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v0.1
6150.T$2713.00-0.84%
Fair $2713.00+0.0%

6150.T

Takeda Machinery Co., Ltd.

Industrials / Metal FabricationTokyo

$2713.00

-23.00 (-0.84%)

Fairly Valued+0.0%Fair Value $2713.00Fund rank 31/100 · Data gapFallback financials|
SA 42/C
F-Score: 1/9

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 20%

FCF escenarios

weak_data · normalized FCF $-132.9M · quality 55.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

42/100

C

Piotroski

1/9

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 · 6150.TLocal privado en este navegador · Takeda 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

$2.5B

P/E

9.7x

↓

EV/EBITDA

3.8x

↓

ROE

5.6%

↓

Gross Margin

29.3%

↑

Debt/Equity

0.29

↓
52-Week Range$2713
$2707$3470

TradingView lightweight chart

6150.T price, volumen y niveles de valoración

Último $2,713Periodo +2279.8%
Fair value: $2,713

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

+3.2%

FCF CAGR

—

FCF margin

-13.5%

FCF / Net income

-2.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.89B · net income $293.7M · FCF $-658.7M

2022-FY → 2025-FY

Gross margin

29.3%-0.0% pts

Operating margin

8.8%+0.4% pts

Net margin

6.0%+0.1% pts

FCF margin

-13.5%-32.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.89B$4.89B$5.46B$4.69B$4.44B
Net Income$293.7M$293.7M$427.1M$316.9M$260.9M
EBITDA$661.0M$661.0M$868.1M$706.4M$635.8M
EPS319.43319.43464.51344.63283.73
Gross Margin29.3%29.3%31.0%29.3%29.4%
Operating Margin8.8%8.8%11.6%8.2%8.4%
Net Margin6.0%6.0%7.8%6.8%5.9%
Balance Sheet
Debt/Equity0.290.290.280.340.33
Current Ratio3.653.65———
Cash Flow
Free Cash Flow$-658.7M$-658.7M$1.21B$-132.9M$859.7M
Returns
ROE5.6%5.6%8.5%6.9%6.0%
Valuation
P/E9.709.707.227.239.00
EV/EBITDA3.823.822.793.903.87
P/B0.480.480.620.500.54
Growth & Yield
Revenue Growth-10.5%-10.5%16.5%5.5%—
EPS Growth-31.2%-31.2%34.8%21.5%—
Dividend Yield2.9%2.9%———

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

-9.0%

fácil

EPS terminal req.

$240.73

Spread vs growth

-22.2%

5Y implied EPS CAGR

-1.8%

fácil

EPS terminal req.

$291.29

Spread vs growth

-29.4%

10Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$469.12

Spread vs growth

-35.2%

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 -14.0%

Total return

-14.0%

Start / end P/E

7.0x → 8.5x

EPS bridge

464.51 → 319.43

Residual

-6.5%

EPS growth-31.2%
Multiple rerating+20.8%
Dividend+2.9%
Residual / FX / buybacks / cross-term-6.5%

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.