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6208.T$1823.00-2.25%
Fair $1823.00+0.0%

6208.T

Ishikawa Seisakusho, Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1823.00

-42.00 (-2.25%)

Fairly Valued+0.0%Fair Value $1823.00Fund rank 26/100 · Data gapFallback financials|
SA 40/C
F-Score: 4/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-1.9B · quality 37.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

40/100

C

Piotroski

4/9

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 · 6208.TLocal privado en este navegador · Ishikawa Seisakusho, 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

$11.4B

P/E

18.0x

↑

EV/EBITDA

20.0x

↑

ROE

7.9%

↑

Gross Margin

15.4%

↓

Debt/Equity

1.67

↑
52-Week Range$1823
$1316$3135

TradingView lightweight chart

6208.T price, volumen y niveles de valoración

Último $1,823Periodo +122.3%
Fair value: $1,823

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

+10.3%

FCF CAGR

—

FCF margin

-13.4%

FCF / Net income

-5.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.20B · net income $423.6M · FCF $-2.17B

2022-FY → 2025-FY

Gross margin

15.4%+1.6% pts

Operating margin

4.3%+2.8% pts

Net margin

2.6%+1.4% pts

FCF margin

-13.4%-29.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.20B$16.20B$13.60B$12.59B$12.08B
Net Income$423.6M$423.6M$252.0M$167.1M$143.4M
EBITDA$983.5M$983.5M$555.4M$469.7M$456.5M
EPS66.4166.4139.5026.1922.48
Gross Margin15.4%15.4%13.7%13.6%13.8%
Operating Margin4.3%4.3%1.9%1.6%1.5%
Net Margin2.6%2.6%1.9%1.3%1.2%
Balance Sheet
Debt/Equity1.671.671.270.941.20
Current Ratio1.201.20———
Cash Flow
Free Cash Flow$-2.17B$-2.17B$-1.90B$1.29B$1.89B
Returns
ROE7.9%7.9%5.1%3.8%3.4%
Valuation
P/E17.9717.9735.6254.6865.57
EV/EBITDA20.0120.0125.6525.7629.47
P/B2.162.161.832.092.26
Growth & Yield
Revenue Growth19.2%19.2%8.0%4.2%—
EPS Growth68.1%68.1%50.8%16.5%—
Dividend Yield1.1%1.1%———

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

34.5%

muy exigente

EPS terminal req.

$161.76

Spread vs growth

33.6%

5Y implied EPS CAGR

24.1%

exigente

EPS terminal req.

$195.73

Spread vs growth

44.0%

10Y implied EPS CAGR

16.9%

exigente

EPS terminal req.

$315.23

Spread vs growth

51.3%

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 +31.1%

Total return

+31.1%

Start / end P/E

35.5x → 27.5x

EPS bridge

39.50 → 66.41

Residual

-15.4%

EPS growth+68.1%
Multiple rerating-22.7%
Dividend+1.1%
Residual / FX / buybacks / cross-term-15.4%

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.