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6424.T$870.00-0.34%
Fair $870.00+0.0%

6424.T

Takamisawa Cybernetics Company, Ltd.

Technology / Scientific & Technical InstrumentsTokyo

$870.00

-3.00 (-0.34%)

Fairly Valued+0.0%Fair Value $870.00Fund rank 30/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9

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 $232.5M · quality 54.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

54/100

C

Piotroski

6/9

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 · 6424.TLocal privado en este navegador · Takamisawa Cybernetics Company, 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

$3.8B

P/E

7.7x

↓

EV/EBITDA

3.4x

↓

ROE

16.6%

↑

Gross Margin

28.2%

↓

Debt/Equity

0.78

↑
52-Week Range$870
$882$1027

TradingView lightweight chart

6424.T price, volumen y niveles de valoración

Último $882.00Periodo -32.7%
Fair value: $870.00

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

+15.8%

FCF CAGR

-7.5%

FCF margin

3.4%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.39B · net income $1.00B · FCF $523.1M

2022-FY → 2025-FY

Gross margin

28.2%+0.8% pts

Operating margin

8.9%+6.4% pts

Net margin

6.5%+5.4% pts

FCF margin

3.4%-3.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.39B$15.39B$13.05B$10.71B$9.91B
Net Income$1.00B$1.00B$655.2M$451.2M$110.0M
EBITDA$1.69B$1.69B$1.33B$1.09B$781.6M
EPS227.60227.60148.97102.5725.00
Gross Margin28.2%28.2%28.2%29.3%27.5%
Operating Margin8.9%8.9%7.5%6.1%2.5%
Net Margin6.5%6.5%5.0%4.2%1.1%
Balance Sheet
Debt/Equity0.780.780.991.111.39
Current Ratio1.931.93———
Cash Flow
Free Cash Flow$523.1M$523.1M$154.0M$232.5M$660.1M
Returns
ROE16.6%16.6%12.9%10.5%2.9%
Valuation
P/E7.717.719.1313.4329.48
EV/EBITDA3.393.396.047.526.93
P/B0.630.631.181.420.85
Growth & Yield
Revenue Growth17.9%17.9%21.8%8.1%—
EPS Growth52.8%52.8%45.2%310.3%—
Dividend Yield2.6%2.6%———

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

-30.3%

fácil

EPS terminal req.

$77.20

Spread vs growth

83.0%

5Y implied EPS CAGR

-16.3%

fácil

EPS terminal req.

$93.41

Spread vs growth

69.1%

10Y implied EPS CAGR

-4.1%

fácil

EPS terminal req.

$150.44

Spread vs growth

56.8%

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 -7.9%

Total return

-7.9%

Start / end P/E

6.6x → 3.9x

EPS bridge

148.97 → 227.60

Residual

-21.9%

EPS growth+52.8%
Multiple rerating-41.5%
Dividend+2.6%
Residual / FX / buybacks / cross-term-21.9%

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.