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6196.T$1247.00-1.03%
Fair $1247.00+0.0%

6196.T

Strike Group Co., Ltd.

Financial Services / Capital MarketsTokyo

$1247.00

-13.00 (-1.03%)

Fairly Valued+0.0%Fair Value $1247.00Fund rank 32/100 · Data gapFallback financials|
SA 35/D
F-Score: 3/9
Margin Compression

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 100.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 73/100Data 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

35/100

D

Piotroski

3/9

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); financial Book/ROE targets are disabled until manually verified. Operating margin has declined for 3 consecutive years
Thesis & Journal · 6196.TLocal privado en este navegador · Strike Group 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

$71.8B

P/E

15.0x

↑

EV/EBITDA

7.9x

↓

ROE

22.0%

↑

Gross Margin

58.7%

↑

Debt/Equity

N/A

•
52-Week Range$1247
$1152$1553

TradingView lightweight chart

6196.T price, volumen y niveles de valoración

Último $1,247Periodo +234.0%
Fair value: $1,247

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

+23.7%

FCF CAGR

+31.0%

FCF margin

17.7%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.31B · net income $4.72B · FCF $3.60B

2022-FY → 2025-FY

Gross margin

58.7%-8.0% pts

Operating margin

31.2%-8.2% pts

Net margin

23.2%-4.4% pts

FCF margin

17.7%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.31B$20.31B$18.14B$13.83B$10.73B
Net Income$4.72B$4.72B$4.96B$3.87B$2.96B
EBITDA$6.51B$6.51B$6.94B$5.30B$4.29B
EPS81.9381.9386.0167.1551.55
Gross Margin58.7%58.7%64.0%66.9%66.7%
Operating Margin31.2%31.2%37.3%37.6%39.4%
Net Margin23.2%23.2%27.3%28.0%27.6%
Balance Sheet
Current Ratio4.824.82———
Cash Flow
Free Cash Flow$3.60B$3.60B$5.62B$6.42B$1.60B
Returns
ROE22.0%22.0%26.8%26.7%26.3%
Valuation
P/E15.0215.0216.7016.4124.96
EV/EBITDA7.947.949.289.3115.26
P/B3.353.354.484.376.57
Growth & Yield
Revenue Growth12.0%12.0%31.2%28.9%—
EPS Growth-4.7%-4.7%28.1%30.3%—
Dividend Yield14.4%14.4%———

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

10.5%

razonable

EPS terminal req.

$110.65

Spread vs growth

-15.3%

5Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$133.89

Spread vs growth

-15.1%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$215.63

Spread vs growth

-14.9%

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 +16.6%

Total return

+16.6%

Start / end P/E

14.2x → 15.2x

EPS bridge

86.01 → 81.93

Residual

-0.3%

EPS growth-4.7%
Multiple rerating+7.3%
Dividend+14.4%
Residual / FX / buybacks / cross-term-0.3%

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.