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6340.T$3965.00-2.22%
Fair $3965.00+0.0%

6340.T

Shibuya Corporation

Industrials / Specialty Industrial MachineryTokyo

$3965.00

-90.00 (-2.22%)

Fairly Valued+0.0%Fair Value $3965.00Fund rank 30/100 · Data gapFallback financials|
SA 66/B
F-Score: 6/9

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 $2.1B · quality 51.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

66/100

B

Piotroski

6/9

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 · 6340.TLocal privado en este navegador · Shibuya 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

$109.7B

P/E

12.2x

↓

EV/EBITDA

3.9x

↓

ROE

9.3%

↑

Gross Margin

19.5%

↓

Debt/Equity

0.03

↓
52-Week Range$3965
$3065$4060

TradingView lightweight chart

6340.T price, volumen y niveles de valoración

Último $3,965Periodo +369.2%
Fair value: $3,965

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

+10.3%

FCF CAGR

-38.1%

FCF margin

1.6%

FCF / Net income

0.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $129.02B · net income $10.05B · FCF $2.09B

2022-FY → 2025-FY

Gross margin

19.5%-5.0% pts

Operating margin

10.7%-3.3% pts

Net margin

7.8%-1.8% pts

FCF margin

1.6%-7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$129.02B$129.02B$115.43B$97.84B$96.22B
Net Income$10.05B$10.05B$9.78B$5.93B$9.26B
EBITDA$17.20B$17.20B$16.76B$11.35B$16.10B
EPS363.34363.34353.54214.29334.79
Gross Margin19.5%19.5%20.9%18.6%24.6%
Operating Margin10.7%10.7%11.6%8.2%13.9%
Net Margin7.8%7.8%8.5%6.1%9.6%
Balance Sheet
Debt/Equity0.030.030.050.060.03
Current Ratio2.602.60———
Cash Flow
Free Cash Flow$2.09B$2.09B$6.87B$-1.19B$8.82B
Returns
ROE9.3%9.3%9.7%6.6%10.8%
Valuation
P/E12.2212.229.8011.917.21
EV/EBITDA3.943.943.182.941.69
P/B1.021.020.950.780.78
Growth & Yield
Revenue Growth11.8%11.8%18.0%1.7%—
EPS Growth2.8%2.8%65.0%-36.0%—
Dividend Yield2.3%2.3%———

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

-1.1%

fácil

EPS terminal req.

$351.83

Spread vs growth

3.8%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$425.71

Spread vs growth

-0.4%

10Y implied EPS CAGR

6.6%

razonable

EPS terminal req.

$685.61

Spread vs growth

-3.8%

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 +29.8%

Total return

+29.8%

Start / end P/E

8.8x → 10.9x

EPS bridge

353.54 → 363.34

Residual

+0.7%

EPS growth+2.8%
Multiple rerating+24.1%
Dividend+2.3%
Residual / FX / buybacks / cross-term+0.7%

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.