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6464.T$433.00+0.93%
Fair $433.00+0.0%

6464.T

Tsubaki Nakashima Co., Ltd.

Industrials / Tools & AccessoriesTokyo

$433.00

+4.00 (+0.93%)

Fairly Valued+0.0%Fair Value $433.00Fund rank 23/100 · Data gapFallback financials|
SA 28/D
F-Score: 3/9
High DebtDeclining RevenueLow Profitability

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 30.3/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

28/100

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: 3unknown: 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 2.51, above the 2.0 threshold Revenue has declined for 3 consecutive years ROE is -72.9%, below the 5% threshold
Thesis & Journal · 6464.TLocal privado en este navegador · Tsubaki Nakashima 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

$16.6B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-72.9%

↓

Gross Margin

4.6%

↓

Debt/Equity

2.51

↑
52-Week Range$433
$281$499

TradingView lightweight chart

6464.T price, volumen y niveles de valoración

Último $433.00Periodo -72.9%
Fair value: $433.00

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

-4.0%

FCF CAGR

—

FCF margin

12.3%

FCF / Net income

-0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.84B · net income $-26.99B · FCF $8.58B

2022-FY → 2025-FY

Gross margin

4.6%-5.2% pts

Operating margin

-31.9%-20.4% pts

Net margin

-38.6%-27.1% pts

FCF margin

12.3%+24.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.84B$69.84B$75.92B$77.08B$79.04B
Net Income$-26.99B$-26.99B$912.0M$-1.29B$-9.09B
EBITDA$-18.12B$-18.12B$6.56B$8.72B$-4.79B
EPS-697.02-697.02-2.12-32.38-225.35
Gross Margin4.6%4.6%13.9%18.5%9.8%
Operating Margin-31.9%-31.9%1.1%6.5%-11.5%
Net Margin-38.6%-38.6%1.2%-1.7%-11.5%
Balance Sheet
Debt/Equity2.512.511.511.671.76
Current Ratio1.321.32———
Cash Flow
Free Cash Flow$8.58B$8.58B$1.04B$-3.37B$-9.79B
Returns
ROE-72.9%-72.9%1.5%-2.4%-18.1%
Valuation
EV/EBITDA——14.5712.22—
P/B0.450.450.420.730.82
Growth & Yield
Revenue Growth-8.0%-8.0%-1.5%-2.5%—
EPS Growth-32778.3%-32778.3%93.5%85.6%—
Dividend Yield7.0%7.0%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +22.2%

Total return

+22.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-2.12 → -697.02

Residual

+15.2%

EPS growthn/d
Multiple reratingn/d
Dividend+7.0%
Residual / FX / buybacks / cross-term+15.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.