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6861.T$80220.00+0.14%
Fair $80220.00+0.0%

6861.T

Keyence Corporation

Technology / Scientific & Technical InstrumentsTokyo

$80220.00

+110.00 (+0.14%)

Fairly Valued+0.0%Fair Value $80220.00Fund rank 34/100 · Data gapFallback financials|
SA 51/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $375.4B · quality 67.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data 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

51/100

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 · 6861.TLocal privado en este navegador · Keyence 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

$19.46T

P/E

43.7x

↑

EV/EBITDA

33.4x

↑

ROE

12.8%

↑

Gross Margin

83.8%

↑

Debt/Equity

N/A

•
52-Week Range$80220
$51510$84170

TradingView lightweight chart

6861.T price, volumen y niveles de valoración

Último $80,220Periodo +1745.6%
Fair value: $80,220

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

+11.9%

FCF CAGR

+14.2%

FCF margin

37.3%

FCF / Net income

0.99x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.06T · net income $398.66B · FCF $395.18B

2022-FY → 2025-FY

Gross margin

83.8%+1.6% pts

Operating margin

51.9%-3.5% pts

Net margin

37.6%-2.5% pts

FCF margin

37.3%+2.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1059.14B$1059.14B$967.29B$922.42B$755.17B
Net Income$398.66B$398.66B$369.64B$362.96B$303.36B
EBITDA$564.97B$564.97B$508.78B$510.44B$426.67B
EPS1643.771643.771524.141496.60—
Gross Margin83.8%83.8%83.0%81.8%82.3%
Operating Margin51.9%51.9%51.2%54.1%55.4%
Net Margin37.6%37.6%38.2%39.3%40.2%
Balance Sheet
Current Ratio10.5410.54———
Cash Flow
Free Cash Flow$395.18B$395.18B$375.42B$263.28B$265.31B
Returns
ROE12.8%12.8%13.2%14.6%14.0%
Valuation
P/E43.7343.7342.6139.94—
EV/EBITDA33.4133.4129.9427.5531.74
P/B6.266.265.615.826.44
Growth & Yield
Revenue Growth9.5%9.5%4.9%22.1%—
EPS Growth7.8%7.8%1.8%——
Dividend Yield0.7%0.7%———

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

63.0%

muy exigente

EPS terminal req.

$7118.19

Spread vs growth

-55.1%

5Y implied EPS CAGR

39.3%

muy exigente

EPS terminal req.

$8613.01

Spread vs growth

-31.4%

10Y implied EPS CAGR

23.8%

exigente

EPS terminal req.

$13871.33

Spread vs growth

-15.9%

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 +27.8%

Total return

+27.8%

Start / end P/E

41.4x → 48.8x

EPS bridge

1524.14 → 1643.77

Residual

+1.4%

EPS growth+7.8%
Multiple rerating+17.9%
Dividend+0.7%
Residual / FX / buybacks / cross-term+1.4%

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.