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v0.1
6292.T$807.00-2.77%
Fair $807.00+0.0%

6292.T

Kawata Mfg. Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$807.00

-23.00 (-2.77%)

Fairly Valued+0.0%Fair Value $807.00Fund rank 25/100 · Data gapFallback financials|
SA 41/C
F-Score: 5/9
Low 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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-391.1M · quality 41.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

41/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 4.4%, below the 5% threshold
Thesis & Journal · 6292.TLocal privado en este navegador · Kawata Mfg. 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

$5.6B

P/E

152.0x

↑

EV/EBITDA

3.2x

↓

ROE

4.4%

↓

Gross Margin

30.1%

↑

Debt/Equity

0.46

↑
52-Week Range$807
$720$910

TradingView lightweight chart

6292.T price, volumen y niveles de valoración

Último $807.00Periodo +257.1%
Fair value: $807.00

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

+4.1%

FCF CAGR

-21.2%

FCF margin

2.8%

FCF / Net income

1.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $20.77B · net income $576.1M · FCF $591.1M

2022-FY → 2025-FY

Gross margin

30.1%+2.0% pts

Operating margin

4.7%+0.6% pts

Net margin

2.8%-0.2% pts

FCF margin

2.8%-3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$20.77B$20.77B$24.49B$18.83B$18.38B
Net Income$576.1M$576.1M$929.1M$351.3M$540.8M
EBITDA$1.53B$1.53B$1.82B$1.04B$1.27B
EPS82.5382.53133.1050.3477.52
Gross Margin30.1%30.1%25.5%28.2%28.1%
Operating Margin4.7%4.7%5.1%3.4%4.1%
Net Margin2.8%2.8%3.8%1.9%2.9%
Balance Sheet
Debt/Equity0.460.460.570.520.44
Current Ratio2.602.60———
Cash Flow
Free Cash Flow$591.1M$591.1M$-901.0M$-391.1M$1.21B
Returns
ROE4.4%4.4%7.5%3.0%4.9%
Valuation
P/E151.98151.987.6116.5112.54
EV/EBITDA3.203.203.824.343.89
P/B0.430.430.570.500.61
Growth & Yield
Revenue Growth-15.2%-15.2%30.1%2.4%—
EPS Growth-38.0%-38.0%164.4%-35.1%—
Dividend Yield4.6%4.6%———

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

-4.6%

fácil

EPS terminal req.

$71.61

Spread vs growth

-33.4%

5Y implied EPS CAGR

1.0%

fácil

EPS terminal req.

$86.65

Spread vs growth

-39.0%

10Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$139.54

Spread vs growth

-43.4%

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 +14.8%

Total return

+14.8%

Start / end P/E

5.5x → 9.8x

EPS bridge

133.10 → 82.53

Residual

-29.6%

EPS growth-38.0%
Multiple rerating+77.8%
Dividend+4.6%
Residual / FX / buybacks / cross-term-29.6%

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.