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v0.1
6564.T$1945.00-2.80%
Fair $1945.00+0.0%

6564.T

Midac Holdings Co., Ltd.

Industrials / Waste ManagementTokyoJP

$1945.00

-56.00 (-2.80%)

Fairly Valued+0.0%Fair Value $1945.00Fund rank 28/100 · Data gapFallback financials|
SA 44/C
F-Score: 8/9

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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $776.7M · quality 44.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

44/100

C

Piotroski

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 6564.TLocal privado en este navegador · Midac Holdings 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

$53.8B

P/E

18.7x

↑

EV/EBITDA

9.9x

↑

ROE

18.5%

↑

Gross Margin

62.6%

↑

Debt/Equity

0.60

↑
52-Week Range$1945
$1735$2345

TradingView lightweight chart

6564.T price, volumen y niveles de valoración

Último $1,945Periodo +737.3%
Fair value: $1,945

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

+19.6%

FCF CAGR

—

FCF margin

6.4%

FCF / Net income

0.24x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.91B · net income $2.86B · FCF $697.1M

2022-FY → 2025-FY

Gross margin

62.6%+1.0% pts

Operating margin

41.6%+6.1% pts

Net margin

26.3%+6.1% pts

FCF margin

6.4%+23.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.91B$10.91B$9.55B$7.77B$6.38B
Net Income$2.86B$2.86B$1.91B$1.69B$1.28B
EBITDA$5.54B$5.54B$4.40B$3.58B$2.93B
EPS103.50103.5068.9961.1047.97
Gross Margin62.6%62.6%61.4%59.6%61.6%
Operating Margin41.6%41.6%37.1%35.5%35.5%
Net Margin26.3%26.3%20.0%21.7%20.1%
Balance Sheet
Debt/Equity0.600.600.820.730.81
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$697.1M$697.1M$776.7M$851.9M$-1.12B
Returns
ROE18.5%18.5%14.9%15.3%13.5%
Valuation
P/E18.6618.6621.8931.6458.14
EV/EBITDA9.929.929.8815.3226.15
P/B3.483.483.264.867.83
Growth & Yield
Revenue Growth14.2%14.2%22.8%21.8%—
EPS Growth50.0%50.0%12.9%27.4%—
Dividend Yield1.0%1.0%———

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

18.6%

exigente

EPS terminal req.

$172.59

Spread vs growth

31.4%

5Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$208.83

Spread vs growth

34.9%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$336.32

Spread vs growth

37.5%

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 -8.0%

Total return

-8.0%

Start / end P/E

31.0x → 18.8x

EPS bridge

68.99 → 103.50

Residual

-19.7%

EPS growth+50.0%
Multiple rerating-39.4%
Dividend+1.0%
Residual / FX / buybacks / cross-term-19.7%

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.