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6080.T$3300.00-1.49%
Fair $3300.00+0.0%

6080.T

M&A Capital Partners Co.,Ltd.

Financial Services / Capital MarketsTokyo

$3300.00

-50.00 (-1.49%)

Fairly Valued+0.0%Fair Value $3300.00Fund rank 38/100 · Data gapFallback financials|
SA 61/B
F-Score: 7/9
Margin Compression

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 47.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 78/100Data 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

61/100

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: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · 6080.TLocal privado en este navegador · M&A Capital Partners 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

$104.9B

P/E

18.0x

↑

EV/EBITDA

10.7x

↓

ROE

11.7%

↑

Gross Margin

63.0%

↑

Debt/Equity

0.07

↓
52-Week Range$3300
$2630$3780

TradingView lightweight chart

6080.T price, volumen y niveles de valoración

Último $3,300Periodo +312.5%
Fair value: $3,300

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

+2.7%

FCF CAGR

+3.9%

FCF margin

42.1%

FCF / Net income

1.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $22.45B · net income $5.07B · FCF $9.45B

2022-FY → 2025-FY

Gross margin

63.0%-2.8% pts

Operating margin

31.7%-15.2% pts

Net margin

22.6%-10.2% pts

FCF margin

42.1%+1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$22.45B$22.45B$19.17B$20.85B$20.71B
Net Income$5.07B$5.07B$4.51B$4.23B$6.79B
EBITDA$8.71B$8.71B$7.99B$8.01B$10.14B
EPS157.16157.16138.64130.40208.93
Gross Margin63.0%63.0%64.2%68.5%65.8%
Operating Margin31.7%31.7%33.9%35.7%46.9%
Net Margin22.6%22.6%23.5%20.3%32.8%
Balance Sheet
Debt/Equity0.070.070.110.14—
Current Ratio5.705.70———
Cash Flow
Free Cash Flow$9.45B$9.45B$4.81B$3.46B$8.42B
Returns
ROE11.7%11.7%11.3%11.5%20.8%
Valuation
P/E18.0118.0116.2720.6517.42
EV/EBITDA10.7110.715.227.158.16
P/B2.462.461.822.383.63
Growth & Yield
Revenue Growth17.1%17.1%-8.1%0.7%—
EPS Growth13.4%13.4%6.3%-37.6%—
Dividend Yield2.0%2.0%———

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

23.1%

exigente

EPS terminal req.

$292.82

Spread vs growth

-9.7%

5Y implied EPS CAGR

17.7%

exigente

EPS terminal req.

$354.31

Spread vs growth

-4.3%

10Y implied EPS CAGR

13.8%

razonable

EPS terminal req.

$570.62

Spread vs growth

-0.4%

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 +25.9%

Total return

+25.9%

Start / end P/E

19.2x → 21.0x

EPS bridge

138.64 → 157.16

Residual

+1.2%

EPS growth+13.4%
Multiple rerating+9.3%
Dividend+2.0%
Residual / FX / buybacks / cross-term+1.2%

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.