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6267.T$3720.00-1.85%
Fair $3720.00+0.0%

6267.T

General Packer Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3720.00

-70.00 (-1.85%)

Fairly Valued+0.0%Fair Value $3720.00Fund rank 30/100 · Data gapFallback financials|
SA 52/C
F-Score: 6/9

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 22%

FCF escenarios

weak_data · normalized FCF $69.6M · quality 52.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

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: 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 · 6267.TLocal privado en este navegador · General Packer 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

$6.3B

P/E

8.9x

↓

EV/EBITDA

3.2x

↓

ROE

10.5%

↑

Gross Margin

29.2%

↑

Debt/Equity

0.04

↓
52-Week Range$3720
$2770$4440

TradingView lightweight chart

6267.T price, volumen y niveles de valoración

Último $3,720Periodo +4.8%
Fair value: $3,720

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+3.9%

FCF CAGR

-7.2%

FCF margin

11.2%

FCF / Net income

1.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.85B · net income $721.0M · FCF $1.10B

2021-FY → 2024-FY

Gross margin

29.2%-0.3% pts

Operating margin

10.2%-1.6% pts

Net margin

7.3%-1.1% pts

FCF margin

11.2%-4.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$9.85B$9.85B$9.05B$8.64B$8.79B
Net Income$721.0M$721.0M$665.2M$779.0M$741.0M
EBITDA$1.16B$1.16B$1.09B$1.26B$1.19B
EPS——375.30439.99419.43
Gross Margin29.2%29.2%31.7%32.6%29.5%
Operating Margin10.2%10.2%10.3%13.0%11.8%
Net Margin7.3%7.3%7.3%9.0%8.4%
Balance Sheet
Debt/Equity0.040.040.060.060.10
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$1.10B$1.10B$-396.8M$69.6M$1.38B
Returns
ROE10.5%10.5%10.5%13.4%14.6%
Valuation
P/E8.918.916.906.045.72
EV/EBITDA3.213.212.481.801.51
P/B0.950.950.730.810.83
Growth & Yield
Revenue Growth8.8%8.8%4.8%-1.6%—
EPS Growth——-14.7%4.9%—
Dividend Yield3.2%3.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +37.5%

Total return

+37.5%

Start / end P/E

n/dx → n/dx

EPS bridge

375.30 → n/d

Residual

+34.3%

EPS growthn/d
Multiple reratingn/d
Dividend+3.2%
Residual / FX / buybacks / cross-term+34.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.