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6088.T$529.00-3.29%
Fair $529.00+0.0%

6088.T

SIGMAXYZ Holdings Inc.

Industrials / Consulting ServicesTokyo

$529.00

-18.00 (-3.29%)

Fairly Valued+0.0%Fair Value $529.00Fund rank 38/100 · Data gapFallback financials|
SA 62/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.0B · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

62/100

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 6088.TLocal privado en este navegador · SIGMAXYZ Holdings Inc.
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

$42.9B

P/E

11.1x

↓

EV/EBITDA

6.2x

↓

ROE

30.8%

↑

Gross Margin

44.6%

↑

Debt/Equity

0.00

↓
52-Week Range$529
$527$1331

TradingView lightweight chart

6088.T price, volumen y niveles de valoración

Último $529.00Periodo +148.9%
Fair value: $529.00

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

+18.9%

FCF CAGR

+30.2%

FCF margin

18.8%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.29B · net income $4.39B · FCF $4.95B

2022-FY → 2025-FY

Gross margin

44.6%-1.7% pts

Operating margin

21.4%+3.8% pts

Net margin

16.7%+6.1% pts

FCF margin

18.8%+4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.29B$26.29B$22.41B$17.33B$15.65B
Net Income$4.39B$4.39B$3.23B$2.20B$1.66B
EBITDA$6.06B$6.06B$4.54B$3.48B$2.95B
EPS51.9351.9326.1626.1619.82
Gross Margin44.6%44.6%44.7%48.3%46.3%
Operating Margin21.4%21.4%18.9%18.7%17.6%
Net Margin16.7%16.7%14.4%12.7%10.6%
Balance Sheet
Debt/Equity0.000.000.000.000.00
Current Ratio3.543.54———
Cash Flow
Free Cash Flow$4.95B$4.95B$3.03B$1.95B$2.24B
Returns
ROE30.8%30.8%24.5%20.3%16.2%
Valuation
P/E11.1011.1031.8620.5530.73
EV/EBITDA6.246.2413.8910.9714.75
P/B3.143.145.324.164.97
Growth & Yield
Revenue Growth17.3%17.3%29.3%10.7%—
EPS Growth98.5%98.5%0.0%32.0%—
Dividend Yield4.8%4.8%———

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

-3.3%

fácil

EPS terminal req.

$46.94

Spread vs growth

101.8%

5Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$56.80

Spread vs growth

96.7%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$91.47

Spread vs growth

92.7%

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 -47.9%

Total return

-47.9%

Start / end P/E

42.7x → 10.2x

EPS bridge

26.16 → 51.93

Residual

-75.0%

EPS growth+98.5%
Multiple rerating-76.1%
Dividend+4.8%
Residual / FX / buybacks / cross-term-75.0%

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.