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6485.T$1376.00-0.86%
Fair $1376.00+0.0%

6485.T

Maezawa Kyuso Industries Co.,Ltd.

Industrials / Building Products & EquipmentTokyo

$1376.00

-12.00 (-0.86%)

Fairly Valued+0.0%Fair Value $1376.00Fund rank 24/100 · Data gapFallback financials|
SA 39/D
F-Score: 6/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 33.3/100

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

6/9

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 · 6485.TLocal privado en este navegador · Maezawa Kyuso Industries 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

$28.0B

P/E

10.5x

↓

EV/EBITDA

5.0x

↓

ROE

6.0%

↑

Gross Margin

30.7%

↑

Debt/Equity

N/A

•
52-Week Range$1376
$1213$1787

TradingView lightweight chart

6485.T price, volumen y niveles de valoración

Último $1,376Periodo +357.9%
Fair value: $1,376

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

+3.5%

FCF CAGR

+26.5%

FCF margin

4.1%

FCF / Net income

0.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.96B · net income $2.38B · FCF $1.30B

2022-FY → 2025-FY

Gross margin

30.7%+2.1% pts

Operating margin

9.5%+2.1% pts

Net margin

7.4%+2.2% pts

FCF margin

4.1%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.96B$31.96B$32.01B$31.01B$28.79B
Net Income$2.38B$2.38B$1.68B$1.43B$1.50B
EBITDA$3.75B$3.75B$3.18B$2.85B$2.80B
EPS113.58113.5878.1264.76—
Gross Margin30.7%30.7%29.2%27.8%28.6%
Operating Margin9.5%9.5%7.7%7.0%7.4%
Net Margin7.4%7.4%5.3%4.6%5.2%
Balance Sheet
Current Ratio6.146.14———
Cash Flow
Free Cash Flow$1.30B$1.30B$1.30B$-2.30B$642.0M
Returns
ROE6.0%6.0%4.3%3.7%4.0%
Valuation
P/E10.5110.5116.4614.78—
EV/EBITDA4.984.985.303.492.15
P/B0.730.730.710.550.54
Growth & Yield
Revenue Growth-0.2%-0.2%3.2%7.7%—
EPS Growth45.4%45.4%20.6%——
Dividend Yield4.3%4.3%———

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

2.4%

fácil

EPS terminal req.

$122.10

Spread vs growth

43.0%

5Y implied EPS CAGR

5.4%

razonable

EPS terminal req.

$147.74

Spread vs growth

40.0%

10Y implied EPS CAGR

7.7%

razonable

EPS terminal req.

$237.93

Spread vs growth

37.7%

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 +15.0%

Total return

+15.0%

Start / end P/E

15.9x → 12.1x

EPS bridge

78.12 → 113.58

Residual

-10.8%

EPS growth+45.4%
Multiple rerating-23.9%
Dividend+4.3%
Residual / FX / buybacks / cross-term-10.8%

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.