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6497.T$1287.00-0.77%
Fair $1287.00+0.0%

6497.T

Hamai Industries Ltd.

Industrials / Metal FabricationTokyo

$1287.00

-10.00 (-0.77%)

Fairly Valued+0.0%Fair Value $1287.00Fund rank 28/100 · Data gapFallback financials|
SA 58/C
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $134.5M · quality 47.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

58/100

C

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 · 6497.TLocal privado en este navegador · Hamai Industries 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

$8.6B

P/E

8.9x

↓

EV/EBITDA

2.5x

↓

ROE

5.7%

↓

Gross Margin

19.6%

↓

Debt/Equity

0.01

↓
52-Week Range$1287
$1046$1620

TradingView lightweight chart

6497.T price, volumen y niveles de valoración

Último $1,287Periodo +217.8%
Fair value: $1,287

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

+4.3%

FCF CAGR

-32.8%

FCF margin

1.7%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.72B · net income $969.5M · FCF $213.4M

2022-FY → 2025-FY

Gross margin

19.6%-0.4% pts

Operating margin

9.6%-0.2% pts

Net margin

7.6%-0.9% pts

FCF margin

1.7%-4.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.72B$12.72B$12.09B$11.13B$11.20B
Net Income$969.5M$969.5M$396.8M$909.3M$949.2M
EBITDA$1.82B$1.82B$1.68B$1.59B$1.56B
EPS———136.04142.26
Gross Margin19.6%19.6%19.3%20.2%20.0%
Operating Margin9.6%9.6%9.2%9.2%9.8%
Net Margin7.6%7.6%3.3%8.2%8.5%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio6.046.04———
Cash Flow
Free Cash Flow$213.4M$213.4M$134.5M$-164.3M$703.0M
Returns
ROE5.7%5.7%2.5%5.8%6.6%
Valuation
P/E8.908.90—7.206.76
EV/EBITDA2.502.501.811.331.29
P/B0.500.500.450.420.45
Growth & Yield
Revenue Growth5.1%5.1%8.6%-0.6%—
EPS Growth———-4.4%—
Dividend Yield3.5%3.5%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +25.5%

Total return

+25.5%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+22.0%

EPS growthn/d
Multiple reratingn/d
Dividend+3.5%
Residual / FX / buybacks / cross-term+22.0%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.