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6226.T$2099.00-0.67%
Fair $2099.00+0.0%

6226.T

Moriya Transportation Engineering and Manufacturing Co.,Ltd.

Industrials / Engineering & ConstructionTokyo

$2099.00

-14.00 (-0.67%)

Fairly Valued+0.0%Fair Value $2099.00Fund rank 30/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $1.8B · quality 52.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

59/100

C

Piotroski

6/9

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 · 6226.TLocal privado en este navegador · Moriya Transportation Engineering and Manufacturing 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

$74.1B

P/E

17.9x

↑

EV/EBITDA

16.0x

↑

ROE

24.7%

↑

Gross Margin

31.8%

↑

Debt/Equity

0.00

↓
52-Week Range$2099
$1508$3230

TradingView lightweight chart

6226.T price, volumen y niveles de valoración

Último $2,077Periodo +455.3%
Fair value: $2,099

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

+11.9%

FCF CAGR

+24.3%

FCF margin

9.2%

FCF / Net income

0.63x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.44B · net income $2.84B · FCF $1.79B

2022-FY → 2025-FY

Gross margin

31.8%+7.3% pts

Operating margin

21.1%+8.0% pts

Net margin

14.6%+6.4% pts

FCF margin

9.2%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.44B$19.44B$17.53B$15.42B$13.89B
Net Income$2.84B$2.84B$1.72B$641.7M$1.15B
EBITDA$4.27B$4.27B$2.79B$907.4M$1.92B
EPS80.3480.3448.6618.2636.80
Gross Margin31.8%31.8%25.0%16.1%24.4%
Operating Margin21.1%21.1%14.8%5.0%13.1%
Net Margin14.6%14.6%9.8%4.2%8.2%
Balance Sheet
Debt/Equity0.000.000.010.010.03
Current Ratio2.502.50———
Cash Flow
Free Cash Flow$1.79B$1.79B$2.18B$-716.7M$932.0M
Returns
ROE24.7%24.7%18.8%8.5%15.8%
Valuation
P/E17.9217.9212.1424.1012.15
EV/EBITDA16.0416.045.8614.215.28
P/B6.466.462.292.051.92
Growth & Yield
Revenue Growth10.9%10.9%13.7%11.0%—
EPS Growth65.1%65.1%166.5%-50.4%—
Dividend Yield1.8%1.8%———

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

32.3%

muy exigente

EPS terminal req.

$186.25

Spread vs growth

32.8%

5Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$225.36

Spread vs growth

42.2%

10Y implied EPS CAGR

16.3%

exigente

EPS terminal req.

$362.95

Spread vs growth

48.8%

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 +34.5%

Total return

+34.5%

Start / end P/E

32.2x → 25.9x

EPS bridge

48.66 → 80.34

Residual

-12.8%

EPS growth+65.1%
Multiple rerating-19.6%
Dividend+1.8%
Residual / FX / buybacks / cross-term-12.8%

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.