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6524.T$6070.00+2.36%
Fair $6070.00+0.0%

6524.T

Kohoku Kogyo CO.,LTD.

Technology / Electronic ComponentsTokyo

$6070.00

+140.00 (+2.36%)

Fairly Valued+0.0%Fair Value $6070.00Fund rank 37/100 · Data gapFallback financials|
SA 62/B
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 82.7/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

62/100

B

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 · 6524.TLocal privado en este navegador · Kohoku Kogyo 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

$157.2B

P/E

52.9x

↑

EV/EBITDA

27.7x

↑

ROE

12.8%

↑

Gross Margin

43.6%

↑

Debt/Equity

0.09

↓
52-Week Range$6070
$1720$7740

TradingView lightweight chart

6524.T price, volumen y niveles de valoración

Último $6,070Periodo +256.4%
Fair value: $6,070

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

+3.7%

FCF CAGR

+8.5%

FCF margin

13.8%

FCF / Net income

0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $17.45B · net income $2.99B · FCF $2.41B

2022-FY → 2025-FY

Gross margin

43.6%+4.4% pts

Operating margin

26.5%+1.7% pts

Net margin

17.1%-2.4% pts

FCF margin

13.8%+1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$17.45B$17.45B$15.92B$13.47B$15.67B
Net Income$2.99B$2.99B$3.25B$1.90B$3.07B
EBITDA$5.49B$5.49B$5.96B$3.74B$5.20B
EPS114.73114.73120.5070.55115.38
Gross Margin43.6%43.6%43.2%40.7%39.2%
Operating Margin26.5%26.5%24.7%20.9%24.8%
Net Margin17.1%17.1%20.4%14.1%19.6%
Balance Sheet
Debt/Equity0.090.090.100.150.20
Current Ratio6.036.03———
Cash Flow
Free Cash Flow$2.41B$2.41B$2.11B$1.97B$1.89B
Returns
ROE12.8%12.8%13.9%9.5%16.8%
Valuation
P/E52.9152.9124.5022.6817.74
EV/EBITDA27.6827.6812.199.439.16
P/B6.766.763.402.152.97
Growth & Yield
Revenue Growth9.6%9.6%18.2%-14.0%—
EPS Growth-4.8%-4.8%70.8%-38.9%—
Dividend Yield0.7%0.7%———

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

67.4%

muy exigente

EPS terminal req.

$538.61

Spread vs growth

-72.2%

5Y implied EPS CAGR

41.5%

muy exigente

EPS terminal req.

$651.72

Spread vs growth

-46.3%

10Y implied EPS CAGR

24.8%

exigente

EPS terminal req.

$1049.60

Spread vs growth

-29.6%

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 +244.0%

Total return

+244.0%

Start / end P/E

14.7x → 52.9x

EPS bridge

120.50 → 114.73

Residual

-12.5%

EPS growth-4.8%
Multiple rerating+260.6%
Dividend+0.7%
Residual / FX / buybacks / cross-term-12.5%

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.