0%—
EPS Growth——-57.3%-15.3%—
Dividend Yield2.2%2.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +25.0%

Total return

+25.0%

Start / end P/E

n/dx → n/dx

EPS bridge

263.54 → n/d

Residual

+22.8%

EPS growthn/d
Multiple reratingn/d
Dividend+2.2%
Residual / FX / buybacks / cross-term+22.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.