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v0.1
6055.T$2107.00+2.63%
Fair $2107.00+0.0%

6055.T

JAPAN MATERIAL Co., Ltd.

Industrials / Engineering & ConstructionTokyo

$2107.00

+54.00 (+2.63%)

Fairly Valued+0.0%Fair Value $2107.00Fund rank 28/100 · Data gapFallback financials|
SA 65/B
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 47.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

65/100

B

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 · 6055.TLocal privado en este navegador · JAPAN MATERIAL 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

$216.5B

P/E

20.5x

↑

EV/EBITDA

15.9x

↑

ROE

14.5%

↑

Gross Margin

30.7%

↑

Debt/Equity

0.00

↓
52-Week Range$2107
$1327$2253

TradingView lightweight chart

6055.T price, volumen y niveles de valoración

Último $2,107Periodo +2999.8%
Fair value: $2,107

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

+11.5%

FCF CAGR

+120.9%

FCF margin

22.8%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $52.68B · net income $7.87B · FCF $12.03B

2022-FY → 2025-FY

Gross margin

30.7%-1.5% pts

Operating margin

21.2%-3.3% pts

Net margin

14.9%-2.8% pts

FCF margin

22.8%+19.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$52.68B$52.68B$48.59B$46.53B$37.99B
Net Income$7.87B$7.87B$5.68B$7.90B$6.74B
EBITDA$12.63B$12.63B$9.02B$11.93B$10.20B
EPS76.6276.6255.3277.0065.63
Gross Margin30.7%30.7%24.7%32.2%32.1%
Operating Margin21.2%21.2%16.0%23.8%24.6%
Net Margin14.9%14.9%11.7%17.0%17.7%
Balance Sheet
Debt/Equity0.000.000.010.010.02
Current Ratio5.265.26———
Cash Flow
Free Cash Flow$12.03B$12.03B$350.0M$1.92B$1.12B
Returns
ROE14.5%14.5%11.9%18.2%18.1%
Valuation
P/E20.4520.4544.3428.1725.92
EV/EBITDA15.8615.8627.2817.8716.22
P/B4.004.005.295.114.69
Growth & Yield
Revenue Growth8.4%8.4%4.4%22.5%—
EPS Growth38.5%38.5%-28.2%17.3%—
Dividend Yield3.3%3.3%———

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

34.6%

muy exigente

EPS terminal req.

$186.96

Spread vs growth

3.9%

5Y implied EPS CAGR

24.2%

exigente

EPS terminal req.

$226.22

Spread vs growth

14.3%

10Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$364.33

Spread vs growth

21.6%

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 +47.7%

Total return

+47.7%

Start / end P/E

26.4x → 27.5x

EPS bridge

55.32 → 76.62

Residual

+1.6%

EPS growth+38.5%
Multiple rerating+4.3%
Dividend+3.3%
Residual / FX / buybacks / cross-term+1.6%

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.