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6643.T$5130.00-0.77%
Fair $5130.00+0.0%

6643.T

Togami Electric Mfg. Co., Ltd.

Industrials / Electrical Equipment & PartsTokyo

$5130.00

-40.00 (-0.77%)

Fairly Valued+0.0%Fair Value $5130.00Fund rank 36/100 · Data gapFallback financials|
SA 67/B
F-Score: 7/9

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 $719.6M · quality 76.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 75/100Data 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

67/100

B

Piotroski

7/9

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 · 6643.TLocal privado en este navegador · Togami Electric Mfg. 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

$23.8B

P/E

9.1x

↓

EV/EBITDA

4.5x

↓

ROE

10.7%

↑

Gross Margin

25.9%

↑

Debt/Equity

0.03

↓
52-Week Range$5130
$3310$7250

TradingView lightweight chart

6643.T price, volumen y niveles de valoración

Último $5,130Periodo +570.6%
Fair value: $5,130

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

+5.5%

FCF CAGR

-0.8%

FCF margin

3.5%

FCF / Net income

0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.65B · net income $2.39B · FCF $954.3M

2022-FY → 2025-FY

Gross margin

25.9%+5.5% pts

Operating margin

12.2%+5.9% pts

Net margin

8.7%+3.2% pts

FCF margin

3.5%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$27.65B$27.65B$26.73B$24.81B$23.58B
Net Income$2.39B$2.39B$2.09B$1.43B$1.29B
EBITDA$4.02B$4.02B$3.75B$2.81B$2.46B
EPS491.27491.27421.88289.26—
Gross Margin25.9%25.9%23.2%21.2%20.4%
Operating Margin12.2%12.2%10.1%7.1%6.3%
Net Margin8.7%8.7%7.8%5.8%5.5%
Balance Sheet
Debt/Equity0.030.030.020.020.02
Current Ratio3.523.52———
Cash Flow
Free Cash Flow$954.3M$954.3M$642.3M$719.6M$978.4M
Returns
ROE10.7%10.7%10.0%7.7%7.4%
Valuation
P/E9.109.106.816.14—
EV/EBITDA4.484.481.990.830.93
P/B1.121.120.680.470.48
Growth & Yield
Revenue Growth3.4%3.4%7.8%5.2%—
EPS Growth16.4%16.4%45.8%——
Dividend Yield2.5%2.5%———

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

-2.5%

fácil

EPS terminal req.

$455.20

Spread vs growth

19.0%

5Y implied EPS CAGR

2.3%

fácil

EPS terminal req.

$550.79

Spread vs growth

14.1%

10Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$887.06

Spread vs growth

10.4%

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 +51.6%

Total return

+51.6%

Start / end P/E

8.2x → 10.4x

EPS bridge

421.88 → 491.27

Residual

+4.6%

EPS growth+16.4%
Multiple rerating+28.1%
Dividend+2.5%
Residual / FX / buybacks / cross-term+4.6%

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.