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7986.T$1821.00-1.03%
Fair $1821.00+0.0%

7986.T

Nihon Isk Co.,Ltd.

Basic Materials / SteelTokyo

$1821.00

-19.00 (-1.03%)

Fairly Valued+0.0%Fair Value $1821.00Fund rank 22/100 · Data gapFallback financials|
SA 43/C
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 15%

FCF escenarios

weak_data · normalized FCF $310.9M · quality 30.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

43/100

C

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 7986.TLocal privado en este navegador · Nihon Isk 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

$2.8B

P/E

6.7x

↓

EV/EBITDA

2.1x

↓

ROE

9.0%

↑

Gross Margin

30.6%

↑

Debt/Equity

N/A

•
52-Week Range$1821
$1457$2069

TradingView lightweight chart

7986.T price, volumen y niveles de valoración

Último $1,821Periodo +38.0%
Fair value: $1,821

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

+4.9%

FCF CAGR

—

FCF margin

5.8%

FCF / Net income

0.84x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.06B · net income $418.7M · FCF $351.4M

2022-FY → 2025-FY

Gross margin

30.6%+5.0% pts

Operating margin

9.8%+7.3% pts

Net margin

6.9%+3.4% pts

FCF margin

5.8%+8.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.06B$6.06B$5.90B$5.71B$5.25B
Net Income$418.7M$418.7M$433.6M$375.2M$181.4M
EBITDA$670.1M$670.1M$596.9M$599.3M$217.8M
EPS——270.17230.76106.27
Gross Margin30.6%30.6%29.3%29.2%25.6%
Operating Margin9.8%9.8%8.8%8.9%2.5%
Net Margin6.9%6.9%7.3%6.6%3.5%
Balance Sheet
Current Ratio2.812.81———
Cash Flow
Free Cash Flow$351.4M$351.4M$310.9M$-187.0M$-164.6M
Returns
ROE9.0%9.0%10.1%9.5%5.0%
Valuation
P/E6.716.715.546.5012.20
EV/EBITDA2.062.062.062.434.62
P/B0.600.600.560.620.61
Growth & Yield
Revenue Growth2.8%2.8%3.3%8.9%—
EPS Growth——17.1%117.1%—
Dividend Yield1.6%1.6%———

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 +20.8%

Total return

+20.8%

Start / end P/E

n/dx → n/dx

EPS bridge

270.17 → n/d

Residual

+19.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.6%
Residual / FX / buybacks / cross-term+19.2%

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.