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6218.T$603.00+1.34%
Fair $603.00+0.0%

6218.T

ENSHU Limited

Industrials / Specialty Industrial MachineryTokyo

$603.00

+8.00 (+1.34%)

Fairly Valued+0.0%Fair Value $603.00Fund rank 28/100 · Data gapFallback financials|
SA 32/D
F-Score: 3/9
Declining 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-272.0M · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

32/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is -21.8%, below the 5% threshold
Thesis & Journal · 6218.TLocal privado en este navegador · ENSHU Limited
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

$3.8B

P/E

16.1x

↓

EV/EBITDA

N/A

•

ROE

-21.8%

↓

Gross Margin

12.3%

↓

Debt/Equity

1.14

↑
52-Week Range$603
$426$603

TradingView lightweight chart

6218.T price, volumen y niveles de valoración

Último $603.00Periodo -57.5%
Fair value: $603.00

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

-2.9%

FCF CAGR

-64.9%

FCF margin

0.3%

FCF / Net income

-0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.89B · net income $-2.26B · FCF $72.0M

2022-FY → 2025-FY

Gross margin

12.3%-4.0% pts

Operating margin

-3.2%-6.4% pts

Net margin

-10.3%-11.9% pts

FCF margin

0.3%-6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.89B$21.89B$24.09B$24.81B$23.90B
Net Income$-2.26B$-2.26B$221.0M$-104.0M$370.0M
EBITDA$-954.0M$-954.0M$1.83B$1.46B$1.88B
EPS-358.71-358.7135.14-16.6058.73
Gross Margin12.3%12.3%16.6%14.4%16.3%
Operating Margin-3.2%-3.2%2.2%0.3%3.1%
Net Margin-10.3%-10.3%0.9%-0.4%1.5%
Balance Sheet
Debt/Equity1.141.141.001.041.11
Current Ratio1.761.76———
Cash Flow
Free Cash Flow$72.0M$72.0M$-272.0M$-2.03B$1.66B
Returns
ROE-21.8%-21.8%1.9%-0.9%3.5%
Valuation
P/E16.0616.0619.38—11.83
EV/EBITDA——6.407.765.13
P/B0.370.370.360.360.41
Growth & Yield
Revenue Growth-9.2%-9.2%-2.9%3.8%—
EPS Growth-1120.8%-1120.8%311.7%-128.3%—
Dividend Yield2.0%2.0%———

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 +31.1%

Total return

+31.1%

Start / end P/E

n/dx → n/dx

EPS bridge

35.14 → -358.71

Residual

+29.1%

EPS growthn/d
Multiple reratingn/d
Dividend+2.0%
Residual / FX / buybacks / cross-term+29.1%

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.