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6647.T$2570.00-0.96%
Fair $2570.00+0.0%

6647.T

Morio Denki Co., Ltd.

Industrials / Electrical Equipment & PartsTokyo

$2570.00

-25.00 (-0.96%)

Fairly Valued+0.0%Fair Value $2570.00Fund rank 31/100 · Data gapFallback financials|
SA 58/C
F-Score: 5/9

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $145.5M · quality 55.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 30/100Data 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

58/100

C

Piotroski

5/9

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 · 6647.TLocal privado en este navegador · Morio Denki 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

$3.4B

P/E

5.3x

↓

EV/EBITDA

4.2x

↓

ROE

11.0%

↑

Gross Margin

20.2%

↓

Debt/Equity

0.27

↓
52-Week Range$2570
$1620$3160

TradingView lightweight chart

6647.T price, volumen y niveles de valoración

Último $2,570Periodo +144.8%
Fair value: $2,570

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

+2.7%

FCF CAGR

—

FCF margin

-2.2%

FCF / Net income

-0.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.21B · net income $568.7M · FCF $-201.0M

2022-FY → 2025-FY

Gross margin

20.2%+2.0% pts

Operating margin

8.0%+2.7% pts

Net margin

6.2%+3.0% pts

FCF margin

-2.2%-9.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.21B$9.21B$7.45B$7.90B$8.51B
Net Income$568.7M$568.7M$211.8M$148.9M$270.4M
EBITDA$956.9M$956.9M$566.1M$520.5M$777.6M
EPS417.11417.11154.03108.28196.60
Gross Margin20.2%20.2%18.6%16.7%18.3%
Operating Margin8.0%8.0%4.6%3.5%5.3%
Net Margin6.2%6.2%2.8%1.9%3.2%
Balance Sheet
Debt/Equity0.270.270.240.310.31
Current Ratio2.122.12———
Cash Flow
Free Cash Flow$-201.0M$-201.0M$382.6M$145.5M$590.4M
Returns
ROE11.0%11.0%4.5%3.4%6.4%
Valuation
P/E5.285.2811.3615.779.05
EV/EBITDA4.164.164.555.353.77
P/B0.680.680.510.540.58
Growth & Yield
Revenue Growth23.7%23.7%-5.7%-7.1%—
EPS Growth170.8%170.8%42.3%-44.9%—
Dividend Yield2.3%2.3%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

-18.2%

fácil

EPS terminal req.

$228.04

Spread vs growth

189.0%

5Y implied EPS CAGR

-7.9%

fácil

EPS terminal req.

$275.93

Spread vs growth

178.7%

10Y implied EPS CAGR

0.6%

fácil

EPS terminal req.

$444.39

Spread vs growth

170.2%

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 +58.1%

Total return

+58.1%

Start / end P/E

10.7x → 6.2x

EPS bridge

154.03 → 417.11

Residual

-72.6%

EPS growth+170.8%
Multiple rerating-42.5%
Dividend+2.3%
Residual / FX / buybacks / cross-term-72.6%

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.