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6670.T$2182.00-0.05%
Fair $2182.00+0.0%

6670.T

MCJ Co., Ltd.

Technology / Computer HardwareTokyo

$2182.00

-1.00 (-0.05%)

Fairly Valued+0.0%Fair Value $2182.00Fund rank 29/100 · Data gapFallback financials|
SA 64/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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $15.8B · quality 51.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

64/100

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 · 6670.TLocal privado en este navegador · MCJ 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

$205.5B

P/E

14.2x

↓

EV/EBITDA

8.0x

↓

ROE

15.7%

↑

Gross Margin

24.9%

↓

Debt/Equity

0.15

↓
52-Week Range$2182
$1251$2377

TradingView lightweight chart

6670.T price, volumen y niveles de valoración

Último $2,182Periodo +392.2%
Fair value: $2,182

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

7.6%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $207.17B · net income $14.05B · FCF $15.83B

2022-FY → 2025-FY

Gross margin

24.9%+3.9% pts

Operating margin

9.4%+2.3% pts

Net margin

6.8%+1.9% pts

FCF margin

7.6%+11.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$207.17B$207.17B$187.46B$191.08B$191.25B
Net Income$14.05B$14.05B$12.20B$9.60B$9.28B
EBITDA$21.32B$21.32B$18.58B$14.94B$14.49B
EPS143.07143.07124.1697.7994.63
Gross Margin24.9%24.9%24.8%22.2%21.0%
Operating Margin9.4%9.4%9.2%7.5%7.0%
Net Margin6.8%6.8%6.5%5.0%4.9%
Balance Sheet
Debt/Equity0.150.150.190.150.22
Current Ratio3.013.01———
Cash Flow
Free Cash Flow$15.83B$15.83B$5.04B$21.33B$-7.99B
Returns
ROE15.7%15.7%15.4%14.3%15.9%
Valuation
P/E14.2214.2210.799.549.19
EV/EBITDA7.987.985.284.055.07
P/B2.402.401.661.361.46
Growth & Yield
Revenue Growth10.5%10.5%-1.9%-0.1%—
EPS Growth15.2%15.2%27.0%3.3%—
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

10.6%

razonable

EPS terminal req.

$193.62

Spread vs growth

4.6%

5Y implied EPS CAGR

10.4%

razonable

EPS terminal req.

$234.28

Spread vs growth

4.9%

10Y implied EPS CAGR

10.2%

razonable

EPS terminal req.

$377.30

Spread vs growth

5.0%

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 +71.4%

Total return

+71.4%

Start / end P/E

10.5x → 15.3x

EPS bridge

124.16 → 143.07

Residual

+6.9%

EPS growth+15.2%
Multiple rerating+45.4%
Dividend+3.8%
Residual / FX / buybacks / cross-term+6.9%

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.