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6458.T$1213.00+0.66%
Fair $1213.00+0.0%

6458.T

Sinko Industries Ltd.

Industrials / Building Products & EquipmentTokyo

$1213.00

+8.00 (+0.66%)

Fairly Valued+0.0%Fair Value $1213.00Fund rank 34/100 · Data gapFallback financials|
SA 53/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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 69.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 64/100Data 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

53/100

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 · 6458.TLocal privado en este navegador · Sinko Industries 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

$81.4B

P/E

12.2x

↓

EV/EBITDA

5.7x

↓

ROE

12.8%

↑

Gross Margin

38.2%

↑

Debt/Equity

0.04

↓
52-Week Range$1213
$1166$1621

TradingView lightweight chart

6458.T price, volumen y niveles de valoración

Último $1,213Periodo +2518.0%
Fair value: $1,213

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

+0.7%

FCF margin

4.2%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.01B · net income $7.83B · FCF $2.42B

2022-FY → 2025-FY

Gross margin

38.2%+2.8% pts

Operating margin

17.5%+3.9% pts

Net margin

13.7%+4.0% pts

FCF margin

4.2%-1.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$57.01B$57.01B$51.94B$44.80B$41.96B
Net Income$7.83B$7.83B$6.58B$4.51B$4.10B
EBITDA$13.23B$13.23B$10.90B$7.84B$7.19B
EPS107.68107.6888.3759.5453.04
Gross Margin38.2%38.2%36.8%34.1%35.4%
Operating Margin17.5%17.5%16.6%13.4%13.6%
Net Margin13.7%13.7%12.7%10.1%9.8%
Balance Sheet
Debt/Equity0.040.040.040.060.07
Current Ratio3.493.49———
Cash Flow
Free Cash Flow$2.42B$2.42B$6.03B$2.23B$2.37B
Returns
ROE12.8%12.8%10.8%8.2%7.9%
Valuation
P/E12.1912.1913.869.0810.10
EV/EBITDA5.665.666.983.804.29
P/B1.451.451.490.740.80
Growth & Yield
Revenue Growth9.7%9.7%15.9%6.8%—
EPS Growth21.9%21.9%48.4%12.3%—
Dividend Yield4.2%4.2%———

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

-0.0%

fácil

EPS terminal req.

$107.63

Spread vs growth

21.9%

5Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$130.24

Spread vs growth

18.0%

10Y implied EPS CAGR

6.9%

razonable

EPS terminal req.

$209.75

Spread vs growth

15.0%

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 +4.3%

Total return

+4.3%

Start / end P/E

13.7x → 11.3x

EPS bridge

88.37 → 107.68

Residual

-3.9%

EPS growth+21.9%
Multiple rerating-17.8%
Dividend+4.2%
Residual / FX / buybacks / cross-term-3.9%

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.