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9888.T$944.00+3.28%
Fair $944.00+0.0%

9888.T

UEX, Ltd.

Basic Materials / SteelTokyo

$944.00

+30.00 (+3.28%)

Fairly Valued+0.0%Fair Value $944.00Fund rank 26/100 · Data gapFallback financials|
SA 56/C
F-Score: 1/9
Declining Revenue

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 18%

FCF escenarios

weak_data · normalized FCF $465.1M · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

56/100

C

Piotroski

1/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 9888.TLocal privado en este navegador · UEX, 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

$10.4B

P/E

15.6x

↓

EV/EBITDA

7.0x

↓

ROE

5.3%

↑

Gross Margin

18.9%

↓

Debt/Equity

0.69

↑
52-Week Range$944
$693$945

TradingView lightweight chart

9888.T price, volumen y niveles de valoración

Último $944.00Periodo +277.6%
Fair value: $944.00

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

+3.4%

FCF CAGR

—

FCF margin

-3.5%

FCF / Net income

-1.89x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $50.28B · net income $927.6M · FCF $-1.75B

2022-FY → 2025-FY

Gross margin

18.9%-1.3% pts

Operating margin

3.5%-1.1% pts

Net margin

1.8%-1.2% pts

FCF margin

-3.5%-7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$50.28B$50.28B$52.11B$53.83B$45.52B
Net Income$927.6M$927.6M$1.30B$2.83B$1.40B
EBITDA$2.27B$2.27B$2.99B$5.09B$2.93B
EPS84.1884.18117.62256.63127.06
Gross Margin18.9%18.9%19.1%22.2%20.3%
Operating Margin3.5%3.5%4.0%7.9%4.7%
Net Margin1.8%1.8%2.5%5.3%3.1%
Balance Sheet
Debt/Equity0.690.690.540.500.60
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-1.75B$-1.75B$465.1M$935.6M$1.63B
Returns
ROE5.3%5.3%7.5%17.2%10.1%
Valuation
P/E15.6015.609.514.554.67
EV/EBITDA6.966.965.143.013.20
P/B0.600.600.710.780.47
Growth & Yield
Revenue Growth-3.5%-3.5%-3.2%18.2%—
EPS Growth-28.4%-28.4%-54.2%102.0%—
Dividend Yield3.9%3.9%———

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

-0.2%

fácil

EPS terminal req.

$83.76

Spread vs growth

-28.3%

5Y implied EPS CAGR

3.8%

fácil

EPS terminal req.

$101.35

Spread vs growth

-32.2%

10Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$163.23

Spread vs growth

-35.3%

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 +30.1%

Total return

+30.1%

Start / end P/E

6.4x → 11.2x

EPS bridge

117.62 → 84.18

Residual

-21.7%

EPS growth-28.4%
Multiple rerating+76.3%
Dividend+3.9%
Residual / FX / buybacks / cross-term-21.7%

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.