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6369.T$2216.00-1.42%
Fair $2216.00+0.0%

6369.T

Toyo Kanetsu K.K.

Industrials / Specialty Industrial MachineryTokyo

$2216.00

-32.00 (-1.42%)

Fairly Valued+0.0%Fair Value $2216.00Fund rank 26/100 · Data gapFallback financials|
SA 46/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 42.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

46/100

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 · 6369.TLocal privado en este navegador · Toyo Kanetsu K.K.
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

$34.5B

P/E

13.5x

↓

EV/EBITDA

6.9x

↓

ROE

9.4%

↑

Gross Margin

21.9%

↓

Debt/Equity

0.36

↑
52-Week Range$2216
$1845$3165

TradingView lightweight chart

6369.T price, volumen y niveles de valoración

Último $2,217Periodo +357.1%
Fair value: $2,216

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

+0.7%

FCF CAGR

—

FCF margin

8.8%

FCF / Net income

1.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $60.47B · net income $3.64B · FCF $5.30B

2022-FY → 2025-FY

Gross margin

21.9%+4.7% pts

Operating margin

6.8%+2.1% pts

Net margin

6.0%+2.1% pts

FCF margin

8.8%+10.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$60.47B$60.47B$53.79B$47.35B$59.18B
Net Income$3.64B$3.64B$3.55B$2.38B$2.33B
EBITDA$6.05B$6.05B$5.67B$4.27B$4.52B
EPS235.81235.81228.06146.81142.72
Gross Margin21.9%21.9%21.9%22.8%17.2%
Operating Margin6.8%6.8%5.7%5.3%4.7%
Net Margin6.0%6.0%6.6%5.0%3.9%
Balance Sheet
Debt/Equity0.360.360.450.300.38
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$5.30B$5.30B$-739.0M$1.10B$-1.10B
Returns
ROE9.4%9.4%9.4%6.2%6.4%
Valuation
P/E13.4613.468.978.798.49
EV/EBITDA6.886.887.165.935.47
P/B0.880.880.840.550.54
Growth & Yield
Revenue Growth12.4%12.4%13.6%-20.0%—
EPS Growth3.4%3.4%55.3%2.9%—
Dividend Yield4.9%4.9%———

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.

$196.63

Spread vs growth

9.3%

5Y implied EPS CAGR

0.2%

fácil

EPS terminal req.

$237.93

Spread vs growth

3.2%

10Y implied EPS CAGR

5.0%

fácil

EPS terminal req.

$383.18

Spread vs growth

-1.6%

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 +23.3%

Total return

+23.3%

Start / end P/E

8.2x → 9.4x

EPS bridge

228.06 → 235.81

Residual

+0.5%

EPS growth+3.4%
Multiple rerating+14.5%
Dividend+4.9%
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.