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6420.T$3315.00-0.75%
Fair $3315.00+0.0%

6420.T

Galilei Co. Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3315.00

-25.00 (-0.75%)

Fairly Valued+0.0%Fair Value $3315.00Fund rank 29/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.5B · quality 51.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 61/100Data 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

36/100

D

Piotroski

3/9

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 · 6420.TLocal privado en este navegador · Galilei 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

$132.9B

P/E

10.8x

↓

EV/EBITDA

4.4x

↓

ROE

11.7%

↑

Gross Margin

27.6%

↑

Debt/Equity

N/A

•
52-Week Range$3315
$2921$4015

TradingView lightweight chart

6420.T price, volumen y niveles de valoración

Último $3,315Periodo +2038.7%
Fair value: $3,315

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

+10.8%

FCF CAGR

-18.0%

FCF margin

2.2%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $130.64B · net income $12.01B · FCF $2.87B

2022-FY → 2025-FY

Gross margin

27.6%+2.7% pts

Operating margin

12.7%+2.5% pts

Net margin

9.2%+0.7% pts

FCF margin

2.2%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$130.64B$130.64B$115.81B$105.00B$96.07B
Net Income$12.01B$12.01B$12.31B$8.65B$8.17B
EBITDA$18.14B$18.14B$16.65B$12.78B$11.17B
EPS304.19304.19307.88215.80203.94
Gross Margin27.6%27.6%28.0%25.8%24.9%
Operating Margin12.7%12.7%13.2%10.9%10.2%
Net Margin9.2%9.2%10.6%8.2%8.5%
Balance Sheet
Current Ratio2.552.55———
Cash Flow
Free Cash Flow$2.87B$2.87B$10.20B$3.50B$5.21B
Returns
ROE11.7%11.7%13.3%10.8%11.4%
Valuation
P/E10.8110.8110.1810.838.96
EV/EBITDA4.384.384.273.712.60
P/B1.301.301.351.171.02
Growth & Yield
Revenue Growth12.8%12.8%10.3%9.3%—
EPS Growth-1.2%-1.2%42.7%5.8%—
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

-1.1%

fácil

EPS terminal req.

$294.15

Spread vs growth

-0.1%

5Y implied EPS CAGR

3.2%

fácil

EPS terminal req.

$355.92

Spread vs growth

-4.4%

10Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$573.22

Spread vs growth

-7.7%

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 +13.6%

Total return

+13.6%

Start / end P/E

9.7x → 10.9x

EPS bridge

307.88 → 304.19

Residual

-0.1%

EPS growth-1.2%
Multiple rerating+12.3%
Dividend+2.7%
Residual / FX / buybacks / cross-term-0.1%

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.