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v0.1
6334.T$449.00+0.90%
Fair $449.00+0.0%

6334.T

Meiji Machine Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$449.00

+4.00 (+0.90%)

Fairly Valued+0.0%Fair Value $449.00Fund rank 26/100 · Data gapFallback financials|
SA 47/C
F-Score: 2/9
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 18%

FCF escenarios

weak_data · normalized FCF $-758.0M · quality 44.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

47/100

C

Piotroski

2/9

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 4.0%, below the 5% threshold
Thesis & Journal · 6334.TLocal privado en este navegador · Meiji 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

$4.8B

P/E

188.7x

↑

EV/EBITDA

19.4x

↑

ROE

4.0%

↓

Gross Margin

23.3%

↓

Debt/Equity

0.66

↑
52-Week Range$449
$276$458

TradingView lightweight chart

6334.T price, volumen y niveles de valoración

Último $449.00Periodo -70.8%
Fair value: $449.00

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

-5.0%

FCF CAGR

—

FCF margin

-11.6%

FCF / Net income

-6.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.51B · net income $120.4M · FCF $-758.0M

2022-FY → 2025-FY

Gross margin

23.3%+11.6% pts

Operating margin

4.1%-0.1% pts

Net margin

1.8%+3.4% pts

FCF margin

-11.6%+15.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.51B$6.51B$4.90B$6.31B$7.59B
Net Income$120.4M$120.4M$314.1M$1.76B$-117.4M
EBITDA$276.2M$276.2M$346.8M$1.80B$45.4M
EPS10.8110.8127.88154.95-10.31
Gross Margin23.3%23.3%28.7%11.4%11.7%
Operating Margin4.1%4.1%5.1%3.0%4.2%
Net Margin1.8%1.8%6.4%28.0%-1.5%
Balance Sheet
Debt/Equity0.660.660.510.542.33
Current Ratio2.372.37———
Cash Flow
Free Cash Flow$-758.0M$-758.0M$453.2M$-1.59B$-2.07B
Returns
ROE4.0%4.0%9.9%51.5%-10.3%
Valuation
P/E188.66188.6612.703.01—
EV/EBITDA19.4019.409.152.6451.79
P/B1.651.651.251.552.07
Growth & Yield
Revenue Growth33.0%33.0%-22.4%-16.9%—
EPS Growth-61.2%-61.2%-82.0%1602.9%—
Dividend Yield1.3%1.3%———

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

54.5%

muy exigente

EPS terminal req.

$39.84

Spread vs growth

-115.7%

5Y implied EPS CAGR

34.9%

muy exigente

EPS terminal req.

$48.21

Spread vs growth

-96.1%

10Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$77.64

Spread vs growth

-83.0%

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 +60.0%

Total return

+60.0%

Start / end P/E

10.2x → 41.5x

EPS bridge

27.88 → 10.81

Residual

-189.3%

EPS growth-61.2%
Multiple rerating+309.2%
Dividend+1.3%
Residual / FX / buybacks / cross-term-189.3%

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.