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6149.T$2043.00-0.54%
Fair $2043.00+0.0%

6149.T

Odawara Engineering Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2043.00

-11.00 (-0.54%)

Fairly Valued+0.0%Fair Value $2043.00Fund rank 28/100 · Data gapFallback financials|
SA 45/C
F-Score: 6/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $2.5B · quality 41.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 40/100Data 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

45/100

C

Piotroski

6/9

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 · 6149.TLocal privado en este navegador · Odawara Engineering 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

$11.7B

P/E

5.0x

↓

EV/EBITDA

0.8x

↓

ROE

12.5%

↑

Gross Margin

32.4%

↑

Debt/Equity

N/A

•
52-Week Range$2043
$1770$2950

TradingView lightweight chart

6149.T price, volumen y niveles de valoración

Último $2,043Periodo +172.4%
Fair value: $2,043

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

+9.0%

FCF CAGR

—

FCF margin

-7.4%

FCF / Net income

-0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.24B · net income $2.32B · FCF $-1.36B

2022-FY → 2025-FY

Gross margin

32.4%+7.8% pts

Operating margin

16.7%+9.9% pts

Net margin

12.7%+7.0% pts

FCF margin

-7.4%-18.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.24B$18.24B$13.18B$14.70B$14.09B
Net Income$2.32B$2.32B$865.1M$1.53B$801.5M
EBITDA$3.65B$3.65B$1.72B$2.54B$1.52B
EPS405.05405.05151.75268.87141.22
Gross Margin32.4%32.4%29.3%31.3%24.5%
Operating Margin16.7%16.7%8.8%13.7%6.9%
Net Margin12.7%12.7%6.6%10.4%5.7%
Balance Sheet
Debt/Equity————0.21
Current Ratio2.922.92———
Cash Flow
Free Cash Flow$-1.36B$-1.36B$2.45B$3.58B$1.49B
Returns
ROE12.5%12.5%5.3%9.8%5.7%
Valuation
P/E5.045.0410.977.4310.05
EV/EBITDA0.810.81-0.511.272.20
P/B0.630.630.580.730.57
Growth & Yield
Revenue Growth38.4%38.4%-10.4%4.4%—
EPS Growth166.9%166.9%-43.6%90.4%—
Dividend Yield3.4%3.4%———

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

-23.5%

fácil

EPS terminal req.

$181.28

Spread vs growth

190.4%

5Y implied EPS CAGR

-11.5%

fácil

EPS terminal req.

$219.35

Spread vs growth

178.5%

10Y implied EPS CAGR

-1.4%

fácil

EPS terminal req.

$353.27

Spread vs growth

168.3%

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 +18.2%

Total return

+18.2%

Start / end P/E

11.7x → 5.0x

EPS bridge

151.75 → 405.05

Residual

-95.1%

EPS growth+166.9%
Multiple rerating-57.0%
Dividend+3.4%
Residual / FX / buybacks / cross-term-95.1%

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.