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2693.T$397.00-2.46%
Fair $397.00+0.0%

2693.T

YKT Corporation

Industrials / Specialty Industrial MachineryTokyo

$397.00

-10.00 (-2.46%)

Fairly Valued+0.0%Fair Value $397.00Fund rank 30/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9
Margin CompressionLow Profitability

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $789.1M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 33/100Data 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

51/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 0.7%, below the 5% threshold
Thesis & Journal · 2693.TLocal privado en este navegador · YKT 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

$4.6B

P/E

82.7x

↑

EV/EBITDA

9.4x

↓

ROE

0.7%

↓

Gross Margin

13.8%

↓

Debt/Equity

0.49

↑
52-Week Range$397
$221$548

TradingView lightweight chart

2693.T price, volumen y niveles de valoración

Último $397.00Periodo -17.3%
Fair value: $397.00

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

-15.4%

FCF CAGR

-8.3%

FCF margin

5.9%

FCF / Net income

14.15x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.39B · net income $55.8M · FCF $789.1M

2022-FY → 2025-FY

Gross margin

13.8%-1.4% pts

Operating margin

-1.5%-6.1% pts

Net margin

0.4%-3.5% pts

FCF margin

5.9%+1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.39B$13.39B$11.93B$12.88B$22.08B
Net Income$55.8M$55.8M$-1.5M$304.5M$856.0M
EBITDA$197.4M$197.4M$222.4M$539.7M$1.32B
EPS——-0.1326.2373.73
Gross Margin13.8%13.8%17.6%19.4%15.2%
Operating Margin-1.5%-1.5%-0.1%3.0%4.6%
Net Margin0.4%0.4%-0.0%2.4%3.9%
Balance Sheet
Debt/Equity0.490.490.270.350.45
Current Ratio2.042.04———
Cash Flow
Free Cash Flow$789.1M$789.1M$-252.6M$2.19B$1.02B
Returns
ROE0.7%0.7%-0.0%3.8%11.0%
Valuation
P/E82.7182.71—10.224.34
EV/EBITDA9.449.446.582.202.99
P/B0.580.580.380.390.48
Growth & Yield
Revenue Growth12.2%12.2%-7.4%-41.7%—
EPS Growth——-100.5%-64.4%—
Dividend Yield1.2%1.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +65.3%

Total return

+65.3%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.13 → n/d

Residual

+64.0%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+64.0%

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.