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6343.T$134.00+0.00%
Fair $134.00+0.0%

6343.T

Freesia Macross Corporation

Industrials / Specialty Industrial MachineryTokyo

$134.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $134.00Fund rank 24/100 · Data gapFallback financials|
SA 48/C
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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-407.9M · quality 42.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

48/100

C

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 · 6343.TLocal privado en este navegador · Freesia Macross 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

$6.0B

P/E

3.5x

↓

EV/EBITDA

6.2x

↓

ROE

7.3%

↑

Gross Margin

52.6%

↑

Debt/Equity

0.82

↑
52-Week Range$134
$100$230

TradingView lightweight chart

6343.T price, volumen y niveles de valoración

Último $134.00Periodo +34.0%
Fair value: $134.00

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

-0.2%

FCF CAGR

—

FCF margin

-4.6%

FCF / Net income

-0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.97B · net income $906.7M · FCF $-319.9M

2022-FY → 2025-FY

Gross margin

52.6%+1.7% pts

Operating margin

19.3%+3.6% pts

Net margin

13.0%+7.2% pts

FCF margin

-4.6%-3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.97B$6.97B$6.72B$7.03B$7.01B
Net Income$906.7M$906.7M$657.5M$835.1M$410.4M
EBITDA$2.44B$2.44B$2.00B$2.22B$1.95B
EPS20.1520.1514.6118.569.12
Gross Margin52.6%52.6%50.8%48.6%50.9%
Operating Margin19.3%19.3%15.4%13.9%15.7%
Net Margin13.0%13.0%9.8%11.9%5.9%
Balance Sheet
Debt/Equity0.820.820.891.011.25
Current Ratio2.502.50———
Cash Flow
Free Cash Flow$-319.9M$-319.9M$-1.08B$-407.9M$-63.6M
Returns
ROE7.3%7.3%5.9%9.2%5.1%
Valuation
P/E3.503.507.265.9312.61
EV/EBITDA6.226.226.585.446.16
P/B0.480.480.430.540.64
Growth & Yield
Revenue Growth3.7%3.7%-4.5%0.3%—
EPS Growth37.9%37.9%-21.3%103.5%—
Dividend Yield0.4%0.4%———

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

-16.1%

fácil

EPS terminal req.

$11.89

Spread vs growth

54.0%

5Y implied EPS CAGR

-6.5%

fácil

EPS terminal req.

$14.39

Spread vs growth

44.4%

10Y implied EPS CAGR

1.4%

fácil

EPS terminal req.

$23.17

Spread vs growth

36.5%

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 +30.5%

Total return

+30.5%

Start / end P/E

7.0x → 6.7x

EPS bridge

14.61 → 20.15

Residual

-2.2%

EPS growth+37.9%
Multiple rerating-5.7%
Dividend+0.4%
Residual / FX / buybacks / cross-term-2.2%

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.