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5939.T$4870.00-1.32%
Fair $4870.00+0.0%

5939.T

Otani Kogyo Co.,Ltd.

Industrials / Electrical Equipment & PartsTokyo

$4870.00

-65.00 (-1.32%)

Fairly Valued+0.0%Fair Value $4870.00Fund rank 25/100 · Data gapFallback financials|
SA 51/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 $-42.6M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

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 · 5939.TLocal privado en este navegador · Otani Kogyo Co.,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

$3.8B

P/E

12.8x

↓

EV/EBITDA

3.9x

↓

ROE

9.1%

↑

Gross Margin

21.8%

↓

Debt/Equity

0.12

↓
52-Week Range$4870
$4845$10630

TradingView lightweight chart

5939.T price, volumen y niveles de valoración

Último $4,870Periodo +153.6%
Fair value: $4,870

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

+7.2%

FCF CAGR

—

FCF margin

5.4%

FCF / Net income

1.16x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.90B · net income $369.2M · FCF $428.4M

2022-FY → 2025-FY

Gross margin

21.8%+2.6% pts

Operating margin

6.0%+3.3% pts

Net margin

4.7%+2.7% pts

FCF margin

5.4%+9.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.90B$7.90B$7.91B$7.19B$6.41B
Net Income$369.2M$369.2M$334.6M$173.9M$127.0M
EBITDA$606.7M$606.7M$577.0M$402.6M$352.8M
EPS473.79473.79429.38223.15162.98
Gross Margin21.8%21.8%19.6%17.9%19.2%
Operating Margin6.0%6.0%5.3%3.5%2.7%
Net Margin4.7%4.7%4.2%2.4%2.0%
Balance Sheet
Debt/Equity0.120.120.140.010.01
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$428.4M$428.4M$-70.7M$-42.6M$-273.5M
Returns
ROE9.1%9.1%9.0%5.1%3.9%
Valuation
P/E12.7712.7716.6325.6325.16
EV/EBITDA3.893.897.858.305.71
P/B0.930.931.491.320.99
Growth & Yield
Revenue Growth-0.2%-0.2%10.0%12.2%—
EPS Growth10.3%10.3%92.4%36.9%—
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%

3Y implied EPS CAGR

-3.0%

fácil

EPS terminal req.

$432.13

Spread vs growth

13.4%

5Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$522.88

Spread vs growth

8.4%

10Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$842.10

Spread vs growth

4.4%

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 -7.4%

Total return

-7.4%

Start / end P/E

12.4x → 10.3x

EPS bridge

429.38 → 473.79

Residual

-1.8%

EPS growth+10.3%
Multiple rerating-17.2%
Dividend+1.2%
Residual / FX / buybacks / cross-term-1.8%

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.