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6284.T$9000.00-3.95%
Fair $9000.00+0.0%

6284.T

Nissei ASB Machine Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$9000.00

-370.00 (-3.95%)

Fairly Valued+0.0%Fair Value $9000.00Fund rank 36/100 · Data gapFallback financials|
SA 70/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.4B · quality 71.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

70/100

B

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 · 6284.TLocal privado en este navegador · Nissei ASB Machine 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

$134.9B

P/E

15.9x

↓

EV/EBITDA

8.5x

↓

ROE

13.1%

↑

Gross Margin

47.1%

↑

Debt/Equity

0.10

↓
52-Week Range$9000
$5340$9610

TradingView lightweight chart

6284.T price, volumen y niveles de valoración

Último $9,000Periodo +1856.5%
Fair value: $9,000

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

+13.0%

FCF CAGR

+201.4%

FCF margin

16.9%

FCF / Net income

0.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $43.65B · net income $7.74B · FCF $7.36B

2022-FY → 2025-FY

Gross margin

47.1%+2.9% pts

Operating margin

24.4%+6.0% pts

Net margin

17.7%-2.5% pts

FCF margin

16.9%+16.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$43.65B$43.65B$36.78B$34.80B$30.28B
Net Income$7.74B$7.74B$5.78B$5.08B$6.13B
EBITDA$12.81B$12.81B$9.92B$8.75B$10.62B
EPS516.36516.36385.52339.23408.97
Gross Margin47.1%47.1%47.3%45.0%44.3%
Operating Margin24.4%24.4%21.5%20.6%18.4%
Net Margin17.7%17.7%15.7%14.6%20.2%
Balance Sheet
Debt/Equity0.100.100.140.180.24
Current Ratio4.464.46———
Cash Flow
Free Cash Flow$7.36B$7.36B$8.82B$7.22B$269.0M
Returns
ROE13.1%13.1%10.9%10.1%13.4%
Valuation
P/E15.8515.8512.1713.349.03
EV/EBITDA8.478.474.996.104.44
P/B2.292.291.331.351.21
Growth & Yield
Revenue Growth18.7%18.7%5.7%14.9%—
EPS Growth33.9%33.9%13.6%-17.1%—
Dividend Yield5.1%5.1%———

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

15.6%

exigente

EPS terminal req.

$798.60

Spread vs growth

18.3%

5Y implied EPS CAGR

13.4%

razonable

EPS terminal req.

$966.31

Spread vs growth

20.6%

10Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$1556.25

Spread vs growth

22.3%

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 +69.4%

Total return

+69.4%

Start / end P/E

14.2x → 17.4x

EPS bridge

385.52 → 516.36

Residual

+7.7%

EPS growth+33.9%
Multiple rerating+22.6%
Dividend+5.1%
Residual / FX / buybacks / cross-term+7.7%

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.