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6480.T$2062.00-7.58%
Fair $2062.00+0.0%

6480.T

Nippon Thompson Co., Ltd.

Industrials / Tools & AccessoriesTokyo

$2062.00

-169.00 (-7.58%)

Fairly Valued+0.0%Fair Value $2062.00Fund rank 30/100 · Data gapFallback financials|
SA 48/C
F-Score: 3/9
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 20%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 51.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

48/100

C

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: 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 1.3%, below the 5% threshold
Thesis & Journal · 6480.TLocal privado en este navegador · Nippon Thompson 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

$143.9B

P/E

35.3x

↑

EV/EBITDA

26.1x

↑

ROE

1.3%

↓

Gross Margin

31.5%

↑

Debt/Equity

0.46

↑
52-Week Range$2062
$502$2329

TradingView lightweight chart

6480.T price, volumen y niveles de valoración

Último $2,062Periodo +140.3%
Fair value: $2,062

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

-4.4%

FCF CAGR

-30.2%

FCF margin

5.2%

FCF / Net income

2.88x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.38B · net income $978.0M · FCF $2.82B

2022-FY → 2025-FY

Gross margin

31.5%+0.4% pts

Operating margin

2.9%-6.5% pts

Net margin

1.8%-4.8% pts

FCF margin

5.2%-8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.38B$54.38B$55.05B$68.26B$62.28B
Net Income$978.0M$978.0M$2.67B$7.47B$4.13B
EBITDA$5.86B$5.86B$8.48B$14.01B$9.99B
EPS14.1414.1437.71104.5758.04
Gross Margin31.5%31.5%32.7%35.9%31.0%
Operating Margin2.9%2.9%5.7%13.9%9.5%
Net Margin1.8%1.8%4.9%10.9%6.6%
Balance Sheet
Debt/Equity0.460.460.430.310.37
Current Ratio3.523.52———
Cash Flow
Free Cash Flow$2.82B$2.82B$-7.50B$4.06B$8.29B
Returns
ROE1.3%1.3%3.5%10.4%6.5%
Valuation
P/E35.2835.2816.605.379.03
EV/EBITDA26.1126.116.763.104.32
P/B1.891.890.580.560.58
Growth & Yield
Revenue Growth-1.2%-1.2%-19.4%9.6%—
EPS Growth-62.5%-62.5%-63.9%80.2%—
Dividend Yield1.4%1.4%———

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

134.8%

muy exigente

EPS terminal req.

$182.97

Spread vs growth

-197.3%

5Y implied EPS CAGR

73.4%

muy exigente

EPS terminal req.

$221.39

Spread vs growth

-135.9%

10Y implied EPS CAGR

38.1%

muy exigente

EPS terminal req.

$356.55

Spread vs growth

-100.6%

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 +305.0%

Total return

+305.0%

Start / end P/E

13.6x → 145.8x

EPS bridge

37.71 → 14.14

Residual

-610.1%

EPS growth-62.5%
Multiple rerating+976.2%
Dividend+1.4%
Residual / FX / buybacks / cross-term-610.1%

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.