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6599.T$3240.00-5.26%
Fair $3240.00+0.0%

6599.T

Ebrains, Inc.

Technology / Computer HardwareTokyo

$3240.00

-180.00 (-5.26%)

Fairly Valued+0.0%Fair Value $3240.00Fund rank 32/100 · Data gapFallback financials|
SA 40/C
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $379.6M · quality 61.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 72/100Data 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

40/100

C

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 · 6599.TLocal privado en este navegador · Ebrains, Inc.
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

$4.9B

P/E

13.4x

↓

EV/EBITDA

4.4x

↓

ROE

6.5%

↑

Gross Margin

21.5%

↓

Debt/Equity

N/A

•
52-Week Range$3240
$2083$4010

TradingView lightweight chart

6599.T price, volumen y niveles de valoración

Último $3,240Periodo -30.1%
Fair value: $3,240

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

+0.9%

FCF CAGR

+13.2%

FCF margin

9.4%

FCF / Net income

1.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.03B · net income $313.4M · FCF $379.6M

2022-FY → 2025-FY

Gross margin

21.5%-2.2% pts

Operating margin

11.5%-2.2% pts

Net margin

7.8%-1.0% pts

FCF margin

9.4%+2.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.03B$4.03B$3.99B$4.26B$3.92B
Net Income$313.4M$313.4M$332.1M$426.2M$345.4M
EBITDA$492.1M$492.1M$511.4M$671.7M$550.2M
EPS207.70207.70220.06282.44228.89
Gross Margin21.5%21.5%22.8%24.6%23.6%
Operating Margin11.5%11.5%12.2%15.4%13.7%
Net Margin7.8%7.8%8.3%10.0%8.8%
Balance Sheet
Debt/Equity————0.01
Current Ratio4.874.87———
Cash Flow
Free Cash Flow$379.6M$379.6M$496.8M$226.0M$261.9M
Returns
ROE6.5%6.5%7.4%10.2%9.1%
Valuation
P/E13.4213.4210.668.8310.24
EV/EBITDA4.394.392.252.743.30
P/B1.021.020.790.900.93
Growth & Yield
Revenue Growth1.0%1.0%-6.4%8.6%—
EPS Growth-5.6%-5.6%-22.1%23.4%—
Dividend Yield3.4%3.4%———

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

11.4%

razonable

EPS terminal req.

$287.50

Spread vs growth

-17.1%

5Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$347.87

Spread vs growth

-16.5%

10Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$560.25

Spread vs growth

-16.0%

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 +57.7%

Total return

+57.7%

Start / end P/E

9.5x → 15.6x

EPS bridge

220.06 → 207.70

Residual

-3.6%

EPS growth-5.6%
Multiple rerating+63.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term-3.6%

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.