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9227.T$996.00-3.39%
Fair $996.00+0.0%

9227.T

Microwave Chemical Co., Ltd.

Basic Materials / ChemicalsTokyo

$996.00

-35.00 (-3.39%)

Fairly Valued+0.0%Fair Value $996.00Fund rank 29/100 · Data gapFallback financials|
SA 41/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 $-90.4M · quality 51.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

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 · 9227.TLocal privado en este navegador · Microwave 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

$15.8B

P/E

100.6x

↑

EV/EBITDA

61.9x

↑

ROE

15.2%

↑

Gross Margin

66.8%

↑

Debt/Equity

0.65

↑
52-Week Range$996
$436$1620

TradingView lightweight chart

9227.T price, volumen y niveles de valoración

Último $996.00Periodo +53.2%
Fair value: $996.00

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

+23.2%

FCF CAGR

—

FCF margin

-14.0%

FCF / Net income

-1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.61B · net income $161.5M · FCF $-224.8M

2022-FY → 2025-FY

Gross margin

66.8%-9.6% pts

Operating margin

11.7%+21.8% pts

Net margin

10.0%+22.9% pts

FCF margin

-14.0%+26.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.61B$1.61B$1.86B$1.22B$860.5M
Net Income$161.5M$161.5M$-944.9M$75.4M$-110.2M
EBITDA$273.7M$273.7M$-810.7M$137.6M$-24.4M
EPS9.909.90-61.124.69-43.57
Gross Margin66.8%66.8%60.1%71.1%76.4%
Operating Margin11.7%11.7%7.2%4.9%-10.2%
Net Margin10.0%10.0%-50.7%6.2%-12.8%
Balance Sheet
Debt/Equity0.650.650.660.441.30
Current Ratio1.911.91———
Cash Flow
Free Cash Flow$-224.8M$-224.8M$-90.4M$171.9M$-351.9M
Returns
ROE15.2%15.2%-110.3%4.4%-17.6%
Valuation
P/E100.61100.61—389.55—
EV/EBITDA61.8961.89—209.82—
P/B15.2715.2718.5617.21—
Growth & Yield
Revenue Growth-13.7%-13.7%53.3%41.2%—
EPS Growth116.2%116.2%-1403.2%110.8%—

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

107.4%

muy exigente

EPS terminal req.

$88.38

Spread vs growth

8.8%

5Y implied EPS CAGR

61.0%

muy exigente

EPS terminal req.

$106.94

Spread vs growth

55.2%

10Y implied EPS CAGR

33.1%

muy exigente

EPS terminal req.

$172.22

Spread vs growth

83.1%

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 +104.9%

Total return

+104.9%

Start / end P/E

n/dx → n/dx

EPS bridge

-61.12 → 9.90

Residual

+104.9%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+104.9%

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.