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6325.T$398.00-1.00%
Fair $398.00+0.0%

6325.T

Takakita Co., Ltd.

Industrials / Farm & Heavy Construction MachineryTokyo

$398.00

-4.00 (-1.00%)

Fairly Valued+0.0%Fair Value $398.00Fund rank 30/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $196.1M · quality 55.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

42/100

C

Piotroski

3/9

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 · 6325.TLocal privado en este navegador · Takakita 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

$4.5B

P/E

22.2x

↑

EV/EBITDA

2.7x

↓

ROE

7.0%

↑

Gross Margin

30.0%

↑

Debt/Equity

0.01

↓
52-Week Range$398
$365$478

TradingView lightweight chart

6325.T price, volumen y niveles de valoración

Último $398.00Periodo +35.8%
Fair value: $398.00

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

-0.1%

FCF CAGR

-26.0%

FCF margin

2.8%

FCF / Net income

0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.01B · net income $566.4M · FCF $196.1M

2022-FY → 2025-FY

Gross margin

30.0%-1.3% pts

Operating margin

4.9%-2.6% pts

Net margin

8.1%+2.4% pts

FCF margin

2.8%-4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.01B$7.01B$8.48B$7.73B$7.03B
Net Income$566.4M$566.4M$692.8M$476.2M$400.1M
EBITDA$1.06B$1.06B$1.25B$943.7M$835.1M
EPS49.5849.5861.6741.8834.43
Gross Margin30.0%30.0%32.4%30.7%31.3%
Operating Margin4.9%4.9%11.5%7.9%7.5%
Net Margin8.1%8.1%8.2%6.2%5.7%
Balance Sheet
Debt/Equity0.010.010.010.020.01
Current Ratio2.192.19———
Cash Flow
Free Cash Flow$196.1M$196.1M$496.7M$-119.3M$484.5M
Returns
ROE7.0%7.0%8.8%6.8%5.8%
Valuation
P/E22.2022.208.309.9117.05
EV/EBITDA2.722.723.804.316.85
P/B0.560.560.730.670.99
Growth & Yield
Revenue Growth-17.4%-17.4%9.7%10.0%—
EPS Growth-19.6%-19.6%47.3%21.6%—
Dividend Yield2.5%2.5%———

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

-10.7%

fácil

EPS terminal req.

$35.32

Spread vs growth

-8.9%

5Y implied EPS CAGR

-2.9%

fácil

EPS terminal req.

$42.73

Spread vs growth

-16.7%

10Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$68.82

Spread vs growth

-22.9%

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 +10.1%

Total return

+10.1%

Start / end P/E

6.0x → 8.0x

EPS bridge

61.67 → 49.58

Residual

-6.6%

EPS growth-19.6%
Multiple rerating+33.8%
Dividend+2.5%
Residual / FX / buybacks / cross-term-6.6%

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.