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6143.T$1884.00-5.94%
Fair $1884.00+0.0%

6143.T

Sodick Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1884.00

-119.00 (-5.94%)

Fairly Valued+0.0%Fair Value $1884.00Fund rank 29/100 · Data gapFallback financials|
SA 57/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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 50.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

57/100

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 5.0%, below the 5% threshold
Thesis & Journal · 6143.TLocal privado en este navegador · Sodick 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

$94.1B

P/E

24.0x

↑

EV/EBITDA

9.5x

↓

ROE

5.0%

↓

Gross Margin

35.0%

↑

Debt/Equity

0.40

↑
52-Week Range$1884
$807$2072

TradingView lightweight chart

6143.T price, volumen y niveles de valoración

Último $1,884Periodo +352.9%
Fair value: $1,884

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

+0.0%

FCF CAGR

—

FCF margin

6.0%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $80.57B · net income $4.51B · FCF $4.86B

2022-FY → 2025-FY

Gross margin

35.0%+1.7% pts

Operating margin

5.2%-2.0% pts

Net margin

5.6%-1.9% pts

FCF margin

6.0%+6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$80.57B$80.57B$73.67B$67.17B$80.50B
Net Income$4.51B$4.51B$4.12B$-4.60B$6.02B
EBITDA$9.88B$9.88B$9.15B$1.83B$12.13B
EPS83.3583.3581.06-90.29112.67
Gross Margin35.0%35.0%32.7%28.7%33.3%
Operating Margin5.2%5.2%3.0%-4.2%7.2%
Net Margin5.6%5.6%5.6%-6.9%7.5%
Balance Sheet
Debt/Equity0.400.400.440.470.39
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$4.86B$4.86B$6.84B$-5.34B$-664.0M
Returns
ROE5.0%5.0%4.9%-6.0%7.4%
Valuation
P/E24.0424.049.08—6.39
EV/EBITDA9.479.472.9221.022.78
P/B1.131.130.440.480.48
Growth & Yield
Revenue Growth9.4%9.4%9.7%-16.5%—
EPS Growth2.8%2.8%189.8%-180.1%—
Dividend Yield1.5%1.5%———

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

26.1%

muy exigente

EPS terminal req.

$167.17

Spread vs growth

-23.3%

5Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$202.28

Spread vs growth

-16.6%

10Y implied EPS CAGR

14.6%

razonable

EPS terminal req.

$325.77

Spread vs growth

-11.8%

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 +116.8%

Total return

+116.8%

Start / end P/E

10.8x → 22.6x

EPS bridge

81.06 → 83.35

Residual

+3.1%

EPS growth+2.8%
Multiple rerating+109.4%
Dividend+1.5%
Residual / FX / buybacks / cross-term+3.1%

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.