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6138.T$1110.00-1.77%
Fair $1110.00+0.0%

6138.T

Dijet Industrial Co., Ltd.

Industrials / Metal FabricationTokyo

$1110.00

-20.00 (-1.77%)

Fairly Valued+0.0%Fair Value $1110.00Fund rank 25/100 · Data gapFallback financials|
SA 54/C
F-Score: 8/9
Low Profitability

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $448.3M · quality 39.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

8/9

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); composite fair value and forward targets are disabled until manually verified. ROE is 2.6%, below the 5% threshold
Thesis & Journal · 6138.TLocal privado en este navegador · Dijet Industrial 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

$3.3B

P/E

4.2x

↓

EV/EBITDA

5.7x

↓

ROE

2.6%

↓

Gross Margin

34.2%

↑

Debt/Equity

0.67

↑
52-Week Range$1110
$752$1244

TradingView lightweight chart

6138.T price, volumen y niveles de valoración

Último $1,110Periodo -18.4%
Fair value: $1,110

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

+2.9%

FCF CAGR

—

FCF margin

9.5%

FCF / Net income

4.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.79B · net income $205.4M · FCF $832.3M

2022-FY → 2025-FY

Gross margin

34.2%+5.2% pts

Operating margin

2.5%+2.4% pts

Net margin

2.3%+1.5% pts

FCF margin

9.5%+13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.79B$8.79B$8.34B$8.80B$8.07B
Net Income$205.4M$205.4M$-131.0M$362.3M$64.8M
EBITDA$1.27B$1.27B$1.24B$1.48B$1.08B
EPS69.1369.13-44.07121.9121.79
Gross Margin34.2%34.2%32.4%33.2%29.0%
Operating Margin2.5%2.5%1.3%3.3%0.1%
Net Margin2.3%2.3%-1.6%4.1%0.8%
Balance Sheet
Debt/Equity0.670.670.770.810.86
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$832.3M$832.3M$448.3M$269.9M$-295.1M
Returns
ROE2.6%2.6%-1.7%4.8%0.9%
Valuation
P/E4.214.21—6.8446.58
EV/EBITDA5.715.715.744.957.39
P/B0.420.420.320.330.42
Growth & Yield
Revenue Growth5.4%5.4%-5.2%9.1%—
EPS Growth256.9%256.9%-136.1%459.5%—
Dividend Yield3.1%3.1%———

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

12.5%

razonable

EPS terminal req.

$98.49

Spread vs growth

244.3%

5Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$119.18

Spread vs growth

245.4%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$191.94

Spread vs growth

246.1%

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 +46.2%

Total return

+46.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-44.07 → 69.13

Residual

+43.0%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term+43.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.