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6905.T$1450.00-2.36%
Fair $1450.00+0.0%

6905.T

Cosel Co., Ltd.

Industrials / Electrical Equipment & PartsTokyo

$1450.00

-35.00 (-2.36%)

Fairly Valued+0.0%Fair Value $1450.00Fund rank 26/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
Low Profitability

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 19%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 43.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

44/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -0.2%, below the 5% threshold
Thesis & Journal · 6905.TLocal privado en este navegador · Cosel 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

$59.6B

P/E

N/A

•

EV/EBITDA

16.5x

↑

ROE

-0.2%

↓

Gross Margin

26.6%

↑

Debt/Equity

0.01

↓
52-Week Range$1450
$1054$1598

TradingView lightweight chart

6905.T price, volumen y niveles de valoración

Último $1,450Periodo -1.7%
Fair value: $1,450

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

-1.2%

FCF CAGR

—

FCF margin

7.7%

FCF / Net income

-18.35x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.05B · net income $-113.7M · FCF $2.09B

2022-FY → 2025-FY

Gross margin

26.6%-1.7% pts

Operating margin

2.3%-7.7% pts

Net margin

-0.4%-7.2% pts

FCF margin

7.7%+14.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$27.05B$27.05B$41.44B$35.27B$28.08B
Net Income$-113.7M$-113.7M$5.17B$3.16B$1.90B
EBITDA$1.85B$1.85B$8.95B$6.50B$4.21B
EPS-2.84-2.84155.8793.5455.50
Gross Margin26.6%26.6%33.2%30.1%28.3%
Operating Margin2.3%2.3%16.7%14.0%10.0%
Net Margin-0.4%-0.4%12.5%9.0%6.8%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio14.5914.59———
Cash Flow
Free Cash Flow$2.09B$2.09B$4.32B$124.1M$-1.90B
Returns
ROE-0.2%-0.2%11.0%7.5%4.6%
Valuation
P/E——8.5212.0614.36
EV/EBITDA16.4616.463.073.863.34
P/B1.041.040.940.900.67
Growth & Yield
Revenue Growth-34.7%-34.7%17.5%25.6%—
EPS Growth-101.8%-101.8%66.6%68.5%—
Dividend Yield3.7%3.7%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +39.3%

Total return

+39.3%

Start / end P/E

n/dx → n/dx

EPS bridge

155.87 → -2.84

Residual

+35.6%

EPS growthn/d
Multiple reratingn/d
Dividend+3.7%
Residual / FX / buybacks / cross-term+35.6%

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.