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v0.1
6042.T$4115.00-1.08%
Fair $4115.00+0.0%

6042.T

Nikki Co., Ltd.

Consumer Cyclical / Auto PartsTokyo

$4115.00

-45.00 (-1.08%)

Fairly Valued+0.0%Fair Value $4115.00Fund rank 26/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9
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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $-2.4B · quality 63.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

42/100

C

Piotroski

2/9

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 4.8%, below the 5% threshold
Thesis & Journal · 6042.TLocal privado en este navegador · Nikki 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

$7.7B

P/E

14.2x

↓

EV/EBITDA

6.1x

↓

ROE

4.8%

↓

Gross Margin

32.5%

↑

Debt/Equity

0.63

↑
52-Week Range$4115
$2479$5340

TradingView lightweight chart

6042.T price, volumen y niveles de valoración

Último $4,115Periodo +431.0%
Fair value: $4,115

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

-1.9%

FCF CAGR

—

FCF margin

-11.3%

FCF / Net income

-1.50x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.36B · net income $630.5M · FCF $-944.0M

2022-FY → 2025-FY

Gross margin

32.5%+4.5% pts

Operating margin

10.6%-1.7% pts

Net margin

7.5%-2.9% pts

FCF margin

-11.3%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.36B$8.36B$9.36B$8.80B$8.84B
Net Income$630.5M$630.5M$2.19B$878.2M$923.5M
EBITDA$1.90B$1.90B$3.85B$1.78B$1.80B
EPS339.29339.291184.68459.69483.51
Gross Margin32.5%32.5%28.7%31.3%28.0%
Operating Margin10.6%10.6%9.7%13.3%12.3%
Net Margin7.5%7.5%23.4%10.0%10.4%
Balance Sheet
Debt/Equity0.630.630.590.780.65
Current Ratio1.701.70———
Cash Flow
Free Cash Flow$-944.0M$-944.0M$-2.68B$-2.44B$-1.84B
Returns
ROE4.8%4.8%17.7%9.0%10.1%
Valuation
P/E14.2314.232.414.123.88
EV/EBITDA6.146.142.183.703.48
P/B0.590.590.430.370.39
Growth & Yield
Revenue Growth-10.6%-10.6%6.3%-0.5%—
EPS Growth-71.4%-71.4%157.7%-4.9%—
Dividend Yield2.9%2.9%———

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

2.5%

fácil

EPS terminal req.

$365.14

Spread vs growth

-73.8%

5Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$441.82

Spread vs growth

-76.8%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$711.55

Spread vs growth

-79.0%

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 +63.1%

Total return

+63.1%

Start / end P/E

2.2x → 12.1x

EPS bridge

1184.68 → 339.29

Residual

-327.9%

EPS growth-71.4%
Multiple rerating+459.5%
Dividend+2.9%
Residual / FX / buybacks / cross-term-327.9%

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.