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v0.1
6040.T$468.00-0.64%
Fair $468.00+0.0%

6040.T

Nippon Ski Resort Development Co.,Ltd.

Consumer Cyclical / Resorts & CasinosTokyo

$468.00

-3.00 (-0.64%)

Fairly Valued+0.0%Fair Value $468.00Fund rank 29/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

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 19%

FCF escenarios

weak_data · normalized FCF $196.6M · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

55/100

C

Piotroski

5/9

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 · 6040.TLocal privado en este navegador · Nippon Ski Resort Development 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

$21.5B

P/E

16.0x

↓

EV/EBITDA

9.2x

↓

ROE

16.3%

↑

Gross Margin

43.1%

↑

Debt/Equity

0.43

↓
52-Week Range$468
$428$637

TradingView lightweight chart

6040.T price, volumen y niveles de valoración

Último $468.00Periodo +22.6%
Fair value: $468.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+21.9%

FCF CAGR

—

FCF margin

-9.4%

FCF / Net income

-0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.25B · net income $1.09B · FCF $-774.4M

2021-FY → 2024-FY

Gross margin

43.1%+17.3% pts

Operating margin

18.8%+28.3% pts

Net margin

13.3%+23.8% pts

FCF margin

-9.4%+19.6% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$8.25B$8.25B$6.90B$5.57B$4.55B
Net Income$1.09B$1.09B$952.7M$32.0M$-480.2M
EBITDA$2.28B$2.28B$1.69B$875.3M$265.2M
EPS23.9523.9520.910.70—
Gross Margin43.1%43.1%41.0%34.2%25.9%
Operating Margin18.8%18.8%15.0%4.6%-9.4%
Net Margin13.3%13.3%13.8%0.6%-10.6%
Balance Sheet
Debt/Equity0.430.430.120.290.30
Current Ratio1.741.74———
Cash Flow
Free Cash Flow$-774.4M$-774.4M$196.6M$579.9M$-1.32B
Returns
ROE16.3%16.3%16.8%0.7%-9.8%
Valuation
P/E15.9715.9715.32315.17—
EV/EBITDA9.239.238.0310.4432.75
P/B3.183.182.572.081.86
Growth & Yield
Revenue Growth19.5%19.5%23.9%22.5%—
EPS Growth14.6%14.6%2872.5%——
Dividend Yield1.1%1.1%———

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

20.1%

exigente

EPS terminal req.

$41.53

Spread vs growth

-5.6%

5Y implied EPS CAGR

16.0%

exigente

EPS terminal req.

$50.25

Spread vs growth

-1.4%

10Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$80.92

Spread vs growth

1.6%

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 +3.9%

Total return

+3.9%

Start / end P/E

21.8x → 19.5x

EPS bridge

20.91 → 23.95

Residual

-1.5%

EPS growth+14.6%
Multiple rerating-10.2%
Dividend+1.1%
Residual / FX / buybacks / cross-term-1.5%

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.