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6459.T$1664.00-3.37%
Fair $1664.00+0.0%

6459.T

Daiwa Industries Ltd.

Industrials / Specialty Industrial MachineryTokyo

$1664.00

-58.00 (-3.37%)

Fairly Valued+0.0%Fair Value $1664.00Fund rank 29/100 · Data gapFallback financials|
SA 39/D
F-Score: 2/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.9B · quality 48.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

39/100

D

Piotroski

2/9

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 · 6459.TLocal privado en este navegador · Daiwa 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

$81.7B

P/E

16.2x

↓

EV/EBITDA

5.1x

↓

ROE

7.2%

↑

Gross Margin

56.1%

↑

Debt/Equity

N/A

•
52-Week Range$1664
$1481$2086

TradingView lightweight chart

6459.T price, volumen y niveles de valoración

Último $1,664Periodo +498.6%
Fair value: $1,664

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

+2.2%

FCF CAGR

-7.6%

FCF margin

6.2%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $46.92B · net income $5.08B · FCF $2.91B

2022-FY → 2025-FY

Gross margin

56.1%+0.5% pts

Operating margin

15.9%+0.0% pts

Net margin

10.8%+0.7% pts

FCF margin

6.2%-2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$46.92B$46.92B$47.94B$45.97B$43.94B
Net Income$5.08B$5.08B$5.44B$5.54B$4.45B
EBITDA$8.43B$8.43B$8.98B$8.83B$7.68B
EPS102.83102.83110.24112.1787.90
Gross Margin56.1%56.1%56.4%56.9%55.6%
Operating Margin15.9%15.9%16.8%17.7%15.9%
Net Margin10.8%10.8%11.4%12.0%10.1%
Balance Sheet
Current Ratio6.496.49———
Cash Flow
Free Cash Flow$2.91B$2.91B$898.1M$7.71B$3.69B
Returns
ROE7.2%7.2%8.0%8.6%7.4%
Valuation
P/E16.1916.1913.9213.5812.56
EV/EBITDA5.075.072.911.710.26
P/B1.161.161.111.170.93
Growth & Yield
Revenue Growth-2.1%-2.1%4.3%4.6%—
EPS Growth-6.7%-6.7%-1.7%27.6%—
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

12.8%

razonable

EPS terminal req.

$147.65

Spread vs growth

-19.5%

5Y implied EPS CAGR

11.7%

razonable

EPS terminal req.

$178.66

Spread vs growth

-18.4%

10Y implied EPS CAGR

10.8%

razonable

EPS terminal req.

$287.73

Spread vs growth

-17.6%

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 +6.3%

Total return

+6.3%

Start / end P/E

14.7x → 16.2x

EPS bridge

110.24 → 102.83

Residual

-0.7%

EPS growth-6.7%
Multiple rerating+10.3%
Dividend+3.5%
Residual / FX / buybacks / cross-term-0.7%

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.