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6492.T$16310.00-4.40%
Fair $16310.00+0.0%

6492.T

Okano Valve Mfg.Co.Ltd.

Industrials / Specialty Industrial MachineryTokyo

$16310.00

-750.00 (-4.40%)

Fairly Valued+0.0%Fair Value $16310.00Fund rank 36/100 · Data gapFallback financials|
SA 65/B
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $818.0M · quality 72.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

65/100

B

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: 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 · 6492.TLocal privado en este navegador · Okano Valve Mfg.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

$26.2B

P/E

23.8x

↑

EV/EBITDA

13.7x

↑

ROE

9.9%

↑

Gross Margin

32.2%

↑

Debt/Equity

0.08

↓
52-Week Range$16310
$4545$19480

TradingView lightweight chart

6492.T price, volumen y niveles de valoración

Último $16,310Periodo +1306.0%
Fair value: $16,310

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2021–2024 · 3 años de histórico normalizado

Revenue CAGR

+11.8%

FCF CAGR

+36.2%

FCF margin

23.4%

FCF / Net income

1.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.17B · net income $1.10B · FCF $1.91B

2021-FY → 2024-FY

Gross margin

32.2%+11.4% pts

Operating margin

14.5%+8.2% pts

Net margin

13.5%+8.3% pts

FCF margin

23.4%+10.5% pts
MetricTTM
2024
2023
2022
2021
Income Statement
Revenue$8.17B$8.17B$7.41B$6.89B$5.85B
Net Income$1.10B$1.10B$697.0M$483.0M$303.0M
EBITDA$1.65B$1.65B$1.30B$997.0M$808.0M
EPS688.62688.62433.84290.83177.61
Gross Margin32.2%32.2%25.0%20.9%20.8%
Operating Margin14.5%14.5%11.0%7.1%6.3%
Net Margin13.5%13.5%9.4%7.0%5.2%
Balance Sheet
Debt/Equity0.080.080.110.150.20
Current Ratio5.065.06———
Cash Flow
Free Cash Flow$1.91B$1.91B$297.0M$818.0M$757.0M
Returns
ROE9.9%9.9%7.0%5.1%3.4%
Valuation
P/E23.8423.846.688.6514.84
EV/EBITDA13.6813.681.751.372.94
P/B2.332.330.460.440.50
Growth & Yield
Revenue Growth10.3%10.3%7.6%17.7%—
EPS Growth58.7%58.7%49.2%63.7%—
Dividend Yield0.5%0.5%———

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

28.1%

muy exigente

EPS terminal req.

$1447.24

Spread vs growth

30.6%

5Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$1751.16

Spread vs growth

38.2%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$2820.26

Spread vs growth

43.6%

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 +246.0%

Total return

+246.0%

Start / end P/E

10.9x → 23.7x

EPS bridge

433.84 → 688.62

Residual

+69.1%

EPS growth+58.7%
Multiple rerating+117.7%
Dividend+0.5%
Residual / FX / buybacks / cross-term+69.1%

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.