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6159.T$1950.00-2.26%
Fair $1950.00+0.0%

6159.T

Micron Machinery Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1950.00

-45.00 (-2.26%)

Fairly Valued+0.0%Fair Value $1950.00Fund rank 28/100 · Data gapFallback financials|
SA 58/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 $692.9M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

58/100

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 · 6159.TLocal privado en este navegador · Micron 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

$9.0B

P/E

13.8x

↓

EV/EBITDA

2.2x

↓

ROE

5.8%

↓

Gross Margin

36.2%

↑

Debt/Equity

0.02

↓
52-Week Range$1950
$1483$2916

TradingView lightweight chart

6159.T price, volumen y niveles de valoración

Último $1,950Periodo +43.4%
Fair value: $1,950

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

+3.6%

FCF CAGR

+83.5%

FCF margin

26.8%

FCF / Net income

1.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.78B · net income $782.9M · FCF $1.55B

2022-FY → 2025-FY

Gross margin

36.2%+3.8% pts

Operating margin

10.9%+3.3% pts

Net margin

13.5%-10.0% pts

FCF margin

26.8%+22.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.78B$5.78B$4.70B$5.18B$5.20B
Net Income$782.9M$782.9M$484.1M$868.2M$1.23B
EBITDA$1.38B$1.38B$1.00B$1.41B$2.09B
EPS162.52162.5287.41145.28204.09
Gross Margin36.2%36.2%37.6%36.1%32.3%
Operating Margin10.9%10.9%8.3%8.7%7.6%
Net Margin13.5%13.5%10.3%16.8%23.6%
Balance Sheet
Debt/Equity0.020.020.020.03—
Current Ratio5.875.87———
Cash Flow
Free Cash Flow$1.55B$1.55B$-209.2M$692.9M$250.6M
Returns
ROE5.8%5.8%3.7%6.2%9.3%
Valuation
P/E13.8413.8414.7111.006.57
EV/EBITDA2.172.171.711.840.87
P/B0.690.690.530.680.61
Growth & Yield
Revenue Growth23.1%23.1%-9.3%-0.4%—
EPS Growth85.9%85.9%-39.8%-28.8%—
Dividend Yield0.6%0.6%———

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

2.1%

fácil

EPS terminal req.

$173.03

Spread vs growth

83.8%

5Y implied EPS CAGR

5.2%

razonable

EPS terminal req.

$209.37

Spread vs growth

80.7%

10Y implied EPS CAGR

7.6%

razonable

EPS terminal req.

$337.19

Spread vs growth

78.4%

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 +27.2%

Total return

+27.2%

Start / end P/E

17.6x → 12.0x

EPS bridge

87.41 → 162.52

Residual

-27.4%

EPS growth+85.9%
Multiple rerating-31.9%
Dividend+0.6%
Residual / FX / buybacks / cross-term-27.4%

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.