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8076.T$1950.00-1.27%
Fair $1950.00+0.0%

8076.T

Canox Corporation

Basic Materials / SteelTokyo

$1950.00

-25.00 (-1.27%)

Fairly Valued+0.0%Fair Value $1950.00Fund rank 22/100 · Data gapFallback financials|
SA 41/C
F-Score: 8/9
Margin Compression

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 16%

FCF escenarios

weak_data · normalized FCF $4.6B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 8/100Data 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

41/100

C

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: 1unknown: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 8076.TLocal privado en este navegador · Canox Corporation
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

$18.7B

P/E

8.9x

↓

EV/EBITDA

13.2x

↑

ROE

6.3%

↑

Gross Margin

4.8%

↓

Debt/Equity

1.00

↑
52-Week Range$1950
$1716$2238

TradingView lightweight chart

8076.T price, volumen y niveles de valoración

Último $1,950Periodo +43.3%
Fair value: $1,950

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

+14.1%

FCF CAGR

—

FCF margin

2.7%

FCF / Net income

2.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $173.01B · net income $1.99B · FCF $4.60B

2022-FY → 2025-FY

Gross margin

4.8%-1.5% pts

Operating margin

1.5%-0.7% pts

Net margin

1.1%-0.5% pts

FCF margin

2.7%+12.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$173.01B$173.01B$172.49B$151.67B$116.52B
Net Income$1.99B$1.99B$1.95B$1.78B$1.89B
EBITDA$3.36B$3.36B$3.27B$2.98B$3.10B
EPS218.05218.05202.62181.80192.91
Gross Margin4.8%4.8%4.5%5.0%6.3%
Operating Margin1.5%1.5%1.5%1.6%2.1%
Net Margin1.1%1.1%1.1%1.2%1.6%
Balance Sheet
Debt/Equity1.001.001.151.341.09
Current Ratio1.641.64———
Cash Flow
Free Cash Flow$4.60B$4.60B$4.88B$-6.57B$-11.59B
Returns
ROE6.3%6.3%6.6%6.7%7.3%
Valuation
P/E8.948.949.629.29—
EV/EBITDA13.1813.1815.2516.47—
P/B0.560.560.640.62—
Growth & Yield
Revenue Growth0.3%0.3%13.7%30.2%—
EPS Growth7.6%7.6%11.5%-5.8%—
Dividend Yield5.4%5.4%———

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

-7.4%

fácil

EPS terminal req.

$173.03

Spread vs growth

15.0%

5Y implied EPS CAGR

-0.8%

fácil

EPS terminal req.

$209.37

Spread vs growth

8.4%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$337.19

Spread vs growth

3.2%

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 +19.0%

Total return

+19.0%

Start / end P/E

8.5x → 8.9x

EPS bridge

202.62 → 218.05

Residual

+0.4%

EPS growth+7.6%
Multiple rerating+5.6%
Dividend+5.4%
Residual / FX / buybacks / cross-term+0.4%

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.