Financials Fujimi Incorporated

Equities

5384

JP3820900003

Specialty Chemicals

Market Closed - Japan Exchange 02:00:00 2024-04-30 am EDT 5-day change 1st Jan Change
3,445 JPY +0.73% Intraday chart for Fujimi Incorporated +6.16% +9.89%

Valuation

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 59,624 66,448 106,671 166,134 180,515 255,562 - -
Enterprise Value (EV) 1 37,772 41,180 75,347 129,572 144,277 221,014 226,691 236,013
P/E ratio 14 x 15.5 x 19 x 18.1 x 17.1 x 40.2 x 28.5 x 22.1 x
Yield 3.6% 3.24% 2.67% 2.75% 3.01% 2.13% 2.16% 2.54%
Capitalization / Revenue 1.59 x 1.73 x 2.54 x 3.21 x 3.09 x 5.06 x 4.41 x 3.81 x
EV / Revenue 1.01 x 1.07 x 1.8 x 2.5 x 2.47 x 4.37 x 3.91 x 3.52 x
EV / EBITDA 5.62 x 5.41 x 8.08 x 9.44 x 9.64 x 21.9 x 16 x 13.1 x
EV / FCF 14.7 x 9.8 x 10.5 x 15.8 x 27.3 x 49.9 x -1,096 x -2,399 x
FCF Yield 6.8% 10.2% 9.51% 6.33% 3.66% 2% -0.09% -0.04%
Price to Book 1.19 x 1.28 x 1.9 x 2.64 x 2.62 x 3.61 x 3.47 x 3.27 x
Nbr of stocks (in thousands) 73,944 74,161 74,163 74,167 74,184 74,183 - -
Reference price 2 806.3 896.0 1,438 2,240 2,433 3,445 3,445 3,445
Announcement Date 5/10/19 5/13/20 5/12/21 5/31/22 5/10/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 37,394 38,408 41,956 51,731 58,394 50,553 57,928 67,026
EBITDA 1 6,723 7,605 9,326 13,720 14,973 10,088 14,156 18,044
EBIT 1 5,310 6,007 7,639 12,059 13,243 8,016 11,596 15,050
Operating Margin 14.2% 15.64% 18.21% 23.31% 22.68% 15.86% 20.02% 22.45%
Earnings before Tax (EBT) 1 5,637 5,764 7,242 12,382 13,507 8,418 11,979 15,495
Net income 1 4,265 4,270 5,607 9,156 10,594 6,356 8,962 11,539
Net margin 11.41% 11.12% 13.36% 17.7% 18.14% 12.57% 15.47% 17.22%
EPS 2 57.69 57.66 75.62 123.5 142.7 85.76 120.9 155.6
Free Cash Flow 1 2,568 4,202 7,169 8,204 5,283 4,431 -206.8 -98.4
FCF margin 6.87% 10.94% 17.09% 15.86% 9.05% 8.77% -0.36% -0.15%
FCF Conversion (EBITDA) 38.2% 55.25% 76.87% 59.8% 35.28% 43.92% - -
FCF Conversion (Net income) 60.21% 98.41% 127.86% 89.6% 49.87% 69.71% - -
Dividend per Share 2 29.00 29.00 38.33 61.67 73.33 73.27 74.51 87.43
Announcement Date 5/10/19 5/13/20 5/12/21 5/31/22 5/10/23 - - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: March 2020 S1 2020 S2 2021 S1 2021 S2 2022 Q2 2022 S1 2022 Q3 2022 Q4 2022 S2 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2023 S2 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4 2024 S2 2025 Q1 2025 Q2 2025 S1 2025 Q3 2025 Q4 2025 S2 2026 S1 2026 S2
Net sales 1 18,884 19,524 20,427 21,529 12,904 25,291 13,363 13,077 26,440 15,136 15,961 31,097 14,119 13,178 27,297 13,225 12,127 25,352 12,426 12,738 25,301 13,595 14,355 27,250 14,945 15,560 29,850 31,750 33,550
