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6870.T$2391.00-3.28%
Fair $2391.00+0.0%

6870.T

Fenwal Controls of Japan, Ltd.

Industrials / Security & Protection ServicesTokyo

$2391.00

-81.00 (-3.28%)

Fairly Valued+0.0%Fair Value $2391.00Fund rank 27/100 · Data gapFallback financials|
SA 64/B
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 19%

FCF escenarios

weak_data · normalized FCF $293.6M · 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 18/100Data 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

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 · 6870.TLocal privado en este navegador · Fenwal Controls of Japan, 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

$13.4B

P/E

10.7x

↓

EV/EBITDA

4.3x

↓

ROE

8.5%

↑

Gross Margin

32.2%

↑

Debt/Equity

0.04

↓
52-Week Range$2391
$1670$2700

TradingView lightweight chart

6870.T price, volumen y niveles de valoración

Último $2,391Periodo +227.1%
Fair value: $2,391

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

+1.3%

FCF CAGR

—

FCF margin

-3.8%

FCF / Net income

-0.40x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $12.91B · net income $1.25B · FCF $-493.3M

2022-FY → 2025-FY

Gross margin

32.2%-0.4% pts

Operating margin

8.2%-2.4% pts

Net margin

9.7%+3.0% pts

FCF margin

-3.8%-4.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$12.91B$12.91B$12.52B$12.60B$12.40B
Net Income$1.25B$1.25B$1.12B$385.9M$826.6M
EBITDA$2.15B$2.15B$1.87B$929.6M$1.45B
EPS———68.83147.62
Gross Margin32.2%32.2%33.0%31.8%32.6%
Operating Margin8.2%8.2%9.4%8.2%10.6%
Net Margin9.7%9.7%8.9%3.1%6.7%
Balance Sheet
Debt/Equity0.040.040.090.120.14
Current Ratio3.903.90———
Cash Flow
Free Cash Flow$-493.3M$-493.3M$293.6M$875.2M$55.0M
Returns
ROE8.5%8.5%8.2%3.0%6.7%
Valuation
P/E10.7510.75—22.539.27
EV/EBITDA4.284.282.413.672.16
P/B0.920.920.700.690.62
Growth & Yield
Revenue Growth3.1%3.1%-0.7%1.6%—
EPS Growth———-53.4%—
Dividend Yield3.2%3.2%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +42.3%

Total return

+42.3%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+39.2%

EPS growthn/d
Multiple reratingn/d
Dividend+3.2%
Residual / FX / buybacks / cross-term+39.2%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.