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6265.T$3395.00+3.19%
Fair $3395.00+0.0%

6265.T

CONVUM Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3395.00

+105.00 (+3.19%)

Fairly Valued+0.0%Fair Value $3395.00Fund rank 34/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $317.9M · quality 70.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 85/100Data 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

51/100

C

Piotroski

6/9

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 4.1%, below the 5% threshold
Thesis & Journal · 6265.TLocal privado en este navegador · CONVUM 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

$5.2B

P/E

20.9x

↑

EV/EBITDA

4.5x

↓

ROE

4.1%

↓

Gross Margin

51.1%

↑

Debt/Equity

N/A

•
52-Week Range$3395
$2001$3450

TradingView lightweight chart

6265.T price, volumen y niveles de valoración

Último $3,395Periodo +38.6%
Fair value: $3,395

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

-5.9%

FCF CAGR

-8.3%

FCF margin

17.9%

FCF / Net income

1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.98B · net income $248.7M · FCF $354.9M

2022-FY → 2025-FY

Gross margin

51.1%-4.6% pts

Operating margin

14.9%-10.9% pts

Net margin

12.5%-6.7% pts

FCF margin

17.9%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1.98B$1.98B$1.85B$1.92B$2.38B
Net Income$248.7M$248.7M$248.0M$237.5M$458.8M
EBITDA$489.3M$489.3M$502.6M$520.6M$807.3M
EPS162.11162.11159.33152.57294.75
Gross Margin51.1%51.1%50.8%51.1%55.7%
Operating Margin14.9%14.9%16.4%16.6%25.8%
Net Margin12.5%12.5%13.4%12.3%19.3%
Balance Sheet
Current Ratio14.8514.85———
Cash Flow
Free Cash Flow$354.9M$354.9M$317.9M$302.3M$460.7M
Returns
ROE4.1%4.1%4.2%4.1%8.4%
Valuation
P/E20.9320.9312.8212.396.94
EV/EBITDA4.504.500.750.731.02
P/B0.870.870.540.510.58
Growth & Yield
Revenue Growth7.1%7.1%-3.8%-19.2%—
EPS Growth1.7%1.7%4.4%-48.2%—
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%

3Y implied EPS CAGR

22.9%

exigente

EPS terminal req.

$301.25

Spread vs growth

-21.2%

5Y implied EPS CAGR

17.6%

exigente

EPS terminal req.

$364.51

Spread vs growth

-15.8%

10Y implied EPS CAGR

13.7%

razonable

EPS terminal req.

$587.05

Spread vs growth

-12.0%

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 +67.1%

Total return

+67.1%

Start / end P/E

12.9x → 20.9x

EPS bridge

159.33 → 162.11

Residual

+1.1%

EPS growth+1.7%
Multiple rerating+62.8%
Dividend+1.5%
Residual / FX / buybacks / cross-term+1.1%

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.