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6229.T$1508.00-2.46%
Fair $1508.00+0.0%

6229.T

Okumura Engineering corp.

Industrials / Specialty Industrial MachineryTokyo

$1508.00

-38.00 (-2.46%)

Fairly Valued+0.0%Fair Value $1508.00Fund rank 30/100 · Data gapFallback financials|
SA 65/B
F-Score: 7/9

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 $402.6M · quality 52.3/100

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

65/100

B

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: 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 · 6229.TLocal privado en este navegador · Okumura Engineering 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

$6.6B

P/E

8.5x

↓

EV/EBITDA

5.3x

↓

ROE

5.4%

↓

Gross Margin

33.4%

↑

Debt/Equity

0.08

↓
52-Week Range$1508
$1154$2395

TradingView lightweight chart

6229.T price, volumen y niveles de valoración

Último $1,508Periodo +8.9%
Fair value: $1,508

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

+7.3%

FCF CAGR

+6.8%

FCF margin

9.2%

FCF / Net income

1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.44B · net income $553.4M · FCF $960.3M

2022-FY → 2025-FY

Gross margin

33.4%-3.0% pts

Operating margin

7.5%-0.3% pts

Net margin

5.3%-4.8% pts

FCF margin

9.2%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.44B$10.44B$9.48B$9.16B$8.46B
Net Income$553.4M$553.4M$511.0M$767.3M$850.1M
EBITDA$1.05B$1.05B$1.09B$1.32B$1.61B
EPS121.72121.72112.50169.23187.22
Gross Margin33.4%33.4%34.3%36.8%36.4%
Operating Margin7.5%7.5%7.0%9.0%7.8%
Net Margin5.3%5.3%5.4%8.4%10.1%
Balance Sheet
Debt/Equity0.080.080.100.160.21
Current Ratio4.124.12———
Cash Flow
Free Cash Flow$960.3M$960.3M$402.6M$-1.39B$787.2M
Returns
ROE5.4%5.4%5.3%8.3%10.0%
Valuation
P/E8.488.4813.666.895.98
EV/EBITDA5.325.326.053.862.10
P/B0.660.660.730.570.60
Growth & Yield
Revenue Growth10.1%10.1%3.5%8.4%—
EPS Growth8.2%8.2%-33.5%-9.6%—
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%

3Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$133.81

Spread vs growth

5.0%

5Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$161.91

Spread vs growth

2.3%

10Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$260.76

Spread vs growth

0.3%

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 +33.9%

Total return

+33.9%

Start / end P/E

10.3x → 12.4x

EPS bridge

112.50 → 121.72

Residual

+1.7%

EPS growth+8.2%
Multiple rerating+20.8%
Dividend+3.2%
Residual / FX / buybacks / cross-term+1.7%

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.