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6346.T$5760.00+0.17%
Fair $5760.00+0.0%

6346.T

Kikukawa Enterprise, Inc.

Industrials / Specialty Industrial MachineryTokyo

$5760.00

+10.00 (+0.17%)

Fairly Valued+0.0%Fair Value $5760.00Fund rank 29/100 · Data gapFallback financials|
SA 38/D
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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $388.9M · quality 46.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 51/100Data 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

38/100

D

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 · 6346.TLocal privado en este navegador · Kikukawa Enterprise, Inc.
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

$7.0B

P/E

21.5x

↑

EV/EBITDA

-0.7x

↓

ROE

6.1%

↑

Gross Margin

42.3%

↑

Debt/Equity

N/A

•
52-Week Range$5760
$5480$7160

TradingView lightweight chart

6346.T price, volumen y niveles de valoración

Último $5,760Periodo +195.4%
Fair value: $5,760

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

+9.8%

FCF CAGR

-70.0%

FCF margin

0.5%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.53B · net income $743.9M · FCF $29.9M

2022-FY → 2025-FY

Gross margin

42.3%+7.5% pts

Operating margin

18.5%+10.6% pts

Net margin

13.4%+5.4% pts

FCF margin

0.5%-26.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.53B$5.53B$5.49B$4.13B$4.18B
Net Income$743.9M$743.9M$618.7M$377.0M$336.2M
EBITDA$1.13B$1.13B$964.4M$612.7M$579.6M
EPS613.83613.83512.14310.40272.60
Gross Margin42.3%42.3%38.1%36.4%34.8%
Operating Margin18.5%18.5%14.1%10.6%7.9%
Net Margin13.4%13.4%11.3%9.1%8.1%
Balance Sheet
Current Ratio14.2814.28———
Cash Flow
Free Cash Flow$29.9M$29.9M$388.9M$527.4M$1.11B
Returns
ROE6.1%6.1%5.3%3.4%3.1%
Valuation
P/E21.4621.468.9412.0814.86
EV/EBITDA-0.69-0.69-2.86-5.87-5.04
P/B0.570.570.470.410.46
Growth & Yield
Revenue Growth0.9%0.9%32.8%-1.0%—
EPS Growth19.9%19.9%65.0%13.9%—
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

-5.9%

fácil

EPS terminal req.

$511.10

Spread vs growth

25.8%

5Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$618.44

Spread vs growth

19.7%

10Y implied EPS CAGR

5.0%

fácil

EPS terminal req.

$996.00

Spread vs growth

14.9%

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 +4.3%

Total return

+4.3%

Start / end P/E

11.1x → 9.4x

EPS bridge

512.14 → 613.83

Residual

-3.1%

EPS growth+19.9%
Multiple rerating-15.8%
Dividend+3.5%
Residual / FX / buybacks / cross-term-3.1%

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.