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6467.T$335.00-0.89%
Fair $335.00+0.0%

6467.T

Nichidai Corporation

Industrials / Specialty Industrial MachineryTokyo

$335.00

-3.00 (-0.89%)

Fairly Valued+0.0%Fair Value $335.00Fund rank 27/100 · Data gapFallback financials|
SA 39/D
F-Score: 8/9
Low 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-159.5M · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

8/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 0.5%, below the 5% threshold
Thesis & Journal · 6467.TLocal privado en este navegador · Nichidai Corporation
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

$3.0B

P/E

53.7x

↑

EV/EBITDA

2.6x

↓

ROE

0.5%

↓

Gross Margin

20.0%

↓

Debt/Equity

0.18

↓
52-Week Range$335
$329$386

TradingView lightweight chart

6467.T price, volumen y niveles de valoración

Último $335.00Periodo -39.6%
Fair value: $335.00

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

-1.9%

FCF CAGR

—

FCF margin

-1.4%

FCF / Net income

-2.82x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.60B · net income $56.5M · FCF $-159.5M

2022-FY → 2025-FY

Gross margin

20.0%+1.0% pts

Operating margin

1.3%-0.4% pts

Net margin

0.5%+5.5% pts

FCF margin

-1.4%-2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.60B$11.60B$11.32B$10.85B$12.30B
Net Income$56.5M$56.5M$45.0M$-484.7M$-619.4M
EBITDA$779.6M$779.6M$634.7M$308.7M$314.6M
EPS6.246.244.97-53.55-68.43
Gross Margin20.0%20.0%19.3%18.3%19.0%
Operating Margin1.3%1.3%-0.4%-1.9%1.8%
Net Margin0.5%0.5%0.4%-4.5%-5.0%
Balance Sheet
Debt/Equity0.180.180.190.220.20
Current Ratio2.382.38———
Cash Flow
Free Cash Flow$-159.5M$-159.5M$58.6M$-256.3M$124.3M
Returns
ROE0.5%0.5%0.4%-4.8%-6.0%
Valuation
P/E53.6953.6975.05——
EV/EBITDA2.592.593.314.895.33
P/B0.280.280.320.340.35
Growth & Yield
Revenue Growth2.5%2.5%4.4%-11.8%—
EPS Growth25.6%25.6%109.3%21.7%—
Dividend Yield1.8%1.8%———

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

68.3%

muy exigente

EPS terminal req.

$29.73

Spread vs growth

-42.7%

5Y implied EPS CAGR

42.0%

muy exigente

EPS terminal req.

$35.97

Spread vs growth

-16.4%

10Y implied EPS CAGR

25.0%

exigente

EPS terminal req.

$57.93

Spread vs growth

0.6%

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 -4.4%

Total return

-4.4%

Start / end P/E

71.8x → 53.7x

EPS bridge

4.97 → 6.24

Residual

-6.5%

EPS growth+25.6%
Multiple rerating-25.3%
Dividend+1.8%
Residual / FX / buybacks / cross-term-6.5%

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.