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6227.T$6140.00+3.19%
Fair $6140.00+0.0%

6227.T

AIMECHATEC, Ltd.

Technology / Electronic ComponentsTokyo

$6140.00

+190.00 (+3.19%)

Fairly Valued+0.0%Fair Value $6140.00Fund rank 23/100 · Data gapFallback financials|
SA 43/C
F-Score: 7/9
Low 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 16%

FCF escenarios

weak_data · normalized FCF $-1.0B · quality 34.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

43/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.1%, below the 5% threshold
Thesis & Journal · 6227.TLocal privado en este navegador · AIMECHATEC, 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

$115.5B

P/E

38.6x

↑

EV/EBITDA

139.6x

↑

ROE

3.1%

↓

Gross Margin

25.8%

↓

Debt/Equity

0.78

↑
52-Week Range$6140
$929$9310

TradingView lightweight chart

6227.T price, volumen y niveles de valoración

Último $6,140Periodo +979.1%
Fair value: $6,140

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

+12.7%

FCF CAGR

+8.9%

FCF margin

2.2%

FCF / Net income

1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.01B · net income $337.7M · FCF $462.6M

2022-FY → 2025-FY

Gross margin

25.8%+6.0% pts

Operating margin

10.0%+5.0% pts

Net margin

1.6%-1.6% pts

FCF margin

2.2%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.01B$21.01B$15.42B$15.46B$14.68B
Net Income$337.7M$337.7M$111.7M$1.19B$478.3M
EBITDA$856.7M$856.7M$457.8M$1.61B$1.00B
EPS18.0718.076.3770.0528.10
Gross Margin25.8%25.8%21.0%20.5%19.8%
Operating Margin10.0%10.0%1.7%3.8%5.0%
Net Margin1.6%1.6%0.7%7.7%3.3%
Balance Sheet
Debt/Equity0.780.780.570.640.41
Current Ratio1.931.93———
Cash Flow
Free Cash Flow$462.6M$462.6M$-2.02B$-1.04B$358.0M
Returns
ROE3.1%3.1%1.0%13.3%5.9%
Valuation
P/E38.6538.65126.489.0314.14
EV/EBITDA139.57139.5738.328.567.60
P/B10.5710.571.291.200.84
Growth & Yield
Revenue Growth36.2%36.2%-0.3%5.3%—
EPS Growth183.6%183.6%-90.9%149.2%—
Dividend Yield0.3%0.3%———

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

211.3%

muy exigente

EPS terminal req.

$544.82

Spread vs growth

-27.6%

5Y implied EPS CAGR

105.3%

muy exigente

EPS terminal req.

$659.24

Spread vs growth

78.3%

10Y implied EPS CAGR

50.3%

muy exigente

EPS terminal req.

$1061.71

Spread vs growth

133.3%

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 +505.2%

Total return

+505.2%

Start / end P/E

159.3x → 339.9x

EPS bridge

6.37 → 18.07

Residual

+208.0%

EPS growth+183.6%
Multiple rerating+113.3%
Dividend+0.3%
Residual / FX / buybacks / cross-term+208.0%

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.