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6223.T$2122.00-1.99%
Fair $2122.00+0.0%

6223.T

Seibu Giken Co.,Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2122.00

-43.00 (-1.99%)

Fairly Valued+0.0%Fair Value $2122.00Fund rank 29/100 · Data gapFallback financials|
SA 53/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $113.0M · quality 48.3/100

Data gap 29/100
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

53/100

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 · 6223.TLocal privado en este navegador · Seibu Giken 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

$41.2B

P/E

12.3x

↓

EV/EBITDA

5.4x

↓

ROE

10.8%

↑

Gross Margin

34.0%

↑

Debt/Equity

0.13

↓
52-Week Range$2122
$1506$2650

TradingView lightweight chart

6223.T price, volumen y niveles de valoración

Último $2,122Periodo -21.4%
Fair value: $2,122

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

+11.3%

FCF CAGR

-65.6%

FCF margin

0.3%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.32B · net income $3.46B · FCF $113.0M

2022-FY → 2025-FY

Gross margin

34.0%-6.4% pts

Operating margin

13.2%-5.3% pts

Net margin

10.1%-5.6% pts

FCF margin

0.3%-10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.32B$34.32B$32.07B$28.73B$24.89B
Net Income$3.46B$3.46B$3.34B$3.43B$3.91B
EBITDA$5.67B$5.67B$5.21B$5.25B$5.70B
EPS——162.76180.14195.55
Gross Margin34.0%34.0%34.0%38.9%40.4%
Operating Margin13.2%13.2%12.6%15.0%18.5%
Net Margin10.1%10.1%10.4%11.9%15.7%
Balance Sheet
Debt/Equity0.130.130.050.100.30
Current Ratio1.951.95———
Cash Flow
Free Cash Flow$113.0M$113.0M$4.83B$-422.0M$2.77B
Returns
ROE10.8%10.8%11.2%12.8%22.0%
Valuation
P/E12.3012.3010.999.18—
EV/EBITDA5.445.444.564.28—
P/B1.311.311.231.18—
Growth & Yield
Revenue Growth7.0%7.0%11.6%15.4%—
EPS Growth——-9.6%-7.9%—
Dividend Yield3.2%3.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +37.4%

Total return

+37.4%

Start / end P/E

n/dx → n/dx

EPS bridge

162.76 → n/d

Residual

+34.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.2%
Residual / FX / buybacks / cross-term+34.1%

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.