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1768.T$1005.00+1.41%
Fair $1005.00+0.0%

1768.T

Sonec Corporation

Industrials / Engineering & ConstructionTokyo

$1005.00

+14.00 (+1.41%)

Fairly Valued+0.0%Fair Value $1005.00Fund rank 20/100 · Data gapFallback financials|
SA 37/D
F-Score: 4/9
Declining Revenue

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 14%

FCF escenarios

weak_data · normalized FCF $-1.1B · quality 27.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

37/100

D

Piotroski

4/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 1768.TLocal privado en este navegador · Sonec 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

$7.3B

P/E

5.4x

↓

EV/EBITDA

8.2x

↓

ROE

5.5%

↓

Gross Margin

9.5%

↓

Debt/Equity

N/A

•
52-Week Range$1005
$866$1796

TradingView lightweight chart

1768.T price, volumen y niveles de valoración

Último $1,005Periodo +337.0%
Fair value: $1,005

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

-4.0%

FCF CAGR

—

FCF margin

-7.1%

FCF / Net income

-2.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.20B · net income $500.9M · FCF $-1.07B

2022-FY → 2025-FY

Gross margin

9.5%-0.4% pts

Operating margin

4.3%-2.1% pts

Net margin

3.3%-1.4% pts

FCF margin

-7.1%-6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.20B$15.20B$16.18B$18.04B$17.16B
Net Income$500.9M$500.9M$145.0M$688.8M$800.1M
EBITDA$739.2M$739.2M$306.4M$1.01B$1.15B
EPS68.5668.5619.8494.29109.36
Gross Margin9.5%9.5%6.1%9.0%9.9%
Operating Margin4.3%4.3%1.5%5.2%6.5%
Net Margin3.3%3.3%0.9%3.8%4.7%
Balance Sheet
Current Ratio2.512.51———
Cash Flow
Free Cash Flow$-1.07B$-1.07B$-2.68B$1.87B$-18.0M
Returns
ROE5.5%5.5%1.7%8.0%9.9%
Valuation
P/E5.375.3747.2310.129.50
EV/EBITDA8.168.1613.671.373.18
P/B0.810.810.790.810.94
Growth & Yield
Revenue Growth-6.1%-6.1%-10.3%5.1%—
EPS Growth245.6%245.6%-79.0%-13.8%—
Dividend Yield5.1%5.1%———

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

9.2%

razonable

EPS terminal req.

$89.18

Spread vs growth

236.4%

5Y implied EPS CAGR

9.5%

razonable

EPS terminal req.

$107.90

Spread vs growth

236.1%

10Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$173.78

Spread vs growth

235.8%

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 +20.2%

Total return

+20.2%

Start / end P/E

44.0x → 14.7x

EPS bridge

19.84 → 68.56

Residual

-163.8%

EPS growth+245.6%
Multiple rerating-66.7%
Dividend+5.1%
Residual / FX / buybacks / cross-term-163.8%

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.