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6405.T$1001.00+0.40%
Fair $1001.00+0.0%

6405.T

Suzumo Machinery Company Limited

Industrials / Specialty Industrial MachineryTokyo

$1001.00

+4.00 (+0.40%)

Fairly Valued+0.0%Fair Value $1001.00Fund rank 28/100 · Data gapFallback financials|
SA 49/C
F-Score: 7/9

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 $-12.6M · quality 49.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

49/100

C

Piotroski

7/9

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 · 6405.TLocal privado en este navegador · Suzumo Machinery Company 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

$11.2B

P/E

19.6x

↑

EV/EBITDA

3.1x

↓

ROE

9.2%

↑

Gross Margin

50.5%

↑

Debt/Equity

0.01

↓
52-Week Range$1001
$986$2107

TradingView lightweight chart

6405.T price, volumen y niveles de valoración

Último $1,001Periodo +99.9%
Fair value: $1,001

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

+10.4%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

-0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.57B · net income $1.46B · FCF $-12.6M

2022-FY → 2025-FY

Gross margin

50.5%+1.4% pts

Operating margin

12.1%-1.0% pts

Net margin

9.4%+0.1% pts

FCF margin

-0.1%-10.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.57B$15.57B$14.51B$13.46B$11.57B
Net Income$1.46B$1.46B$1.14B$825.9M$1.07B
EBITDA$2.42B$2.42B$2.05B$1.59B$1.88B
EPS113.09113.0988.2363.9382.96
Gross Margin50.5%50.5%47.2%47.3%49.1%
Operating Margin12.1%12.1%10.2%8.9%13.1%
Net Margin9.4%9.4%7.9%6.1%9.3%
Balance Sheet
Debt/Equity0.010.010.010.020.02
Current Ratio2.882.88———
Cash Flow
Free Cash Flow$-12.6M$-12.6M$1.39B$-3.24B$1.15B
Returns
ROE9.2%9.2%7.8%6.0%8.1%
Valuation
P/E19.6519.6512.6516.5813.74
EV/EBITDA3.103.104.215.713.55
P/B0.810.810.991.001.11
Growth & Yield
Revenue Growth7.3%7.3%7.9%16.3%—
EPS Growth28.2%28.2%38.0%-22.9%—
Dividend Yield3.5%3.5%———

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

-7.7%

fácil

EPS terminal req.

$88.82

Spread vs growth

35.9%

5Y implied EPS CAGR

-1.0%

fácil

EPS terminal req.

$107.47

Spread vs growth

29.2%

10Y implied EPS CAGR

4.3%

fácil

EPS terminal req.

$173.09

Spread vs growth

23.8%

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 -43.6%

Total return

-43.6%

Start / end P/E

21.5x → 8.9x

EPS bridge

88.23 → 113.09

Residual

-16.6%

EPS growth+28.2%
Multiple rerating-58.8%
Dividend+3.5%
Residual / FX / buybacks / cross-term-16.6%

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.