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6396.T$3910.00+0.00%
Fair $3910.00+0.0%

6396.T

Unozawa-gumi Iron Works, Limited

Industrials / Specialty Industrial MachineryTokyo

$3910.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3910.00Fund rank 32/100 · Data gapFallback financials|
SA 60/B
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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $327.1M · quality 62.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 50/100Data 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

60/100

B

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 · 6396.TLocal privado en este navegador · Unozawa-gumi Iron Works, Limited
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

$4.3B

P/E

10.0x

↓

EV/EBITDA

4.5x

↓

ROE

11.8%

↑

Gross Margin

24.0%

↓

Debt/Equity

0.68

↑
52-Week Range$3910
$2840$4700

TradingView lightweight chart

6396.T price, volumen y niveles de valoración

Último $3,985Periodo +246.5%
Fair value: $3,910

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

+4.2%

FCF CAGR

+7.7%

FCF margin

9.7%

FCF / Net income

1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.95B · net income $396.9M · FCF $479.6M

2022-FY → 2025-FY

Gross margin

24.0%+4.1% pts

Operating margin

12.0%+6.1% pts

Net margin

8.0%+4.3% pts

FCF margin

9.7%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.95B$4.95B$5.52B$5.11B$4.38B
Net Income$396.9M$396.9M$424.2M$352.5M$162.8M
EBITDA$831.4M$831.4M$871.3M$678.7M$484.9M
EPS359.35359.35384.06319.18—
Gross Margin24.0%24.0%22.4%20.9%19.9%
Operating Margin12.0%12.0%11.5%8.7%5.9%
Net Margin8.0%8.0%7.7%6.9%3.7%
Balance Sheet
Debt/Equity0.680.680.781.001.17
Current Ratio3.023.02———
Cash Flow
Free Cash Flow$479.6M$479.6M$327.1M$-26.9M$384.4M
Returns
ROE11.8%11.8%13.8%13.9%7.4%
Valuation
P/E9.969.968.108.13—
EV/EBITDA4.484.483.784.405.59
P/B1.291.291.121.131.22
Growth & Yield
Revenue Growth-10.2%-10.2%8.1%16.5%—
EPS Growth-6.4%-6.4%20.3%——
Dividend Yield1.3%1.3%———

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

-1.2%

fácil

EPS terminal req.

$346.95

Spread vs growth

-5.3%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$419.81

Spread vs growth

-9.6%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$676.10

Spread vs growth

-13.0%

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 +39.2%

Total return

+39.2%

Start / end P/E

7.5x → 11.1x

EPS bridge

384.06 → 359.35

Residual

-3.1%

EPS growth-6.4%
Multiple rerating+47.5%
Dividend+1.3%
Residual / FX / buybacks / cross-term-3.1%

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.