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8113.T$930.10-0.47%
Fair $930.10+0.0%

8113.T

Unicharm Corporation

Consumer Defensive / Household & Personal ProductsTokyo

$930.10

-4.40 (-0.47%)

Fairly Valued+0.0%Fair Value $930.10Fund rank 38/100 · Data gapFallback financials|
SA 43/C
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $102.8B · quality 81.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

4/9

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 · 8113.TLocal privado en este navegador · Unicharm 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

$1.60T

P/E

27.0x

↑

EV/EBITDA

8.8x

↓

ROE

8.2%

↑

Gross Margin

39.1%

↑

Debt/Equity

0.01

↓
52-Week Range$930
$875$1182

TradingView lightweight chart

8113.T price, volumen y niveles de valoración

Último $930.10Periodo +333.0%
Fair value: $930.10

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

+1.7%

FCF CAGR

+20.2%

FCF margin

10.9%

FCF / Net income

1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $945.27B · net income $65.21B · FCF $102.84B

2022-FY → 2025-FY

Gross margin

39.1%+2.5% pts

Operating margin

10.8%-2.0% pts

Net margin

6.9%-0.6% pts

FCF margin

10.9%+4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$945.27B$945.27B$988.98B$941.79B$898.02B
Net Income$65.21B$65.21B$81.84B$86.05B$67.61B
EBITDA$157.12B$157.12B$191.02B$180.56B$161.34B
EPS37.3037.3046.4148.4737.86
Gross Margin39.1%39.1%39.4%37.3%36.6%
Operating Margin10.8%10.8%13.6%13.9%12.8%
Net Margin6.9%6.9%8.3%9.1%7.5%
Balance Sheet
Debt/Equity0.010.010.030.040.04
Current Ratio2.572.57———
Cash Flow
Free Cash Flow$102.84B$102.84B$97.77B$124.00B$59.27B
Returns
ROE8.2%8.2%10.6%12.4%10.9%
Valuation
P/E26.9826.9828.0735.2542.27
EV/EBITDA8.818.8110.8015.4416.54
P/B2.052.052.974.334.62
Growth & Yield
Revenue Growth-4.4%-4.4%5.0%4.9%—
EPS Growth-19.6%-19.6%-4.3%28.0%—
Dividend Yield2.4%2.4%———

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

30.3%

muy exigente

EPS terminal req.

$82.53

Spread vs growth

-49.9%

5Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$99.86

Spread vs growth

-41.4%

10Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$160.83

Spread vs growth

-35.4%

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 -16.0%

Total return

-16.0%

Start / end P/E

24.5x → 24.9x

EPS bridge

46.41 → 37.30

Residual

-0.3%

EPS growth-19.6%
Multiple rerating+1.6%
Dividend+2.4%
Residual / FX / buybacks / cross-term-0.3%

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.