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6381.T$1586.00-0.19%
Fair $1586.00+0.0%

6381.T

ANEST IWATA Corporation

Industrials / Specialty Industrial MachineryTokyo

$1586.00

-3.00 (-0.19%)

Fairly Valued+0.0%Fair Value $1586.00Fund rank 36/100 · Data gapFallback financials|
SA 57/C
F-Score: 5/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.6B · quality 73.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

5/9

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 · 6381.TLocal privado en este navegador · ANEST IWATA 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

$62.5B

P/E

11.7x

↓

EV/EBITDA

4.5x

↓

ROE

9.1%

↑

Gross Margin

46.5%

↑

Debt/Equity

0.06

↓
52-Week Range$1586
$1349$1809

TradingView lightweight chart

6381.T price, volumen y niveles de valoración

Último $1,586Periodo +903.8%
Fair value: $1,586

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

+8.7%

FCF CAGR

+40.2%

FCF margin

12.4%

FCF / Net income

1.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.41B · net income $4.28B · FCF $6.76B

2022-FY → 2025-FY

Gross margin

46.5%+3.5% pts

Operating margin

10.9%-0.4% pts

Net margin

7.9%-0.5% pts

FCF margin

12.4%+6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.41B$54.41B$53.42B$48.52B$42.34B
Net Income$4.28B$4.28B$4.93B$4.38B$3.54B
EBITDA$9.86B$9.86B$10.31B$9.22B$7.36B
EPS108.21108.21122.13108.2586.32
Gross Margin46.5%46.5%45.8%44.0%43.1%
Operating Margin10.9%10.9%11.6%12.0%11.3%
Net Margin7.9%7.9%9.2%9.0%8.4%
Balance Sheet
Debt/Equity0.060.060.070.070.07
Current Ratio3.473.47———
Cash Flow
Free Cash Flow$6.76B$6.76B$4.60B$2.16B$2.45B
Returns
ROE9.1%9.1%11.2%10.9%9.9%
Valuation
P/E11.6611.6610.929.039.50
EV/EBITDA4.484.483.883.012.95
P/B1.341.341.220.990.94
Growth & Yield
Revenue Growth1.8%1.8%10.1%14.6%—
EPS Growth-11.4%-11.4%12.8%25.4%—
Dividend Yield5.9%5.9%———

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

9.2%

razonable

EPS terminal req.

$140.73

Spread vs growth

-20.6%

5Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$170.28

Spread vs growth

-20.9%

10Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$274.25

Spread vs growth

-21.1%

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 +16.6%

Total return

+16.6%

Start / end P/E

11.7x → 14.7x

EPS bridge

122.13 → 108.21

Residual

-2.8%

EPS growth-11.4%
Multiple rerating+24.9%
Dividend+5.9%
Residual / FX / buybacks / cross-term-2.8%

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.