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6351.T$2052.00-2.56%
Fair $2052.00+0.0%

6351.T

Tsurumi Manufacturing Co.,Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2052.00

-54.00 (-2.56%)

Fairly Valued+0.0%Fair Value $2052.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 4/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

51/100

C

Piotroski

4/9

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 · 6351.TLocal privado en este navegador · Tsurumi Manufacturing 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

$98.4B

P/E

19.1x

↑

EV/EBITDA

6.0x

↓

ROE

9.3%

↑

Gross Margin

38.4%

↑

Debt/Equity

0.17

↓
52-Week Range$2052
$1703$2514

TradingView lightweight chart

6351.T price, volumen y niveles de valoración

Último $2,052Periodo +700.0%
Fair value: $2,052

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

+9.9%

FCF CAGR

—

FCF margin

1.4%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $68.06B · net income $8.78B · FCF $947.0M

2022-FY → 2025-FY

Gross margin

38.4%+5.9% pts

Operating margin

15.1%+4.3% pts

Net margin

12.9%+3.5% pts

FCF margin

1.4%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$68.06B$68.06B$62.63B$56.22B$51.21B
Net Income$8.78B$8.78B$8.29B$6.26B$4.82B
EBITDA$14.18B$14.18B$13.63B$10.19B$8.39B
EPS179.36179.36168.81126.9896.25
Gross Margin38.4%38.4%35.9%35.7%32.6%
Operating Margin15.1%15.1%14.3%12.9%10.8%
Net Margin12.9%12.9%13.2%11.1%9.4%
Balance Sheet
Debt/Equity0.170.170.110.090.03
Current Ratio3.743.74———
Cash Flow
Free Cash Flow$947.0M$947.0M$4.65B$1.18B$-45.0M
Returns
ROE9.3%9.3%9.3%8.1%6.8%
Valuation
P/E19.0719.0711.068.049.53
EV/EBITDA6.006.005.313.664.00
P/B1.061.061.030.650.65
Growth & Yield
Revenue Growth8.7%8.7%11.4%9.8%—
EPS Growth6.2%6.2%32.9%31.9%—
Dividend Yield1.4%1.4%———

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

0.5%

fácil

EPS terminal req.

$182.08

Spread vs growth

5.7%

5Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$220.32

Spread vs growth

2.1%

10Y implied EPS CAGR

7.1%

razonable

EPS terminal req.

$354.82

Spread vs growth

-0.8%

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 +16.5%

Total return

+16.5%

Start / end P/E

10.6x → 11.4x

EPS bridge

168.81 → 179.36

Residual

+0.5%

EPS growth+6.2%
Multiple rerating+8.3%
Dividend+1.4%
Residual / FX / buybacks / cross-term+0.5%

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.