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6203.T$1927.00+12.30%
Fair $1927.00+0.0%

6203.T

Howa Machinery, Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1927.00

+211.00 (+12.30%)

Fairly Valued+0.0%Fair Value $1927.00Fund rank 25/100 · Data gapFallback financials|
SA 49/C
F-Score: 5/9
Low Profitability

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 17%

FCF escenarios

weak_data · normalized FCF $-2.2B · quality 41.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

49/100

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: 1unknown: 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. ROE is 4.0%, below the 5% threshold
Thesis & Journal · 6203.TLocal privado en este navegador · Howa Machinery, 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

$23.3B

P/E

31.4x

↑

EV/EBITDA

16.4x

↑

ROE

4.0%

↓

Gross Margin

16.9%

↓

Debt/Equity

0.43

↑
52-Week Range$1927
$959$2030

TradingView lightweight chart

6203.T price, volumen y niveles de valoración

Último $1,927Periodo +69.0%
Fair value: $1,927

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

+8.0%

FCF CAGR

—

FCF margin

-9.5%

FCF / Net income

-3.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.83B · net income $749.0M · FCF $-2.35B

2022-FY → 2025-FY

Gross margin

16.9%-3.2% pts

Operating margin

5.0%+0.0% pts

Net margin

3.0%-2.4% pts

FCF margin

-9.5%-21.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.83B$24.83B$19.79B$19.74B$19.70B
Net Income$749.0M$749.0M$-873.0M$524.0M$1.06B
EBITDA$1.72B$1.72B$-255.0M$1.14B$1.74B
EPS62.1862.18-72.4943.5686.08
Gross Margin16.9%16.9%17.6%18.4%20.1%
Operating Margin5.0%5.0%2.0%2.3%5.0%
Net Margin3.0%3.0%-4.4%2.7%5.4%
Balance Sheet
Debt/Equity0.430.430.360.200.19
Current Ratio2.842.84———
Cash Flow
Free Cash Flow$-2.35B$-2.35B$-2.23B$-1.14B$2.38B
Returns
ROE4.0%4.0%-5.0%3.0%6.3%
Valuation
P/E31.3731.37—20.419.31
EV/EBITDA16.4216.42—9.525.01
P/B1.241.240.570.620.59
Growth & Yield
Revenue Growth25.5%25.5%0.2%0.2%—
EPS Growth185.8%185.8%-266.4%-49.4%—
Dividend Yield1.2%1.2%———

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

40.1%

muy exigente

EPS terminal req.

$170.99

Spread vs growth

145.7%

5Y implied EPS CAGR

27.2%

muy exigente

EPS terminal req.

$206.90

Spread vs growth

158.6%

10Y implied EPS CAGR

18.3%

exigente

EPS terminal req.

$333.21

Spread vs growth

167.5%

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 +95.6%

Total return

+95.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-72.49 → 62.18

Residual

+94.5%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+94.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.