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6272.T$1441.00+0.70%
Fair $1441.00+0.0%

6272.T

Rheon Automatic Machinery Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1441.00

+10.00 (+0.70%)

Fairly Valued+0.0%Fair Value $1441.00Fund rank 37/100 · Data gapFallback financials|
SA 65/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.1B · quality 80.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 80/100Data 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

65/100

B

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 · 6272.TLocal privado en este navegador · Rheon Automatic Machinery 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

$38.9B

P/E

10.0x

↓

EV/EBITDA

3.6x

↓

ROE

10.0%

↑

Gross Margin

45.4%

↑

Debt/Equity

0.04

↓
52-Week Range$1441
$1160$1660

TradingView lightweight chart

6272.T price, volumen y niveles de valoración

Último $1,441Periodo +311.7%
Fair value: $1,441

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

+13.8%

FCF CAGR

+12.9%

FCF margin

9.6%

FCF / Net income

0.97x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.21B · net income $3.89B · FCF $3.77B

2022-FY → 2025-FY

Gross margin

45.4%+4.7% pts

Operating margin

13.5%+9.4% pts

Net margin

9.9%+4.3% pts

FCF margin

9.6%-0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.21B$39.21B$37.70B$35.27B$26.59B
Net Income$3.89B$3.89B$3.68B$2.74B$1.49B
EBITDA$6.81B$6.81B$6.27B$4.40B$2.58B
EPS144.53144.53136.72101.8855.34
Gross Margin45.4%45.4%44.5%41.3%40.6%
Operating Margin13.5%13.5%13.0%8.5%4.1%
Net Margin9.9%9.9%9.7%7.8%5.6%
Balance Sheet
Debt/Equity0.040.040.050.060.07
Current Ratio2.672.67———
Cash Flow
Free Cash Flow$3.77B$3.77B$3.13B$1.97B$2.62B
Returns
ROE10.0%10.0%10.2%8.7%5.2%
Valuation
P/E9.989.9811.1012.0718.74
EV/EBITDA3.593.594.605.357.73
P/B1.001.001.141.050.98
Growth & Yield
Revenue Growth4.0%4.0%6.9%32.7%—
EPS Growth5.7%5.7%34.2%84.1%—
Dividend Yield4.2%4.2%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

-4.0%

fácil

EPS terminal req.

$127.86

Spread vs growth

9.7%

5Y implied EPS CAGR

1.4%

fácil

EPS terminal req.

$154.72

Spread vs growth

4.3%

10Y implied EPS CAGR

5.6%

razonable

EPS terminal req.

$249.17

Spread vs growth

0.1%

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 +26.3%

Total return

+26.3%

Start / end P/E

8.6x → 10.0x

EPS bridge

136.72 → 144.53

Residual

+0.9%

EPS growth+5.7%
Multiple rerating+15.5%
Dividend+4.2%
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.