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6474.T$5620.00-2.43%
Fair $5620.00+0.0%

6474.T

Nachi-Fujikoshi Corp.

Industrials / Tools & AccessoriesTokyo

$5620.00

-140.00 (-2.43%)

Fairly Valued+0.0%Fair Value $5620.00Fund rank 27/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9
Declining 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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $8.9B · quality 45.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

57/100

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 3.1%, below the 5% threshold
Thesis & Journal · 6474.TLocal privado en este navegador · Nachi-Fujikoshi Corp.
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

$122.4B

P/E

24.1x

↑

EV/EBITDA

6.5x

↓

ROE

3.1%

↓

Gross Margin

22.4%

↓

Debt/Equity

0.51

↑
52-Week Range$5620
$2972$6100

TradingView lightweight chart

6474.T price, volumen y niveles de valoración

Último $5,620Periodo +246.9%
Fair value: $5,620

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

-3.0%

FCF CAGR

—

FCF margin

3.8%

FCF / Net income

1.69x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $235.90B · net income $5.25B · FCF $8.87B

2022-FY → 2025-FY

Gross margin

22.4%-1.0% pts

Operating margin

4.1%-2.5% pts

Net margin

2.2%-2.5% pts

FCF margin

3.8%+7.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$235.90B$235.90B$239.89B$265.46B$258.10B
Net Income$5.25B$5.25B$3.35B$6.47B$12.24B
EBITDA$27.89B$27.89B$26.16B$31.90B$36.66B
EPS233.48233.48144.10276.92513.17
Gross Margin22.4%22.4%21.0%21.0%23.4%
Operating Margin4.1%4.1%2.8%4.5%6.6%
Net Margin2.2%2.2%1.4%2.4%4.7%
Balance Sheet
Debt/Equity0.510.510.590.700.69
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$8.87B$8.87B$18.64B$-5.65B$-9.80B
Returns
ROE3.1%3.1%2.1%4.0%8.2%
Valuation
P/E24.0924.0920.9212.987.34
EV/EBITDA6.476.474.985.134.26
P/B0.740.740.440.520.60
Growth & Yield
Revenue Growth-1.7%-1.7%-9.6%2.9%—
EPS Growth62.0%62.0%-48.0%-46.0%—
Dividend Yield1.7%1.7%———

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

28.8%

muy exigente

EPS terminal req.

$498.68

Spread vs growth

33.2%

5Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$603.40

Spread vs growth

41.1%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$971.79

Spread vs growth

46.7%

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 +83.9%

Total return

+83.9%

Start / end P/E

21.4x → 24.1x

EPS bridge

144.10 → 233.48

Residual

+7.7%

EPS growth+62.0%
Multiple rerating+12.4%
Dividend+1.7%
Residual / FX / buybacks / cross-term+7.7%

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.