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6505.T$2066.00-0.72%
Fair $2066.00+0.0%

6505.T

Toyo Denki Seizo K.K.

Industrials / Specialty Industrial MachineryTokyo

$2066.00

-15.00 (-0.72%)

Fairly Valued+0.0%Fair Value $2066.00Fund rank 30/100 · Data gapFallback financials|
SA 54/C
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $474.0M · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 44/100Data 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

54/100

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: 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 · 6505.TLocal privado en este navegador · Toyo Denki Seizo K.K.
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

$18.6B

P/E

8.6x

↓

EV/EBITDA

6.7x

↓

ROE

7.8%

↑

Gross Margin

26.2%

↑

Debt/Equity

0.34

↑
52-Week Range$2066
$1309$2655

TradingView lightweight chart

6505.T price, volumen y niveles de valoración

Último $2,066Periodo +244.3%
Fair value: $2,066

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

+10.4%

FCF CAGR

-77.3%

FCF margin

0.1%

FCF / Net income

0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $40.54B · net income $2.13B · FCF $25.0M

2022-FY → 2025-FY

Gross margin

26.2%+3.6% pts

Operating margin

5.9%+5.3% pts

Net margin

5.2%+8.3% pts

FCF margin

0.1%-7.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$40.54B$40.54B$32.14B$31.02B$30.16B
Net Income$2.13B$2.13B$935.0M$824.0M$-930.0M
EBITDA$3.49B$3.49B$2.20B$2.05B$85.0M
EPS231.29231.2999.5391.85-104.02
Gross Margin26.2%26.2%25.4%23.2%22.6%
Operating Margin5.9%5.9%2.9%1.7%0.6%
Net Margin5.2%5.2%2.9%2.7%-3.1%
Balance Sheet
Debt/Equity0.340.340.410.450.53
Current Ratio1.821.82———
Cash Flow
Free Cash Flow$25.0M$25.0M$1.45B$474.0M$2.13B
Returns
ROE7.8%7.8%3.6%3.4%-4.2%
Valuation
P/E8.588.5810.8310.26—
EV/EBITDA6.656.656.496.89182.54
P/B0.690.690.390.340.37
Growth & Yield
Revenue Growth26.1%26.1%3.6%2.9%—
EPS Growth132.4%132.4%8.4%188.3%—
Dividend Yield3.6%3.6%———

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

-7.5%

fácil

EPS terminal req.

$183.32

Spread vs growth

139.8%

5Y implied EPS CAGR

-0.8%

fácil

EPS terminal req.

$221.82

Spread vs growth

133.2%

10Y implied EPS CAGR

4.4%

fácil

EPS terminal req.

$357.24

Spread vs growth

127.9%

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 +54.3%

Total return

+54.3%

Start / end P/E

13.8x → 8.9x

EPS bridge

99.53 → 231.29

Residual

-46.5%

EPS growth+132.4%
Multiple rerating-35.2%
Dividend+3.6%
Residual / FX / buybacks / cross-term-46.5%

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.