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2155.HK$10.44+15.19%
Fair $10.44+0.0%

2155.HK

Morimatsu International Holdings Company Limited

Industrials / Specialty Industrial MachineryHKSE

$10.44

+1.41 (+15.19%)

Fairly Valued+0.0%Fair Value $10.44Fund rank 28/100 · Data gapFallback financials|
SA 48/C
F-Score: 2/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $100.5M · quality 46.3/100

Data gap 28/100
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

48/100

C

Piotroski

2/9

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 holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 2155.HKLocal privado en este navegador · Morimatsu International Holdings Company Limited
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

$13.0B

P/E

19.3x

↑

EV/EBITDA

10.8x

↑

ROE

10.7%

↑

Gross Margin

26.1%

↑

Debt/Equity

0.07

↓
52-Week Range$10
$6$12

TradingView lightweight chart

2155.HK price, volumen y niveles de valoración

Último $10.69Periodo +37.4%
Fair value: $10.44

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

+2.4%

FCF CAGR

+72.2%

FCF margin

1.1%

FCF / Net income

0.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.95B · net income $599.6M · FCF $78.3M

2022-FY → 2025-FY

Gross margin

26.1%-1.5% pts

Operating margin

9.5%-2.6% pts

Net margin

8.6%-1.7% pts

FCF margin

1.1%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.95B$6.95B$6.95B$7.36B$6.49B
Net Income$599.6M$599.6M$737.2M$844.7M$669.3M
EBITDA$971.2M$971.2M$1.12B$1.14B$890.7M
EPS0.470.470.590.670.58
Gross Margin26.1%26.1%29.5%27.9%27.6%
Operating Margin9.5%9.5%11.9%12.9%12.1%
Net Margin8.6%8.6%10.6%11.5%10.3%
Balance Sheet
Debt/Equity0.070.070.060.090.17
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$78.3M$78.3M$721.8M$100.5M$15.3M
Returns
ROE10.7%10.7%14.6%19.3%23.8%
Valuation
P/E19.3319.337.697.4016.12
EV/EBITDA10.7810.783.033.8711.12
P/B2.362.361.131.423.84
Growth & Yield
Revenue Growth0.1%0.1%-5.6%13.5%—
EPS Growth-20.3%-20.3%-11.9%15.5%—
Dividend Yield1.9%1.9%———

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

25.4%

muy exigente

EPS terminal req.

$0.93

Spread vs growth

-45.7%

5Y implied EPS CAGR

19.0%

exigente

EPS terminal req.

$1.12

Spread vs growth

-39.3%

10Y implied EPS CAGR

14.4%

razonable

EPS terminal req.

$1.81

Spread vs growth

-34.7%

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 +68.9%

Total return

+68.9%

Start / end P/E

10.8x → 22.7x

EPS bridge

0.59 → 0.47

Residual

-22.3%

EPS growth-20.3%
Multiple rerating+109.7%
Dividend+1.9%
Residual / FX / buybacks / cross-term-22.3%

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.