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6540.T$1488.00+0.74%
Fair $1488.00+0.0%

6540.T

Semba Corporation

Industrials / Engineering & ConstructionTokyo

$1488.00

+11.00 (+0.74%)

Fairly Valued+0.0%Fair Value $1488.00Fund rank 24/100 · Data gapFallback financials|
SA 36/D
F-Score: 3/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-777.4M · quality 35.3/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

36/100

D

Piotroski

3/9

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 · 6540.TLocal privado en este navegador · Semba Corporation
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

$15.9B

P/E

10.5x

↓

EV/EBITDA

2.5x

↓

ROE

10.4%

↑

Gross Margin

18.5%

↓

Debt/Equity

N/A

•
52-Week Range$1488
$1414$2000

TradingView lightweight chart

6540.T price, volumen y niveles de valoración

Último $1,488Periodo +21.0%
Fair value: $1,488

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

+12.9%

FCF CAGR

—

FCF margin

-6.7%

FCF / Net income

-1.45x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $32.83B · net income $1.52B · FCF $-2.19B

2022-FY → 2025-FY

Gross margin

18.5%+1.8% pts

Operating margin

7.0%+3.6% pts

Net margin

4.6%+2.6% pts

FCF margin

-6.7%-11.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$32.83B$32.83B$28.96B$24.89B$22.81B
Net Income$1.52B$1.52B$1.50B$1.03B$451.5M
EBITDA$2.43B$2.43B$2.06B$1.43B$911.3M
EPS——140.7597.8443.02
Gross Margin18.5%18.5%19.9%18.1%16.7%
Operating Margin7.0%7.0%6.6%5.2%3.4%
Net Margin4.6%4.6%5.2%4.2%2.0%
Balance Sheet
Current Ratio2.752.75———
Cash Flow
Free Cash Flow$-2.19B$-2.19B$3.39B$-777.4M$1.13B
Returns
ROE10.4%10.4%11.0%8.4%4.0%
Valuation
P/E10.4710.479.239.1016.60
EV/EBITDA2.532.530.660.06-2.95
P/B1.091.091.020.770.67
Growth & Yield
Revenue Growth13.4%13.4%16.4%9.1%—
EPS Growth——43.9%127.4%—
Dividend Yield5.3%5.3%———

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 +8.7%

Total return

+8.7%

Start / end P/E

n/dx → n/dx

EPS bridge

140.75 → n/d

Residual

+3.4%

EPS growthn/d
Multiple reratingn/d
Dividend+5.3%
Residual / FX / buybacks / cross-term+3.4%

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.