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6233.T$399.00-0.25%
Fair $399.00+0.0%

6233.T

KLASS Corporation

Industrials / Specialty Industrial MachineryTokyo

$399.00

-1.00 (-0.25%)

Fairly Valued+0.0%Fair Value $399.00Fund rank 20/100 · Data gapFallback financials|
SA 29/D
F-Score: 7/9
Declining Revenue

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 14%

FCF escenarios

weak_data · normalized FCF $323.8M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

29/100

D

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 6233.TLocal privado en este navegador · KLASS Corporation
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

$2.1B

P/E

14.4x

↓

EV/EBITDA

9.6x

↓

ROE

5.6%

↓

Gross Margin

32.1%

↑

Debt/Equity

1.26

↑
52-Week Range$399
$390$478

TradingView lightweight chart

6233.T price, volumen y niveles de valoración

Último $399.00Periodo -33.9%
Fair value: $399.00

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

-0.3%

FCF CAGR

—

FCF margin

3.4%

FCF / Net income

1.87x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.57B · net income $172.7M · FCF $323.8M

2022-FY → 2025-FY

Gross margin

32.1%+2.0% pts

Operating margin

2.8%+0.7% pts

Net margin

1.8%+0.3% pts

FCF margin

3.4%+11.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.57B$9.57B$9.78B$9.89B$9.66B
Net Income$172.7M$172.7M$76.3M$102.3M$143.4M
EBITDA$481.5M$481.5M$389.3M$450.9M$420.8M
EPS——14.1518.9826.60
Gross Margin32.1%32.1%29.9%31.2%30.1%
Operating Margin2.8%2.8%1.2%3.2%2.1%
Net Margin1.8%1.8%0.8%1.0%1.5%
Balance Sheet
Debt/Equity1.261.261.411.501.36
Current Ratio1.341.34———
Cash Flow
Free Cash Flow$323.8M$323.8M$572.3M$-661.9M$-819.9M
Returns
ROE5.6%5.6%2.6%3.5%5.0%
Valuation
P/E14.3914.3928.6228.4018.31
EV/EBITDA9.619.6112.4413.4611.89
P/B0.680.680.741.000.92
Growth & Yield
Revenue Growth-2.2%-2.2%-1.1%2.4%—
EPS Growth——-25.4%-28.6%—
Dividend Yield2.5%2.5%———

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 -4.7%

Total return

-4.7%

Start / end P/E

n/dx → n/dx

EPS bridge

14.15 → n/d

Residual

-7.2%

EPS growthn/d
Multiple reratingn/d
Dividend+2.5%
Residual / FX / buybacks / cross-term-7.2%

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.