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6412.T$1980.00+1.02%
Fair $1980.00+0.0%

6412.T

Heiwa Corporation

Consumer Cyclical / LeisureTokyo

$1980.00

+20.00 (+1.02%)

Fairly Valued+0.0%Fair Value $1980.00Fund rank 27/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
High Debt

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.0B · quality 41.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

37/100

D

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: 1unknown: 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. Debt-to-Equity ratio is 2.57, above the 2.0 threshold
Thesis & Journal · 6412.TLocal privado en este navegador · Heiwa 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

$195.3B

P/E

16.7x

↓

EV/EBITDA

23.1x

↑

ROE

5.4%

↑

Gross Margin

36.0%

↑

Debt/Equity

2.57

↑
52-Week Range$1980
$1750$2275

TradingView lightweight chart

6412.T price, volumen y niveles de valoración

Último $1,980Periodo +47.8%
Fair value: $1,980

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

+6.3%

FCF CAGR

-22.6%

FCF margin

4.1%

FCF / Net income

0.46x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $145.87B · net income $13.06B · FCF $6.03B

2022-FY → 2025-FY

Gross margin

36.0%+8.5% pts

Operating margin

19.0%+10.6% pts

Net margin

9.0%+7.2% pts

FCF margin

4.1%-6.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$145.87B$145.87B$136.38B$142.29B$121.56B
Net Income$13.06B$13.06B$16.61B$20.68B$2.19B
EBITDA$32.33B$32.33B$32.14B$35.82B$18.68B
EPS132.46132.46168.43209.72—
Gross Margin36.0%36.0%34.3%34.7%27.5%
Operating Margin19.0%19.0%17.2%18.9%8.4%
Net Margin9.0%9.0%12.2%14.5%1.8%
Balance Sheet
Debt/Equity2.572.570.440.460.52
Current Ratio0.990.99———
Cash Flow
Free Cash Flow$6.03B$6.03B$2.53B$17.83B$13.02B
Returns
ROE5.4%5.4%6.9%9.0%1.0%
Valuation
P/E16.7316.7311.6112.16—
EV/EBITDA23.0723.078.208.9813.46
P/B0.800.800.811.090.83
Growth & Yield
Revenue Growth7.0%7.0%-4.2%17.1%—
EPS Growth-21.4%-21.4%-19.7%——
Dividend Yield4.1%4.1%———

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

9.9%

razonable

EPS terminal req.

$175.69

Spread vs growth

-31.2%

5Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$212.59

Spread vs growth

-31.3%

10Y implied EPS CAGR

10.0%

razonable

EPS terminal req.

$342.37

Spread vs growth

-31.3%

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 -1.8%

Total return

-1.8%

Start / end P/E

12.5x → 14.9x

EPS bridge

168.43 → 132.46

Residual

-4.2%

EPS growth-21.4%
Multiple rerating+19.7%
Dividend+4.1%
Residual / FX / buybacks / cross-term-4.2%

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.