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6104.T$3935.00-2.24%
Fair $3935.00+0.0%

6104.T

Shibaura Machine Co.,Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3935.00

-90.00 (-2.24%)

Fairly Valued+0.0%Fair Value $3935.00Fund rank 30/100 · Data gapFallback financials|
SA 54/C
F-Score: 5/9

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 27% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.4B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

54/100

C

Piotroski

5/9

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 · 6104.TLocal privado en este navegador · Shibaura Machine 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

$93.1B

P/E

90.5x

↑

EV/EBITDA

3.2x

↓

ROE

10.8%

↑

Gross Margin

31.8%

↑

Debt/Equity

0.09

↓
52-Week Range$3935
$3090$5170

TradingView lightweight chart

6104.T price, volumen y niveles de valoración

Último $3,935Periodo +106.0%
Fair value: $3,935

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

+16.0%

FCF CAGR

-17.7%

FCF margin

3.2%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $168.19B · net income $12.60B · FCF $5.40B

2022-FY → 2025-FY

Gross margin

31.8%+1.7% pts

Operating margin

8.4%+4.4% pts

Net margin

7.5%+4.0% pts

FCF margin

3.2%-5.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$168.19B$168.19B$160.65B$123.20B$107.78B
Net Income$12.60B$12.60B$17.92B$6.44B$3.73B
EBITDA$20.88B$20.88B$27.96B$8.87B$6.15B
EPS529.56529.56741.50266.63—
Gross Margin31.8%31.8%31.5%31.5%30.2%
Operating Margin8.4%8.4%8.5%4.7%3.9%
Net Margin7.5%7.5%11.2%5.2%3.5%
Balance Sheet
Debt/Equity0.090.090.100.160.17
Current Ratio2.802.80———
Cash Flow
Free Cash Flow$5.40B$5.40B$6.09B$-1.72B$9.69B
Returns
ROE10.8%10.8%16.0%7.2%4.5%
Valuation
P/E90.5290.524.7111.59—
EV/EBITDA3.233.231.564.266.22
P/B0.800.800.760.840.91
Growth & Yield
Revenue Growth4.7%4.7%30.4%14.3%—
EPS Growth-28.6%-28.6%178.1%——
Dividend Yield3.5%3.5%———

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

-13.0%

fácil

EPS terminal req.

$349.17

Spread vs growth

-15.6%

5Y implied EPS CAGR

-4.4%

fácil

EPS terminal req.

$422.49

Spread vs growth

-24.2%

10Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$680.43

Spread vs growth

-31.1%

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 +26.6%

Total return

+26.6%

Start / end P/E

4.3x → 7.4x

EPS bridge

741.50 → 529.56

Residual

-20.7%

EPS growth-28.6%
Multiple rerating+72.5%
Dividend+3.5%
Residual / FX / buybacks / cross-term-20.7%

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.