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6294.T$1925.00-1.28%
Fair $1925.00+0.0%

6294.T

Okada Aiyon Corporation

Industrials / Farm & Heavy Construction MachineryTokyo

$1925.00

-25.00 (-1.28%)

Fairly Valued+0.0%Fair Value $1925.00Fund rank 22/100 · Data gapFallback financials|
SA 41/C
F-Score: 1/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-1.3B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

1/9

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 · 6294.TLocal privado en este navegador · Okada Aiyon Corporation
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

$15.5B

P/E

10.8x

↓

EV/EBITDA

7.7x

↓

ROE

8.6%

↑

Gross Margin

29.6%

↑

Debt/Equity

0.72

↑
52-Week Range$1925
$1795$2551

TradingView lightweight chart

6294.T price, volumen y niveles de valoración

Último $1,925Periodo +834.5%
Fair value: $1,925

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

+9.4%

FCF CAGR

—

FCF margin

-4.8%

FCF / Net income

-0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.58B · net income $1.48B · FCF $-1.28B

2022-FY → 2025-FY

Gross margin

29.6%+0.2% pts

Operating margin

8.6%-0.2% pts

Net margin

5.5%-0.3% pts

FCF margin

-4.8%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.58B$26.58B$27.10B$23.58B$20.31B
Net Income$1.48B$1.48B$1.89B$1.41B$1.19B
EBITDA$3.00B$3.00B$3.49B$2.66B$2.29B
EPS182.93182.93234.09175.54147.85
Gross Margin29.6%29.6%30.1%28.8%29.4%
Operating Margin8.6%8.6%10.0%8.3%8.7%
Net Margin5.5%5.5%7.0%6.0%5.9%
Balance Sheet
Debt/Equity0.720.720.640.670.49
Current Ratio1.481.48———
Cash Flow
Free Cash Flow$-1.28B$-1.28B$1.22B$-1.77B$-684.2M
Returns
ROE8.6%8.6%11.8%10.1%9.5%
Valuation
P/E10.7910.7913.269.8110.30
EV/EBITDA7.707.708.847.556.48
P/B0.900.901.560.990.98
Growth & Yield
Revenue Growth-1.9%-1.9%14.9%16.1%—
EPS Growth-21.9%-21.9%33.4%18.7%—
Dividend Yield3.9%3.9%———

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

-2.3%

fácil

EPS terminal req.

$170.81

Spread vs growth

-19.6%

5Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$206.68

Spread vs growth

-24.3%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$332.86

Spread vs growth

-28.0%

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 +9.3%

Total return

+9.3%

Start / end P/E

7.8x → 10.5x

EPS bridge

234.09 → 182.93

Residual

-7.6%

EPS growth-21.9%
Multiple rerating+34.9%
Dividend+3.9%
Residual / FX / buybacks / cross-term-7.6%

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.