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3435.T$1343.00-1.68%
Fair $1343.00+0.0%

3435.T

Sanko Techno Co., Ltd.

Industrials / Metal FabricationTokyo

$1343.00

-23.00 (-1.68%)

Fairly Valued+0.0%Fair Value $1343.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 3/9

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $471.1M · quality 47.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

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: 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 · 3435.TLocal privado en este navegador · Sanko Techno 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

$10.6B

P/E

6.7x

↓

EV/EBITDA

5.1x

↓

ROE

6.1%

↑

Gross Margin

28.8%

↑

Debt/Equity

0.19

↓
52-Week Range$1343
$1130$1498

TradingView lightweight chart

3435.T price, volumen y niveles de valoración

Último $1,343Periodo +74.4%
Fair value: $1,343

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

+4.3%

FCF CAGR

+74.0%

FCF margin

2.2%

FCF / Net income

0.42x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $21.25B · net income $1.12B · FCF $471.1M

2022-FY → 2025-FY

Gross margin

28.8%-2.0% pts

Operating margin

6.0%-3.1% pts

Net margin

5.3%-0.4% pts

FCF margin

2.2%+1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$21.25B$21.25B$21.14B$20.60B$18.74B
Net Income$1.12B$1.12B$1.74B$1.40B$1.07B
EBITDA$2.01B$2.01B$2.78B$2.30B$1.88B
EPS140.96140.96218.41175.30134.73
Gross Margin28.8%28.8%31.3%30.1%30.8%
Operating Margin6.0%6.0%9.8%9.6%9.2%
Net Margin5.3%5.3%8.2%6.8%5.7%
Balance Sheet
Debt/Equity0.190.190.150.070.05
Current Ratio3.983.98———
Cash Flow
Free Cash Flow$471.1M$471.1M$1.06B$-310.2M$89.5M
Returns
ROE6.1%6.1%10.1%8.9%7.5%
Valuation
P/E6.726.726.855.637.29
EV/EBITDA5.095.094.042.853.23
P/B0.580.580.690.500.55
Growth & Yield
Revenue Growth0.5%0.5%2.6%10.0%—
EPS Growth-35.5%-35.5%24.6%30.1%—
Dividend Yield3.4%3.4%———

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

-5.4%

fácil

EPS terminal req.

$119.17

Spread vs growth

-30.0%

5Y implied EPS CAGR

0.5%

fácil

EPS terminal req.

$144.19

Spread vs growth

-35.9%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$232.23

Spread vs growth

-40.6%

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 +20.7%

Total return

+20.7%

Start / end P/E

5.2x → 9.5x

EPS bridge

218.41 → 140.96

Residual

-29.0%

EPS growth-35.5%
Multiple rerating+81.7%
Dividend+3.4%
Residual / FX / buybacks / cross-term-29.0%

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.