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6144.T$2672.00-3.68%
Fair $2672.00+0.0%

6144.T

Seibu Electric & Machinery Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2672.00

-102.00 (-3.68%)

Fairly Valued+0.0%Fair Value $2672.00Fund rank 26/100 · Data gapFallback financials|
SA 61/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-1.9B · quality 44.7/100

Data gap 26/100
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

61/100

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 · 6144.TLocal privado en este navegador · Seibu Electric & Machinery 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

$40.2B

P/E

11.5x

↓

EV/EBITDA

7.5x

↓

ROE

7.6%

↑

Gross Margin

28.0%

↑

Debt/Equity

0.01

↓
52-Week Range$2672
$1840$3460

TradingView lightweight chart

6144.T price, volumen y niveles de valoración

Último $2,672Periodo +400.4%
Fair value: $2,672

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

+8.2%

FCF CAGR

—

FCF margin

-6.5%

FCF / Net income

-0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.35B · net income $2.35B · FCF $-2.16B

2022-FY → 2025-FY

Gross margin

28.0%-1.0% pts

Operating margin

9.6%-0.8% pts

Net margin

7.0%-0.3% pts

FCF margin

-6.5%-19.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.35B$33.35B$31.95B$28.48B$26.32B
Net Income$2.35B$2.35B$1.98B$1.81B$1.94B
EBITDA$4.29B$4.29B$3.78B$3.33B$3.48B
EPS155.61155.61130.95119.65128.69
Gross Margin28.0%28.0%27.0%27.3%29.0%
Operating Margin9.6%9.6%8.7%8.5%10.3%
Net Margin7.0%7.0%6.2%6.3%7.4%
Balance Sheet
Debt/Equity0.010.010.010.010.02
Current Ratio2.122.12———
Cash Flow
Free Cash Flow$-2.16B$-2.16B$1.52B$-1.93B$3.40B
Returns
ROE7.6%7.6%6.5%6.4%7.1%
Valuation
P/E11.4711.4713.5013.3011.27
EV/EBITDA7.557.554.014.002.45
P/B1.311.310.870.850.80
Growth & Yield
Revenue Growth4.4%4.4%12.2%8.2%—
EPS Growth18.8%18.8%9.4%-7.0%—
Dividend Yield3.2%3.2%———

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

15.1%

exigente

EPS terminal req.

$237.10

Spread vs growth

3.8%

5Y implied EPS CAGR

13.0%

razonable

EPS terminal req.

$286.89

Spread vs growth

5.8%

10Y implied EPS CAGR

11.5%

razonable

EPS terminal req.

$462.03

Spread vs growth

7.3%

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 +45.4%

Total return

+45.4%

Start / end P/E

14.3x → 17.2x

EPS bridge

130.95 → 155.61

Residual

+3.7%

EPS growth+18.8%
Multiple rerating+19.7%
Dividend+3.2%
Residual / FX / buybacks / cross-term+3.7%

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.