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6349.T$1449.00+0.21%
Fair $1449.00+0.0%

6349.T

Komori Corporation

Industrials / Specialty Industrial MachineryTokyo

$1449.00

+3.00 (+0.21%)

Fairly Valued+0.0%Fair Value $1449.00Fund rank 30/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9

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 23%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 52.0/100

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

57/100

C

Piotroski

8/9

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 · 6349.TLocal privado en este navegador · Komori 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

$76.9B

P/E

10.4x

↓

EV/EBITDA

3.3x

↓

ROE

6.3%

↑

Gross Margin

35.6%

↑

Debt/Equity

0.09

↓
52-Week Range$1449
$1338$1818

TradingView lightweight chart

6349.T price, volumen y niveles de valoración

Último $1,449Periodo -23.7%
Fair value: $1,449

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

+8.2%

FCF CAGR

+26.1%

FCF margin

13.3%

FCF / Net income

2.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $111.05B · net income $7.25B · FCF $14.74B

2022-FY → 2025-FY

Gross margin

35.6%+3.6% pts

Operating margin

6.4%+3.8% pts

Net margin

6.5%-0.5% pts

FCF margin

13.3%+4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$111.05B$111.05B$104.28B$97.91B$87.62B
Net Income$7.25B$7.25B$4.64B$5.72B$6.16B
EBITDA$11.82B$11.82B$8.45B$9.11B$9.43B
EPS136.60136.6086.79104.85110.67
Gross Margin35.6%35.6%33.2%34.5%32.0%
Operating Margin6.4%6.4%4.7%5.8%2.6%
Net Margin6.5%6.5%4.5%5.8%7.0%
Balance Sheet
Debt/Equity0.090.090.090.100.11
Current Ratio2.992.99———
Cash Flow
Free Cash Flow$14.74B$14.74B$-9.60B$2.76B$7.36B
Returns
ROE6.3%6.3%4.1%5.3%6.0%
Valuation
P/E10.4310.4314.288.966.18
EV/EBITDA3.303.304.411.560.10
P/B0.670.670.580.480.37
Growth & Yield
Revenue Growth6.5%6.5%6.5%11.7%—
EPS Growth57.4%57.4%-17.2%-5.3%—
Dividend Yield5.5%5.5%———

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

-2.0%

fácil

EPS terminal req.

$128.57

Spread vs growth

59.4%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$155.58

Spread vs growth

54.8%

10Y implied EPS CAGR

6.3%

razonable

EPS terminal req.

$250.56

Spread vs growth

51.1%

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 +10.9%

Total return

+10.9%

Start / end P/E

15.8x → 10.6x

EPS bridge

86.79 → 136.60

Residual

-19.0%

EPS growth+57.4%
Multiple rerating-33.0%
Dividend+5.5%
Residual / FX / buybacks / cross-term-19.0%

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.