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6264.T$2097.00+4.00%
Fair $2097.00+0.0%

6264.T

Marumae Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2097.00

+86.00 (+4.00%)

Fairly Valued+0.0%Fair Value $2097.00Fund rank 26/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

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 19%

FCF escenarios

weak_data · normalized FCF $762.7M · quality 42.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 37/100Data 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

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: 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 · 6264.TLocal privado en este navegador · Marumae 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

$53.2B

P/E

34.7x

↑

EV/EBITDA

19.4x

↑

ROE

16.6%

↑

Gross Margin

31.1%

↑

Debt/Equity

1.66

↑
52-Week Range$2097
$590$2833

TradingView lightweight chart

6264.T price, volumen y niveles de valoración

Último $2,237Periodo +416.2%
Fair value: $2,097

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

+9.9%

FCF CAGR

+47.1%

FCF margin

13.5%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.40B · net income $1.36B · FCF $1.54B

2022-FY → 2025-FY

Gross margin

31.1%-5.7% pts

Operating margin

18.4%-9.1% pts

Net margin

11.9%-9.3% pts

FCF margin

13.5%+7.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.40B$11.40B$4.75B$6.87B$8.59B
Net Income$1.36B$1.36B$19.6M$706.6M$1.82B
EBITDA$3.22B$3.22B$1.01B$2.06B$3.28B
EPS53.5553.550.7827.9671.29
Gross Margin31.1%31.1%17.5%23.1%36.8%
Operating Margin18.4%18.4%3.3%12.5%27.5%
Net Margin11.9%11.9%0.4%10.3%21.2%
Balance Sheet
Debt/Equity1.661.660.490.470.45
Current Ratio2.152.15———
Cash Flow
Free Cash Flow$1.54B$1.54B$-72.6M$762.7M$483.3M
Returns
ROE16.6%16.6%0.3%9.5%24.9%
Valuation
P/E34.7234.72940.6531.9413.75
EV/EBITDA19.3719.3718.6210.967.70
P/B6.516.512.573.023.42
Growth & Yield
Revenue Growth140.1%140.1%-30.9%-20.0%—
EPS Growth6810.3%6810.3%-97.2%-60.8%—
Dividend Yield1.7%1.7%———

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

51.5%

muy exigente

EPS terminal req.

$186.07

Spread vs growth

6758.9%

5Y implied EPS CAGR

33.3%

muy exigente

EPS terminal req.

$225.15

Spread vs growth

6777.1%

10Y implied EPS CAGR

21.1%

exigente

EPS terminal req.

$362.61

Spread vs growth

6789.2%

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 +268.1%

Total return

+268.1%

Start / end P/E

787.7x → 41.8x

EPS bridge

0.78 → 53.55

Residual

-6449.2%

EPS growth+6810.3%
Multiple rerating-94.7%
Dividend+1.7%
Residual / FX / buybacks / cross-term-6449.2%

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.