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6648.T$1669.00-3.47%
Fair $1669.00+0.0%

6648.T

Kawaden Corporation

Industrials / Specialty Industrial MachineryTokyo

$1669.00

-60.00 (-3.47%)

Fairly Valued+0.0%Fair Value $1669.00Fund rank 27/100 · Data gapFallback financials|
SA 61/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 46.7/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

61/100

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 · 6648.TLocal privado en este navegador · Kawaden 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

$26.7B

P/E

13.6x

↓

EV/EBITDA

6.1x

↓

ROE

11.1%

↑

Gross Margin

33.1%

↑

Debt/Equity

0.06

↓
52-Week Range$1669
$840$2780

TradingView lightweight chart

6648.T price, volumen y niveles de valoración

Último $1,669Periodo +321.5%
Fair value: $1,669

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

+9.8%

FCF CAGR

—

FCF margin

4.4%

FCF / Net income

0.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $24.22B · net income $1.96B · FCF $1.07B

2022-FY → 2025-FY

Gross margin

33.1%+6.3% pts

Operating margin

10.7%+5.7% pts

Net margin

8.1%+4.6% pts

FCF margin

4.4%+17.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$24.22B$24.22B$21.33B$19.66B$18.31B
Net Income$1.96B$1.96B$744.4M$320.4M$646.9M
EBITDA$3.24B$3.24B$1.71B$1.09B$1.48B
EPS122.58122.5846.4820.0040.39
Gross Margin33.1%33.1%26.4%24.8%26.8%
Operating Margin10.7%10.7%5.3%2.6%5.0%
Net Margin8.1%8.1%3.5%1.6%3.5%
Balance Sheet
Debt/Equity0.060.060.070.060.07
Current Ratio2.572.57———
Cash Flow
Free Cash Flow$1.07B$1.07B$-117.0M$1.38B$-2.39B
Returns
ROE11.1%11.1%4.6%2.1%4.2%
Valuation
P/E13.6113.6112.2017.7310.27
EV/EBITDA6.096.091.62-0.930.71
P/B1.511.510.570.370.43
Growth & Yield
Revenue Growth13.5%13.5%8.5%7.4%—
EPS Growth163.7%163.7%132.3%-50.5%—
Dividend Yield3.8%3.8%———

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

6.5%

razonable

EPS terminal req.

$148.10

Spread vs growth

157.2%

5Y implied EPS CAGR

7.9%

razonable

EPS terminal req.

$179.20

Spread vs growth

155.8%

10Y implied EPS CAGR

8.9%

razonable

EPS terminal req.

$288.60

Spread vs growth

154.8%

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 +94.3%

Total return

+94.3%

Start / end P/E

18.8x → 13.6x

EPS bridge

46.48 → 122.58

Residual

-45.4%

EPS growth+163.7%
Multiple rerating-27.8%
Dividend+3.8%
Residual / FX / buybacks / cross-term-45.4%

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.