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6981.T$10490.00+8.99%
Fair $10490.00+0.0%

6981.T

Murata Manufacturing Co., Ltd.

Technology / Electronic ComponentsTokyo

$10490.00

+865.00 (+8.99%)

Fairly Valued+0.0%Fair Value $10490.00Fund rank 36/100 · Data gapFallback financials|
SA 63/B
F-Score: 8/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $253.4B · quality 76.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

63/100

B

Piotroski

8/9

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 · 6981.TLocal privado en este navegador · Murata Manufacturing 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

$19.09T

P/E

81.9x

↑

EV/EBITDA

39.5x

↑

ROE

9.1%

↑

Gross Margin

41.2%

↑

Debt/Equity

0.02

↓
52-Week Range$10490
$2019$11125

TradingView lightweight chart

6981.T price, volumen y niveles de valoración

Último $10,490Periodo +582.6%
Fair value: $10,490

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

-1.5%

FCF margin

14.9%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $1.74T · net income $233.82B · FCF $259.06B

2022-FY → 2025-FY

Gross margin

41.2%-1.2% pts

Operating margin

16.0%-7.4% pts

Net margin

13.4%-3.9% pts

FCF margin

14.9%-0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$1743.35B$1743.35B$1640.16B$1686.80B$1812.52B
Net Income$233.82B$233.82B$180.84B$243.95B$314.12B
EBITDA$482.51B$482.51B$419.74B$473.47B$588.60B
EPS125.08125.0895.72128.64—
Gross Margin41.2%41.2%38.8%39.9%42.4%
Operating Margin16.0%16.0%13.1%17.4%23.4%
Net Margin13.4%13.4%11.0%14.5%17.3%
Balance Sheet
Debt/Equity0.020.020.040.070.07
Current Ratio5.005.00———
Cash Flow
Free Cash Flow$259.06B$259.06B$253.41B$80.08B$270.93B
Returns
ROE9.1%9.1%7.1%10.3%14.0%
Valuation
P/E81.9581.9528.4120.01—
EV/EBITDA39.4639.4611.019.657.71
P/B7.607.602.012.072.19
Growth & Yield
Revenue Growth6.3%6.3%-2.8%-6.9%—
EPS Growth30.7%30.7%-25.6%——
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

95.2%

muy exigente

EPS terminal req.

$930.81

Spread vs growth

-64.6%

5Y implied EPS CAGR

55.2%

muy exigente

EPS terminal req.

$1126.28

Spread vs growth

-24.5%

10Y implied EPS CAGR

30.7%

muy exigente

EPS terminal req.

$1813.89

Spread vs growth

0.0%

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 +408.7%

Total return

+408.7%

Start / end P/E

21.6x → 83.9x

EPS bridge

95.72 → 125.08

Residual

+88.6%

EPS growth+30.7%
Multiple rerating+288.7%
Dividend+0.7%
Residual / FX / buybacks / cross-term+88.6%

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.