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5945.T$2515.00+1.16%
Fair $2515.00+0.0%

5945.T

Tenryu Saw Mfg. Co., Ltd.

Industrials / Tools & AccessoriesTokyo

$2515.00

+29.00 (+1.16%)

Fairly Valued+0.0%Fair Value $2515.00Fund rank 28/100 · Data gapFallback financials|
SA 50/C
F-Score: 7/9
Low 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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $556.6M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 52/100Data 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

50/100

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: 1unknown: 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. ROE is 4.1%, below the 5% threshold
Thesis & Journal · 5945.TLocal privado en este navegador · Tenryu Saw Mfg. 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

$22.5B

P/E

13.7x

↓

EV/EBITDA

4.4x

↓

ROE

4.1%

↓

Gross Margin

34.9%

↑

Debt/Equity

N/A

•
52-Week Range$2515
$1834$2700

TradingView lightweight chart

5945.T price, volumen y niveles de valoración

Último $2,519Periodo +287.5%
Fair value: $2,515

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

-3.0%

FCF CAGR

+18.4%

FCF margin

14.5%

FCF / Net income

1.26x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.13B · net income $1.51B · FCF $1.90B

2022-FY → 2025-FY

Gross margin

34.9%-3.5% pts

Operating margin

13.9%-5.4% pts

Net margin

11.5%-3.3% pts

FCF margin

14.5%+6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.13B$13.13B$11.94B$13.53B$14.39B
Net Income$1.51B$1.51B$1.23B$1.66B$2.13B
EBITDA$3.05B$3.05B$2.72B$3.27B$3.63B
EPS163.23163.23132.56178.83230.21
Gross Margin34.9%34.9%32.1%34.1%38.4%
Operating Margin13.9%13.9%10.4%12.8%19.4%
Net Margin11.5%11.5%10.3%12.2%14.8%
Balance Sheet
Current Ratio13.9913.99———
Cash Flow
Free Cash Flow$1.90B$1.90B$556.6M$415.7M$1.15B
Returns
ROE4.1%4.1%3.6%5.2%7.1%
Valuation
P/E13.7313.7312.798.776.56
EV/EBITDA4.424.422.421.841.43
P/B0.630.630.460.460.46
Growth & Yield
Revenue Growth10.0%10.0%-11.8%-6.0%—
EPS Growth23.1%23.1%-25.9%-22.3%—
Dividend Yield6.6%6.6%———

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

11.0%

razonable

EPS terminal req.

$223.16

Spread vs growth

12.1%

5Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$270.03

Spread vs growth

12.5%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$434.88

Spread vs growth

12.8%

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 +41.9%

Total return

+41.9%

Start / end P/E

14.0x → 15.4x

EPS bridge

132.56 → 163.23

Residual

+2.3%

EPS growth+23.1%
Multiple rerating+9.9%
Dividend+6.6%
Residual / FX / buybacks / cross-term+2.3%

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.