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6199.T$1202.00+3.44%
Fair $1202.00+0.0%

6199.T

SERAKU Co., Ltd.

Technology / Information Technology ServicesTokyo

$1202.00

+40.00 (+3.44%)

Fairly Valued+0.0%Fair Value $1202.00Fund rank 36/100 · Data gapFallback financials|
SA 57/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.5B · quality 74.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

57/100

C

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 · 6199.TLocal privado en este navegador · SERAKU 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

$15.9B

P/E

10.7x

↓

EV/EBITDA

3.2x

↓

ROE

19.2%

↑

Gross Margin

26.1%

↓

Debt/Equity

0.00

↓
52-Week Range$1202
$1154$1779

TradingView lightweight chart

6199.T price, volumen y niveles de valoración

Último $1,204Periodo +4.7%
Fair value: $1,202

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

+11.5%

FCF CAGR

+33.0%

FCF margin

6.1%

FCF / Net income

0.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.78B · net income $1.71B · FCF $1.50B

2022-FY → 2025-FY

Gross margin

26.1%+4.2% pts

Operating margin

10.3%+5.3% pts

Net margin

6.9%+1.5% pts

FCF margin

6.1%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.78B$24.78B$22.22B$20.86B$17.86B
Net Income$1.71B$1.71B$1.58B$1.47B$966.2M
EBITDA$2.68B$2.68B$2.37B$2.20B$1.48B
EPS126.89126.89114.09105.1269.00
Gross Margin26.1%26.1%25.7%24.8%21.9%
Operating Margin10.3%10.3%10.2%9.3%5.0%
Net Margin6.9%6.9%7.1%7.1%5.4%
Balance Sheet
Debt/Equity0.000.000.010.040.14
Current Ratio2.322.32———
Cash Flow
Free Cash Flow$1.50B$1.50B$1.16B$1.97B$638.8M
Returns
ROE19.2%19.2%20.3%21.3%17.5%
Valuation
P/E10.6910.6912.3712.3615.00
EV/EBITDA3.163.165.355.276.46
P/B1.821.822.512.642.63
Growth & Yield
Revenue Growth11.5%11.5%6.5%16.8%—
EPS Growth11.2%11.2%8.5%52.3%—
Dividend Yield1.5%1.5%———

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

-5.6%

fácil

EPS terminal req.

$106.66

Spread vs growth

16.8%

5Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$129.06

Spread vs growth

10.9%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$207.85

Spread vs growth

6.2%

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 -23.2%

Total return

-23.2%

Start / end P/E

14.0x → 9.5x

EPS bridge

114.09 → 126.89

Residual

-3.6%

EPS growth+11.2%
Multiple rerating-32.2%
Dividend+1.5%
Residual / FX / buybacks / cross-term-3.6%

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.