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6248.T$1691.00-1.05%
Fair $1691.00+0.0%

6248.T

Yokota Manufacturing Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1691.00

-18.00 (-1.05%)

Fairly Valued+0.0%Fair Value $1691.00Fund rank 35/100 · Data gapFallback financials|
SA 63/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $232.7M · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 63/100Data 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

63/100

B

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 · 6248.TLocal privado en este navegador · Yokota Manufacturing 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

$3.1B

P/E

9.3x

↓

EV/EBITDA

2.1x

↓

ROE

10.9%

↑

Gross Margin

47.8%

↑

Debt/Equity

0.00

↓
52-Week Range$1691
$1485$2330

TradingView lightweight chart

6248.T price, volumen y niveles de valoración

Último $1,692Periodo -19.5%
Fair value: $1,691

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

+9.6%

FCF CAGR

+44.6%

FCF margin

16.7%

FCF / Net income

1.19x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.28B · net income $319.5M · FCF $381.2M

2022-FY → 2025-FY

Gross margin

47.8%+3.9% pts

Operating margin

20.0%+6.4% pts

Net margin

14.0%+4.6% pts

FCF margin

16.7%+9.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2.28B$2.28B$2.05B$1.78B$1.73B
Net Income$319.5M$319.5M$272.4M$168.4M$163.1M
EBITDA$506.9M$506.9M$415.9M$300.2M$284.6M
EPS172.21172.21146.0389.8987.06
Gross Margin47.8%47.8%45.3%43.5%44.0%
Operating Margin20.0%20.0%17.8%14.2%13.6%
Net Margin14.0%14.0%13.3%9.5%9.4%
Balance Sheet
Debt/Equity0.000.000.000.00—
Current Ratio5.905.90———
Cash Flow
Free Cash Flow$381.2M$381.2M$232.7M$51.1M$126.0M
Returns
ROE10.9%10.9%10.1%6.6%6.7%
Valuation
P/E9.269.269.1612.0112.29
EV/EBITDA2.082.081.681.151.01
P/B1.071.070.930.800.82
Growth & Yield
Revenue Growth11.1%11.1%15.3%2.9%—
EPS Growth17.9%17.9%62.5%3.3%—
Dividend Yield3.5%3.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-4.5%

fácil

EPS terminal req.

$150.05

Spread vs growth

22.4%

5Y implied EPS CAGR

1.1%

fácil

EPS terminal req.

$181.56

Spread vs growth

16.9%

10Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$292.40

Spread vs growth

12.5%

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 +15.7%

Total return

+15.7%

Start / end P/E

10.3x → 9.8x

EPS bridge

146.03 → 172.21

Residual

-0.9%

EPS growth+17.9%
Multiple rerating-4.9%
Dividend+3.5%
Residual / FX / buybacks / cross-term-0.9%

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.