StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
6240.T$518.00-5.99%
Fair $518.00+0.0%

6240.T

Yamashin-Filter Corp.

Industrials / Specialty Industrial MachineryTokyo

$518.00

-33.00 (-5.99%)

Fairly Valued+0.0%Fair Value $518.00Fund rank 31/100 · Data gapFallback financials|
SA 52/C
F-Score: 8/9

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 21%

FCF escenarios

weak_data · normalized FCF $2.3B · quality 55.3/100

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

52/100

C

Piotroski

8/9

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 · 6240.TLocal privado en este navegador · Yamashin-Filter 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

$36.1B

P/E

21.0x

↑

EV/EBITDA

9.4x

↓

ROE

7.6%

↑

Gross Margin

44.4%

↑

Debt/Equity

0.01

↓
52-Week Range$518
$471$849

TradingView lightweight chart

6240.T price, volumen y niveles de valoración

Último $518.00Periodo +344.0%
Fair value: $518.00

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

+2.2%

FCF CAGR

—

FCF margin

11.3%

FCF / Net income

1.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.10B · net income $1.72B · FCF $2.27B

2022-FY → 2025-FY

Gross margin

44.4%+4.0% pts

Operating margin

13.1%+5.9% pts

Net margin

8.6%+8.3% pts

FCF margin

11.3%+26.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.10B$20.10B$18.02B$18.61B$18.82B
Net Income$1.72B$1.72B$786.6M$645.4M$47.1M
EBITDA$3.29B$3.29B$1.93B$1.73B$1.23B
EPS24.3224.3211.019.03—
Gross Margin44.4%44.4%41.9%39.3%40.4%
Operating Margin13.1%13.1%7.8%6.6%7.1%
Net Margin8.6%8.6%4.4%3.5%0.3%
Balance Sheet
Debt/Equity0.010.010.040.070.07
Current Ratio3.413.41———
Cash Flow
Free Cash Flow$2.27B$2.27B$2.26B$1.37B$-2.93B
Returns
ROE7.6%7.6%3.7%3.1%0.2%
Valuation
P/E21.0321.0338.6036.43—
EV/EBITDA9.419.4113.5812.0117.75
P/B1.621.621.431.121.17
Growth & Yield
Revenue Growth11.5%11.5%-3.1%-1.1%—
EPS Growth120.9%120.9%21.9%——
Dividend Yield3.6%3.6%———

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

23.6%

exigente

EPS terminal req.

$45.96

Spread vs growth

97.3%

5Y implied EPS CAGR

18.0%

exigente

EPS terminal req.

$55.62

Spread vs growth

102.9%

10Y implied EPS CAGR

13.9%

razonable

EPS terminal req.

$89.57

Spread vs growth

107.0%

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 -6.3%

Total return

-6.3%

Start / end P/E

52.2x → 21.3x

EPS bridge

11.01 → 24.32

Residual

-71.6%

EPS growth+120.9%
Multiple rerating-59.2%
Dividend+3.6%
Residual / FX / buybacks / cross-term-71.6%

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.