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5933.T$1008.00-0.98%
Fair $1008.00+0.0%

5933.T

Alinco Incorporated

Technology / Scientific & Technical InstrumentsTokyo

$1008.00

-10.00 (-0.98%)

Fairly Valued+0.0%Fair Value $1008.00Fund rank 22/100 · Data gapFallback financials|
SA 38/D
F-Score: 6/9

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 16%

FCF escenarios

weak_data · normalized FCF $-876.5M · quality 36.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

38/100

D

Piotroski

6/9

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 · 5933.TLocal privado en este navegador · Alinco Incorporated
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

$20.1B

P/E

11.5x

↓

EV/EBITDA

6.9x

↓

ROE

6.1%

↑

Gross Margin

26.0%

↓

Debt/Equity

0.81

↑
52-Week Range$1008
$986$1204

TradingView lightweight chart

5933.T price, volumen y niveles de valoración

Último $1,008Periodo +28.9%
Fair value: $1,008

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

+3.7%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

-0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $61.60B · net income $1.96B · FCF $-208.2M

2022-FY → 2025-FY

Gross margin

26.0%+1.8% pts

Operating margin

3.6%+1.5% pts

Net margin

3.2%+2.4% pts

FCF margin

-0.3%+0.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$61.60B$61.60B$57.88B$60.72B$55.26B
Net Income$1.96B$1.96B$1.99B$1.55B$451.3M
EBITDA$5.68B$5.68B$6.68B$6.68B$4.73B
EPS98.9198.91101.0679.2023.28
Gross Margin26.0%26.0%25.0%24.6%24.3%
Operating Margin3.6%3.6%3.1%4.0%2.0%
Net Margin3.2%3.2%3.4%2.5%0.8%
Balance Sheet
Debt/Equity0.810.810.830.730.63
Current Ratio1.941.94———
Cash Flow
Free Cash Flow$-208.2M$-208.2M$-3.71B$-876.5M$-644.5M
Returns
ROE6.1%6.1%6.5%5.4%1.6%
Valuation
P/E11.4611.4611.2312.7936.60
EV/EBITDA6.866.866.095.076.07
P/B0.620.620.730.700.60
Growth & Yield
Revenue Growth6.4%6.4%-4.7%9.9%—
EPS Growth-2.1%-2.1%27.6%240.2%—
Dividend Yield4.5%4.5%———

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

-3.3%

fácil

EPS terminal req.

$89.44

Spread vs growth

1.2%

5Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$108.23

Spread vs growth

-3.9%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$174.30

Spread vs growth

-8.0%

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 +6.1%

Total return

+6.1%

Start / end P/E

9.8x → 10.2x

EPS bridge

101.06 → 98.91

Residual

-0.1%

EPS growth-2.1%
Multiple rerating+3.8%
Dividend+4.5%
Residual / FX / buybacks / cross-term-0.1%

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.