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v0.1
5851.T$2610.00-3.69%
Fair $2610.00+0.0%

5851.T

Ryobi Limited

Industrials / Metal FabricationTokyo

$2610.00

-100.00 (-3.69%)

Fairly Valued+0.0%Fair Value $2610.00Fund rank 27/100 · Data gapFallback financials|
SA 58/C
F-Score: 7/9

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 18%

FCF escenarios

weak_data · normalized FCF $9.7B · quality 45.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

58/100

C

Piotroski

7/9

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 5851.TLocal privado en este navegador · Ryobi 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

$83.0B

P/E

7.5x

↓

EV/EBITDA

3.5x

↓

ROE

6.2%

↑

Gross Margin

12.6%

↓

Debt/Equity

0.42

↑
52-Week Range$2610
$2049$3065

TradingView lightweight chart

5851.T price, volumen y niveles de valoración

Último $2,610Periodo +281.0%
Fair value: $2,610

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

+7.4%

FCF CAGR

—

FCF margin

-2.2%

FCF / Net income

-0.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $309.11B · net income $11.18B · FCF $-6.68B

2022-FY → 2025-FY

Gross margin

12.6%+1.2% pts

Operating margin

4.1%+1.3% pts

Net margin

3.6%+1.7% pts

FCF margin

-2.2%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$309.11B$309.11B$293.31B$282.69B$249.52B
Net Income$11.18B$11.18B$6.93B$10.12B$4.78B
EBITDA$36.95B$36.95B$33.10B$33.13B$26.31B
EPS346.41346.41214.26312.51147.80
Gross Margin12.6%12.6%11.7%12.2%11.3%
Operating Margin4.1%4.1%3.2%4.3%2.8%
Net Margin3.6%3.6%2.4%3.6%1.9%
Balance Sheet
Debt/Equity0.420.420.370.460.55
Current Ratio1.771.77———
Cash Flow
Free Cash Flow$-6.68B$-6.68B$15.09B$9.68B$-92.0M
Returns
ROE6.2%6.2%4.1%6.7%3.6%
Valuation
P/E7.547.5410.628.707.72
EV/EBITDA3.463.463.213.943.19
P/B0.470.470.440.580.27
Growth & Yield
Revenue Growth5.4%5.4%3.8%13.3%—
EPS Growth61.7%61.7%-31.4%111.4%—
Dividend Yield3.8%3.8%———

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

-12.6%

fácil

EPS terminal req.

$231.59

Spread vs growth

74.2%

5Y implied EPS CAGR

-4.2%

fácil

EPS terminal req.

$280.23

Spread vs growth

65.8%

10Y implied EPS CAGR

2.7%

fácil

EPS terminal req.

$451.31

Spread vs growth

59.0%

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 +27.5%

Total return

+27.5%

Start / end P/E

9.9x → 7.5x

EPS bridge

214.26 → 346.41

Residual

-14.5%

EPS growth+61.7%
Multiple rerating-23.5%
Dividend+3.8%
Residual / FX / buybacks / cross-term-14.5%

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.