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6235.T$3660.00-0.95%
Fair $3660.00+0.0%

6235.T

Optorun Co.,Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3660.00

-35.00 (-0.95%)

Fairly Valued+0.0%Fair Value $3660.00Fund rank 31/100 · Data gapFallback financials|
SA 54/C
F-Score: 3/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 58.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

54/100

C

Piotroski

3/9

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 · 6235.TLocal privado en este navegador · Optorun 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

$146.0B

P/E

50.0x

↑

EV/EBITDA

21.3x

↑

ROE

5.2%

↓

Gross Margin

33.8%

↑

Debt/Equity

0.09

↓
52-Week Range$3660
$1441$4910

TradingView lightweight chart

6235.T price, volumen y niveles de valoración

Último $3,660Periodo +66.4%
Fair value: $3,660

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

-0.4%

FCF CAGR

+21.9%

FCF margin

22.3%

FCF / Net income

2.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $33.86B · net income $2.96B · FCF $7.54B

2022-FY → 2025-FY

Gross margin

33.8%-9.8% pts

Operating margin

9.8%-11.9% pts

Net margin

8.7%-11.3% pts

FCF margin

22.3%+10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$33.86B$33.86B$32.41B$36.81B$34.30B
Net Income$2.96B$2.96B$6.35B$4.63B$6.89B
EBITDA$5.62B$5.62B$9.47B$6.99B$10.11B
EPS——151.86104.26155.62
Gross Margin33.8%33.8%44.7%50.1%43.6%
Operating Margin9.8%9.8%20.3%26.5%21.7%
Net Margin8.7%8.7%19.6%12.6%20.1%
Balance Sheet
Debt/Equity0.090.090.090.010.01
Current Ratio2.462.46———
Cash Flow
Free Cash Flow$7.54B$7.54B$1.93B$12.8M$4.16B
Returns
ROE5.2%5.2%10.8%8.2%13.2%
Valuation
P/E50.0350.0312.4315.4815.40
EV/EBITDA21.3121.315.445.587.08
P/B2.542.541.351.272.03
Growth & Yield
Revenue Growth4.5%4.5%-12.0%7.3%—
EPS Growth——45.7%-33.0%—
Dividend Yield1.5%1.5%———

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 +151.9%

Total return

+151.9%

Start / end P/E

n/dx → n/dx

EPS bridge

151.86 → n/d

Residual

+150.3%

EPS growthn/d
Multiple reratingn/d
Dividend+1.5%
Residual / FX / buybacks / cross-term+150.3%

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.