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6395.T$1238.00-0.24%
Fair $1238.00+0.0%

6395.T

Tadano Ltd.

Industrials / Farm & Heavy Construction MachineryTokyo

$1238.00

-3.00 (-0.24%)

Fairly Valued+0.0%Fair Value $1238.00Fund rank 24/100 · Data gapFallback financials|
SA 56/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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-7.7B · quality 36.0/100

Data gap 24/100
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

56/100

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 · 6395.TLocal privado en este navegador · Tadano 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

$156.5B

P/E

8.5x

↓

EV/EBITDA

6.2x

↓

ROE

8.9%

↑

Gross Margin

26.7%

↑

Debt/Equity

0.71

↑
52-Week Range$1238
$930$1551

TradingView lightweight chart

6395.T price, volumen y niveles de valoración

Último $1,238Periodo +641.3%
Fair value: $1,238

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

+19.3%

FCF CAGR

—

FCF margin

-3.6%

FCF / Net income

-0.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $349.48B · net income $18.30B · FCF $-12.72B

2022-FY → 2025-FY

Gross margin

26.7%+4.1% pts

Operating margin

5.3%+2.8% pts

Net margin

5.2%-1.1% pts

FCF margin

-3.6%-10.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$349.48B$349.48B$291.50B$280.27B$205.66B
Net Income$18.30B$18.30B$6.64B$7.77B$13.10B
EBITDA$35.77B$35.77B$24.79B$26.15B$22.44B
EPS144.78144.7852.2961.26103.33
Gross Margin26.7%26.7%29.0%26.9%22.5%
Operating Margin5.3%5.3%8.2%6.5%2.6%
Net Margin5.2%5.2%2.3%2.8%6.4%
Balance Sheet
Debt/Equity0.710.710.650.500.62
Current Ratio2.012.01———
Cash Flow
Free Cash Flow$-12.72B$-12.72B$-7.69B$7.01B$14.74B
Returns
ROE8.9%8.9%3.5%4.3%8.2%
Valuation
P/E8.558.5521.9619.349.29
EV/EBITDA6.176.177.075.634.52
P/B0.760.760.770.830.76
Growth & Yield
Revenue Growth19.9%19.9%4.0%36.3%—
EPS Growth176.9%176.9%-14.6%-40.7%—
Dividend Yield2.7%2.7%———

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

-8.8%

fácil

EPS terminal req.

$109.85

Spread vs growth

185.7%

5Y implied EPS CAGR

-1.7%

fácil

EPS terminal req.

$132.92

Spread vs growth

178.6%

10Y implied EPS CAGR

4.0%

fácil

EPS terminal req.

$214.07

Spread vs growth

172.9%

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 +30.4%

Total return

+30.4%

Start / end P/E

18.6x → 8.6x

EPS bridge

52.29 → 144.78

Residual

-95.4%

EPS growth+176.9%
Multiple rerating-53.9%
Dividend+2.7%
Residual / FX / buybacks / cross-term-95.4%

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.