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v0.1
6517.T$3405.00-2.01%
Fair $3405.00+0.0%

6517.T

Denyo Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$3405.00

-70.00 (-2.01%)

Fairly Valued+0.0%Fair Value $3405.00Fund rank 28/100 · Data gapFallback financials|
SA 59/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 21%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 48.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

59/100

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 · 6517.TLocal privado en este navegador · Denyo 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

$68.8B

P/E

12.3x

↓

EV/EBITDA

5.2x

↓

ROE

7.3%

↑

Gross Margin

25.1%

↑

Debt/Equity

0.06

↓
52-Week Range$3405
$2581$4000

TradingView lightweight chart

6517.T price, volumen y niveles de valoración

Último $3,405Periodo +458.2%
Fair value: $3,405

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

+8.6%

FCF CAGR

-11.6%

FCF margin

1.8%

FCF / Net income

0.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $70.75B · net income $5.65B · FCF $1.26B

2022-FY → 2025-FY

Gross margin

25.1%+3.9% pts

Operating margin

10.5%+3.8% pts

Net margin

8.0%+3.0% pts

FCF margin

1.8%-1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$70.75B$70.75B$73.14B$64.31B$55.17B
Net Income$5.65B$5.65B$5.09B$3.63B$2.75B
EBITDA$9.83B$9.83B$8.66B$6.54B$5.32B
EPS274.02274.02246.83175.64132.02
Gross Margin25.1%25.1%22.2%21.2%21.2%
Operating Margin10.5%10.5%9.7%7.6%6.6%
Net Margin8.0%8.0%7.0%5.6%5.0%
Balance Sheet
Debt/Equity0.060.060.060.050.02
Current Ratio4.734.73———
Cash Flow
Free Cash Flow$1.26B$1.26B$2.35B$-2.13B$1.83B
Returns
ROE7.3%7.3%7.0%5.5%4.5%
Valuation
P/E12.3112.319.209.5112.20
EV/EBITDA5.205.203.222.572.36
P/B0.910.910.640.520.55
Growth & Yield
Revenue Growth-3.3%-3.3%13.7%16.6%—
EPS Growth11.0%11.0%40.5%33.0%—
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%

3Y implied EPS CAGR

3.3%

fácil

EPS terminal req.

$302.14

Spread vs growth

7.7%

5Y implied EPS CAGR

5.9%

razonable

EPS terminal req.

$365.59

Spread vs growth

5.1%

10Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$588.78

Spread vs growth

3.1%

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 +33.4%

Total return

+33.4%

Start / end P/E

10.6x → 12.4x

EPS bridge

246.83 → 274.02

Residual

+1.9%

EPS growth+11.0%
Multiple rerating+17.0%
Dividend+3.5%
Residual / FX / buybacks / cross-term+1.9%

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.