EBITDA - - - - - - - - - - - - - - - - - - - - 5,088 - - - - - - - -
EBIT 1 2,863 3,144 3,718 3,921 3,159 6,158 3,315 2,586 5,901 4,152 3,667 7,819 3,427 1,997 5,424 2,351 1,598 3,949 2,160 1,849 4,001 2,500 2,500 4,800 2,950 3,155 5,200 6,400 6,800
Operating Margin 15.16% 16.1% 18.2% 18.21% 24.48% 24.35% 24.81% 19.78% 22.32% 27.43% 22.97% 25.14% 24.27% 15.15% 19.87% 17.78% 13.18% 15.58% 17.38% 14.51% 15.81% 18.39% 17.42% 17.61% 19.74% 20.28% 17.42% 20.16% 20.27%
Earnings before Tax (EBT) 1 2,974 2,790 3,694 3,548 3,225 6,357 3,392 2,633 6,025 4,380 3,846 8,226 3,255 2,026 5,281 2,605 1,825 4,430 2,025 2,045 4,070 - - - - - - - -
Net income 1 2,212 2,058 2,855 2,752 2,503 4,803 2,467 1,886 4,353 3,123 3,032 6,155 2,368 2,071 4,439 1,825 1,552 3,377 1,420 1,603 3,018 - - 3,700 - - 3,900 4,900 5,200
Net margin 11.71% 10.54% 13.98% 12.78% 19.4% 18.99% 18.46% 14.42% 16.46% 20.63% 19% 19.79% 16.77% 15.72% 16.26% 13.8% 12.8% 13.32% 11.43% 12.58% 11.93% - - 13.58% - - 13.07% 15.43% 15.5%
EPS 2 29.91 - 38.50 - 33.75 64.77 33.26 25.43 - 42.12 40.78 82.90 31.85 27.93 - 24.61 20.92 45.53 19.14 16.76 - - - - - - - - -
Dividend per Share 13.33 - 16.67 - - 28.33 - - - - - 36.67 - - - - - 36.67 - - - - - - - - - - -
Announcement Date 11/5/19 5/13/20 11/4/20 5/12/21 11/4/21 11/4/21 2/2/22 5/31/22 5/31/22 8/12/22 11/4/22 11/4/22 2/2/23 5/10/23 5/10/23 8/4/23 11/2/23 11/2/23 2/2/24 - - - - - - - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: March 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 - - - - - - - -
Net Cash position 1 21,852 25,268 31,324 36,562 36,238 34,548 28,871 19,548
Leverage (Debt/EBITDA) - - - - - - - -
Free Cash Flow 1 2,568 4,202 7,169 8,204 5,283 4,431 -207 -98.4
ROE (net income / shareholders' equity) 8.7% 8.3% 10.4% 15.4% 16.1% 9.22% 11.9% 13.8%
ROA (Net income/ Total Assets) 9.95% 10.5% 12.3% 17.7% 17.5% 8.5% 11.1% 13.2%
Assets 1 42,859 40,558 45,556 51,849 60,698 74,781 81,100 87,750
Book Value Per Share 2 679.0 702.0 756.0 849.0 930.0 955.0 994.0 1,054
Cash Flow per Share 2 76.80 79.30 98.40 146.0 166.0 149.0 151.0 160.0
Capex 1 1,829 2,030 1,574 1,814 2,094 5,100 9,333 11,500
Capex / Sales 4.89% 5.29% 3.75% 3.51% 3.59% 10.09% 16.11% 17.16%
Announcement Date 5/10/19 5/13/20 5/12/21 5/31/22 5/10/23 - - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Trading Rating
Investor Rating
ESG Refinitiv
More Ratings
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
8
Last Close Price
3,445 JPY
Average target price
3,751 JPY
Spread / Average Target
+8.89%
Consensus
  1. Stock Market
  2. Equities
  3. 5384 Stock
  4. Financials Fujimi Incorporated