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6200.T$600.00-1.48%
Fair $600.00+0.0%

6200.T

Insource Co., Ltd.

Consumer Defensive / Education & Training ServicesTokyo

$600.00

-9.00 (-1.48%)

Fairly Valued+0.0%Fair Value $600.00Fund rank 33/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.7B · quality 60.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 77/100Data 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

47/100

C

Piotroski

5/9

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 · 6200.TLocal privado en este navegador · Insource 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

$50.4B

P/E

12.0x

↓

EV/EBITDA

6.8x

↓

ROE

33.1%

↑

Gross Margin

76.9%

↑

Debt/Equity

N/A

•
52-Week Range$600
$599$1040

TradingView lightweight chart

6200.T price, volumen y niveles de valoración

Último $600.00Periodo +767.1%
Fair value: $600.00

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

+15.5%

FCF CAGR

+32.7%

FCF margin

29.7%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $14.51B · net income $4.13B · FCF $4.32B

2022-FY → 2025-FY

Gross margin

76.9%+0.3% pts

Operating margin

41.2%+5.4% pts

Net margin

28.5%+4.7% pts

FCF margin

29.7%+10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$14.51B$14.51B$12.47B$10.78B$9.42B
Net Income$4.13B$4.13B$3.36B$2.68B$2.23B
EBITDA$6.17B$6.17B$5.12B$4.10B$3.47B
EPS49.2049.2039.9831.7826.52
Gross Margin76.9%76.9%77.1%76.4%76.6%
Operating Margin41.2%41.2%39.6%36.5%35.8%
Net Margin28.5%28.5%26.9%24.8%23.7%
Balance Sheet
Current Ratio2.862.86———
Cash Flow
Free Cash Flow$4.32B$4.32B$3.72B$1.33B$1.85B
Returns
ROE33.1%33.1%33.8%33.8%36.5%
Valuation
P/E12.0312.0325.3929.5256.22
EV/EBITDA6.846.8415.5218.4135.10
P/B4.034.038.589.9620.50
Growth & Yield
Revenue Growth16.3%16.3%15.7%14.5%—
EPS Growth23.1%23.1%25.8%19.8%—
Dividend Yield4.8%4.8%———

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

2.7%

fácil

EPS terminal req.

$53.24

Spread vs growth

20.4%

5Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$64.42

Spread vs growth

17.5%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$103.75

Spread vs growth

15.3%

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 -32.6%

Total return

-32.6%

Start / end P/E

24.0x → 12.2x

EPS bridge

39.98 → 49.20

Residual

-11.3%

EPS growth+23.1%
Multiple rerating-49.2%
Dividend+4.8%
Residual / FX / buybacks / cross-term-11.3%

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.