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6217.T$1235.00-10.44%
Fair $1235.00+0.0%

6217.T

Tsudakoma Corp.

Industrials / Specialty Industrial MachineryTokyo

$1235.00

-144.00 (-10.44%)

Fairly Valued+0.0%Fair Value $1235.00Fund rank 22/100 · Data gapFallback financials|
SA 24/D
F-Score: 5/9
High DebtDeclining RevenueLow 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 35% · confianza 11%

FCF escenarios

weak_data · normalized FCF $587.0M · quality 24.0/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

24/100

D

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: 3unknown: 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. Debt-to-Equity ratio is 4.26, above the 2.0 threshold Revenue has declined for 2 consecutive years ROE is -9.2%, below the 5% threshold
Thesis & Journal · 6217.TLocal privado en este navegador · Tsudakoma Corp.
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

$7.9B

P/E

N/A

•

EV/EBITDA

20.7x

↑

ROE

-9.2%

↓

Gross Margin

16.3%

↓

Debt/Equity

4.26

↑
52-Week Range$1235
$331$2710

TradingView lightweight chart

6217.T price, volumen y niveles de valoración

Último $1,235Periodo +14.4%
Fair value: $1,235

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

+4.4%

FCF CAGR

—

FCF margin

1.7%

FCF / Net income

-2.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.45B · net income $-262.0M · FCF $599.0M

2022-FY → 2025-FY

Gross margin

16.3%+5.9% pts

Operating margin

-0.2%+7.8% pts

Net margin

-0.7%+7.5% pts

FCF margin

1.7%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.45B$35.45B$36.45B$39.28B$31.19B
Net Income$-262.0M$-262.0M$488.0M$-1.25B$-2.57B
EBITDA$800.0M$800.0M$1.74B$144.0M$-1.03B
EPS——76.45-195.09-401.87
Gross Margin16.3%16.3%16.3%12.6%10.4%
Operating Margin-0.2%-0.2%1.1%-3.1%-8.0%
Net Margin-0.7%-0.7%1.3%-3.2%-8.2%
Balance Sheet
Debt/Equity4.264.264.596.764.37
Current Ratio0.860.86———
Cash Flow
Free Cash Flow$599.0M$599.0M$587.0M$-1.53B$-2.45B
Returns
ROE-9.2%-9.2%18.0%-62.7%-84.3%
Valuation
P/E——4.50——
EV/EBITDA20.6920.696.7490.87—
P/B2.772.770.811.131.25
Growth & Yield
Revenue Growth-2.7%-2.7%-7.2%25.9%—
EPS Growth——139.2%51.5%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +214.2%

Total return

+214.2%

Start / end P/E

n/dx → n/dx

EPS bridge

76.45 → n/d

Residual

+214.2%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+214.2%

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.