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6651.T$4580.00-1.51%
Fair $4580.00+0.0%

6651.T

Nitto Kogyo Corporation

Industrials / Electrical Equipment & PartsTokyo

$4580.00

-70.00 (-1.51%)

Fairly Valued+0.0%Fair Value $4580.00Fund rank 37/100 · Data gapFallback financials|
SA 70/B
F-Score: 6/9

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 $12.3B · quality 76.3/100

Data gap 37/100
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

70/100

B

Piotroski

6/9

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 · 6651.TLocal privado en este navegador · Nitto Kogyo 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

$173.8B

P/E

15.1x

↓

EV/EBITDA

7.4x

↓

ROE

10.5%

↑

Gross Margin

26.8%

↑

Debt/Equity

0.25

↓
52-Week Range$4580
$2909$5090

TradingView lightweight chart

6651.T price, volumen y niveles de valoración

Último $4,580Periodo +432.6%
Fair value: $4,580

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

+11.6%

FCF CAGR

+30.1%

FCF margin

10.1%

FCF / Net income

1.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $184.68B · net income $12.10B · FCF $18.64B

2022-FY → 2025-FY

Gross margin

26.8%-0.5% pts

Operating margin

7.3%+0.8% pts

Net margin

6.6%+1.6% pts

FCF margin

10.1%+3.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$184.68B$184.68B$160.71B$146.70B$132.74B
Net Income$12.10B$12.10B$8.71B$5.48B$6.61B
EBITDA$22.63B$22.63B$17.35B$12.73B$14.20B
EPS318.91318.91229.77144.45164.75
Gross Margin26.8%26.8%26.8%25.4%27.3%
Operating Margin7.3%7.3%7.4%5.6%6.5%
Net Margin6.6%6.6%5.4%3.7%5.0%
Balance Sheet
Debt/Equity0.250.250.170.070.00
Current Ratio2.992.99———
Cash Flow
Free Cash Flow$18.64B$18.64B$12.32B$3.75B$8.47B
Returns
ROE10.5%10.5%8.0%5.4%6.7%
Valuation
P/E15.1115.1117.6017.529.34
EV/EBITDA7.447.448.396.392.32
P/B1.511.511.410.950.62
Growth & Yield
Revenue Growth14.9%14.9%9.6%10.5%—
EPS Growth38.8%38.8%59.1%-12.3%—
Dividend Yield3.3%3.3%———

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

8.4%

razonable

EPS terminal req.

$406.40

Spread vs growth

30.4%

5Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$491.74

Spread vs growth

29.7%

10Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$791.96

Spread vs growth

29.3%

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

12.9x → 14.4x

EPS bridge

229.77 → 318.91

Residual

+4.5%

EPS growth+38.8%
Multiple rerating+11.6%
Dividend+3.3%
Residual / FX / buybacks / cross-term+4.5%

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.