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6402.T$1339.00-1.54%
Fair $1339.00+0.0%

6402.T

Kanematsu Engineering Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1339.00

-21.00 (-1.54%)

Fairly Valued+0.0%Fair Value $1339.00Fund rank 27/100 · Data gapFallback financials|
SA 50/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 19%

FCF escenarios

weak_data · normalized FCF $648.1M · quality 47.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

50/100

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 · 6402.TLocal privado en este navegador · Kanematsu Engineering 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

$6.6B

P/E

6.3x

↓

EV/EBITDA

4.6x

↓

ROE

9.8%

↑

Gross Margin

24.1%

↓

Debt/Equity

0.21

↓
52-Week Range$1339
$1126$2140

TradingView lightweight chart

6402.T price, volumen y niveles de valoración

Último $1,339Periodo +334.1%
Fair value: $1,339

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

+3.9%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

0.92x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $13.30B · net income $700.7M · FCF $648.1M

2022-FY → 2025-FY

Gross margin

24.1%+0.5% pts

Operating margin

7.2%-1.5% pts

Net margin

5.3%-1.1% pts

FCF margin

4.9%+24.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$13.30B$13.30B$12.40B$11.34B$11.87B
Net Income$700.7M$700.7M$618.9M$754.4M$750.3M
EBITDA$1.41B$1.41B$1.27B$1.48B$1.33B
EPS143.38143.38126.79156.21141.30
Gross Margin24.1%24.1%22.8%23.7%23.6%
Operating Margin7.2%7.2%6.5%6.3%8.6%
Net Margin5.3%5.3%5.0%6.7%6.3%
Balance Sheet
Debt/Equity0.210.210.280.350.43
Current Ratio1.531.53———
Cash Flow
Free Cash Flow$648.1M$648.1M$-262.3M$1.95B$-2.33B
Returns
ROE9.8%9.8%9.3%12.0%13.1%
Valuation
P/E6.306.309.547.669.06
EV/EBITDA4.574.574.913.786.25
P/B0.920.920.890.921.19
Growth & Yield
Revenue Growth7.2%7.2%9.4%-4.5%—
EPS Growth13.1%13.1%-18.8%10.6%—
Dividend Yield1.8%1.8%———

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

-6.1%

fácil

EPS terminal req.

$118.81

Spread vs growth

19.2%

5Y implied EPS CAGR

0.1%

fácil

EPS terminal req.

$143.76

Spread vs growth

13.0%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$231.53

Spread vs growth

8.2%

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 +19.2%

Total return

+19.2%

Start / end P/E

9.0x → 9.3x

EPS bridge

126.79 → 143.38

Residual

+0.5%

EPS growth+13.1%
Multiple rerating+3.9%
Dividend+1.8%
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.