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6245.T$2520.00+0.56%
Fair $2520.00+0.0%

6245.T

HIRANO TECSEED Co.,Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2520.00

+14.00 (+0.56%)

Fairly Valued+0.0%Fair Value $2520.00Fund rank 25/100 · Data gapFallback financials|
SA 57/C
F-Score: 3/9
Margin CompressionLow 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 18%

FCF escenarios

weak_data · normalized FCF $-1.3B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

57/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 2.4%, below the 5% threshold
Thesis & Journal · 6245.TLocal privado en este navegador · HIRANO TECSEED 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

$38.1B

P/E

29.1x

↑

EV/EBITDA

14.4x

↑

ROE

2.4%

↓

Gross Margin

13.5%

↓

Debt/Equity

0.18

↓
52-Week Range$2520
$1432$2626

TradingView lightweight chart

6245.T price, volumen y niveles de valoración

Último $2,520Periodo +861.8%
Fair value: $2,520

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

+8.5%

FCF CAGR

—

FCF margin

-2.6%

FCF / Net income

-1.39x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.36B · net income $905.9M · FCF $-1.26B

2022-FY → 2025-FY

Gross margin

13.5%-5.1% pts

Operating margin

3.5%-7.1% pts

Net margin

1.9%-6.3% pts

FCF margin

-2.6%-6.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$48.36B$48.36B$46.95B$42.42B$37.87B
Net Income$905.9M$905.9M$2.44B$2.24B$3.10B
EBITDA$2.30B$2.30B$4.33B$3.87B$4.76B
EPS59.9159.91161.69148.87206.07
Gross Margin13.5%13.5%16.0%15.7%18.6%
Operating Margin3.5%3.5%6.9%7.3%10.5%
Net Margin1.9%1.9%5.2%5.3%8.2%
Balance Sheet
Debt/Equity0.180.180.180.310.02
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$-1.26B$-1.26B$4.88B$-11.32B$1.49B
Returns
ROE2.4%2.4%6.3%6.2%9.0%
Valuation
P/E29.0629.0612.4613.489.72
EV/EBITDA14.4514.455.327.653.96
P/B1.001.000.790.840.88
Growth & Yield
Revenue Growth3.0%3.0%10.7%12.0%—
EPS Growth-62.9%-62.9%8.6%-27.8%—
Dividend Yield3.4%3.4%———

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

55.1%

muy exigente

EPS terminal req.

$223.61

Spread vs growth

-118.1%

5Y implied EPS CAGR

35.2%

muy exigente

EPS terminal req.

$270.57

Spread vs growth

-98.1%

10Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$435.75

Spread vs growth

-84.9%

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 +74.4%

Total return

+74.4%

Start / end P/E

9.1x → 42.1x

EPS bridge

161.69 → 59.91

Residual

-227.7%

EPS growth-62.9%
Multiple rerating+361.7%
Dividend+3.4%
Residual / FX / buybacks / cross-term-227.7%

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.