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v0.1
6743.T$827.00-2.13%
Fair $827.00+0.0%

6743.T

Daido Signal Co., Ltd.

Industrials / Specialty Industrial MachineryTokyo

$827.00

-18.00 (-2.13%)

Fairly Valued+0.0%Fair Value $827.00Fund rank 26/100 · Data gapFallback financials|
SA 54/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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-1.8B · quality 46.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

54/100

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 · 6743.TLocal privado en este navegador · Daido Signal 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

$13.1B

P/E

7.3x

↓

EV/EBITDA

5.6x

↓

ROE

6.4%

↑

Gross Margin

27.5%

↑

Debt/Equity

0.26

↓
52-Week Range$827
$482$973

TradingView lightweight chart

6743.T price, volumen y niveles de valoración

Último $827.00Periodo +313.5%
Fair value: $827.00

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

-0.4%

FCF CAGR

—

FCF margin

-8.0%

FCF / Net income

-1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.91B · net income $1.54B · FCF $-1.75B

2022-FY → 2025-FY

Gross margin

27.5%+2.0% pts

Operating margin

5.3%-1.0% pts

Net margin

7.0%+3.8% pts

FCF margin

-8.0%-13.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.91B$21.91B$20.77B$19.50B$22.17B
Net Income$1.54B$1.54B$570.8M$588.3M$716.4M
EBITDA$2.83B$2.83B$1.34B$1.47B$1.88B
EPS95.6995.6932.0833.0740.27
Gross Margin27.5%27.5%26.8%25.7%25.5%
Operating Margin5.3%5.3%6.2%4.7%6.2%
Net Margin7.0%7.0%2.7%3.0%3.2%
Balance Sheet
Debt/Equity0.260.260.190.250.22
Current Ratio2.412.41———
Cash Flow
Free Cash Flow$-1.75B$-1.75B$784.8M$-2.95B$1.27B
Returns
ROE6.4%6.4%2.4%2.6%3.2%
Valuation
P/E7.327.3213.5013.0914.38
EV/EBITDA5.655.656.126.094.45
P/B0.550.550.320.340.46
Growth & Yield
Revenue Growth5.5%5.5%6.5%-12.1%—
EPS Growth198.3%198.3%-3.0%-17.9%—
Dividend Yield4.3%4.3%———

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

-8.5%

fácil

EPS terminal req.

$73.38

Spread vs growth

206.8%

5Y implied EPS CAGR

-1.5%

fácil

EPS terminal req.

$88.79

Spread vs growth

199.8%

10Y implied EPS CAGR

4.1%

fácil

EPS terminal req.

$143.00

Spread vs growth

194.2%

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 +73.7%

Total return

+73.7%

Start / end P/E

15.2x → 8.6x

EPS bridge

32.08 → 95.69

Residual

-85.6%

EPS growth+198.3%
Multiple rerating-43.2%
Dividend+4.3%
Residual / FX / buybacks / cross-term-85.6%

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.