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6322.T$1576.00+0.64%
Fair $1576.00+0.0%

6322.T

Tacmina Corporation

Industrials / Specialty Industrial MachineryTokyo

$1576.00

+10.00 (+0.64%)

Fairly Valued+0.0%Fair Value $1576.00Fund rank 37/100 · Data gapFallback financials|
SA 56/C
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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $629.8M · quality 79.3/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

56/100

C

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 · 6322.TLocal privado en este navegador · Tacmina 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

$10.9B

P/E

8.8x

↓

EV/EBITDA

4.4x

↓

ROE

11.8%

↑

Gross Margin

46.7%

↑

Debt/Equity

0.04

↓
52-Week Range$1576
$1520$1920

TradingView lightweight chart

6322.T price, volumen y niveles de valoración

Último $1,576Periodo +320.3%
Fair value: $1,576

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

+8.6%

FCF CAGR

-3.1%

FCF margin

4.7%

FCF / Net income

0.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.12B · net income $1.22B · FCF $525.1M

2022-FY → 2025-FY

Gross margin

46.7%-0.2% pts

Operating margin

14.4%+0.4% pts

Net margin

10.9%+0.8% pts

FCF margin

4.7%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.12B$11.12B$11.02B$9.74B$8.68B
Net Income$1.22B$1.22B$1.20B$1.06B$880.3M
EBITDA$1.93B$1.93B$1.86B$1.68B$1.46B
EPS170.23170.23165.22146.82122.12
Gross Margin46.7%46.7%45.4%46.0%46.9%
Operating Margin14.4%14.4%14.4%15.0%14.0%
Net Margin10.9%10.9%10.9%10.9%10.1%
Balance Sheet
Debt/Equity0.040.040.040.040.05
Current Ratio4.524.52———
Cash Flow
Free Cash Flow$525.1M$525.1M$702.1M$629.8M$576.8M
Returns
ROE11.8%11.8%11.9%11.8%10.8%
Valuation
P/E8.838.8311.718.259.40
EV/EBITDA4.384.385.603.183.47
P/B1.091.091.400.971.02
Growth & Yield
Revenue Growth0.9%0.9%13.0%12.3%—
EPS Growth3.0%3.0%12.5%20.2%—
Dividend Yield3.5%3.5%———

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

-6.3%

fácil

EPS terminal req.

$139.84

Spread vs growth

9.4%

5Y implied EPS CAGR

-0.1%

fácil

EPS terminal req.

$169.21

Spread vs growth

3.2%

10Y implied EPS CAGR

4.8%

fácil

EPS terminal req.

$272.52

Spread vs growth

-1.8%

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 +5.1%

Total return

+5.1%

Start / end P/E

9.4x → 9.3x

EPS bridge

165.22 → 170.23

Residual

-0.0%

EPS growth+3.0%
Multiple rerating-1.4%
Dividend+3.5%
Residual / FX / buybacks / cross-term-0.0%

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.