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6101.T$6560.00-6.29%
Fair $6560.00+0.0%

6101.T

Tsugami Corporation

Industrials / Tools & AccessoriesTokyo

$6560.00

-440.00 (-6.29%)

Fairly Valued+0.0%Fair Value $6560.00Fund rank 35/100 · 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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.1B · quality 73.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 6101.TLocal privado en este navegador · Tsugami Corporation
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

$305.0B

P/E

18.4x

↑

EV/EBITDA

11.3x

↑

ROE

17.3%

↑

Gross Margin

33.8%

↑

Debt/Equity

0.18

↓
52-Week Range$6560
$1777$7050

TradingView lightweight chart

6101.T price, volumen y niveles de valoración

Último $6,560Periodo +1887.9%
Fair value: $6,560

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

+4.9%

FCF CAGR

+27.6%

FCF margin

6.3%

FCF / Net income

0.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $107.41B · net income $10.90B · FCF $6.76B

2022-FY → 2025-FY

Gross margin

33.8%+3.6% pts

Operating margin

21.7%+1.5% pts

Net margin

10.1%-0.0% pts

FCF margin

6.3%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$107.41B$107.41B$83.93B$94.96B$93.17B
Net Income$10.90B$10.90B$5.38B$7.70B$9.49B
EBITDA$26.26B$26.26B$16.21B$19.19B$21.00B
EPS228.55228.55111.04157.33—
Gross Margin33.8%33.8%28.2%28.2%30.2%
Operating Margin21.7%21.7%15.6%17.6%20.2%
Net Margin10.1%10.1%6.4%8.1%10.2%
Balance Sheet
Debt/Equity0.180.180.300.350.29
Current Ratio3.083.08———
Cash Flow
Free Cash Flow$6.76B$6.76B$9.41B$7.08B$3.25B
Returns
ROE17.3%17.3%9.5%15.1%20.8%
Valuation
P/E18.4118.419.958.49—
EV/EBITDA11.3011.302.462.982.52
P/B4.974.970.951.281.28
Growth & Yield
Revenue Growth28.0%28.0%-11.6%1.9%—
EPS Growth105.8%105.8%-29.4%——
Dividend Yield1.4%1.4%———

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

36.6%

muy exigente

EPS terminal req.

$582.09

Spread vs growth

69.3%

5Y implied EPS CAGR

25.2%

muy exigente

EPS terminal req.

$704.33

Spread vs growth

80.6%

10Y implied EPS CAGR

17.4%

exigente

EPS terminal req.

$1134.33

Spread vs growth

88.5%

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 +248.5%

Total return

+248.5%

Start / end P/E

17.0x → 28.7x

EPS bridge

111.04 → 228.55

Residual

+72.6%

EPS growth+105.8%
Multiple rerating+68.6%
Dividend+1.4%
Residual / FX / buybacks / cross-term+72.6%

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.