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v0.1
6307.T$431.00-5.48%
Fair $431.00+0.0%

6307.T

Sansei Co.,Ltd.

Industrials / Specialty Business ServicesTokyo

$431.00

-25.00 (-5.48%)

Fairly Valued+0.0%Fair Value $431.00Fund rank 25/100 · Data gapFallback financials|
SA 55/C
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 18%

FCF escenarios

weak_data · normalized FCF $38.4M · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 10/100Data 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

55/100

C

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 · 6307.TLocal privado en este navegador · Sansei 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

$3.3B

P/E

4.4x

↓

EV/EBITDA

4.4x

↓

ROE

7.4%

↑

Gross Margin

23.4%

↓

Debt/Equity

0.08

↓
52-Week Range$431
$381$800

TradingView lightweight chart

6307.T price, volumen y niveles de valoración

Último $431.00Periodo +281.4%
Fair value: $431.00

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

+8.8%

FCF CAGR

—

FCF margin

-10.7%

FCF / Net income

-1.79x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.78B · net income $346.0M · FCF $-618.0M

2022-FY → 2025-FY

Gross margin

23.4%-2.2% pts

Operating margin

7.9%+1.2% pts

Net margin

6.0%+1.2% pts

FCF margin

-10.7%-6.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.78B$5.78B$5.64B$5.35B$4.49B
Net Income$346.0M$346.0M$326.4M$350.5M$215.3M
EBITDA$595.8M$595.8M$497.6M$545.1M$431.0M
EPS44.5244.5242.0045.1027.71
Gross Margin23.4%23.4%23.0%24.6%25.6%
Operating Margin7.9%7.9%7.5%8.5%6.7%
Net Margin6.0%6.0%5.8%6.6%4.8%
Balance Sheet
Debt/Equity0.080.080.080.090.12
Current Ratio2.942.94———
Cash Flow
Free Cash Flow$-618.0M$-618.0M$38.4M$724.4M$-212.1M
Returns
ROE7.4%7.4%7.3%8.3%5.4%
Valuation
P/E4.364.369.697.7614.80
EV/EBITDA4.404.403.752.485.88
P/B0.720.720.710.640.80
Growth & Yield
Revenue Growth2.6%2.6%5.4%19.0%—
EPS Growth6.0%6.0%-6.9%62.8%—
Dividend Yield3.3%3.3%———

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

-4.9%

fácil

EPS terminal req.

$38.24

Spread vs growth

10.9%

5Y implied EPS CAGR

0.8%

fácil

EPS terminal req.

$46.28

Spread vs growth

5.2%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$74.53

Spread vs growth

0.7%

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 +14.1%

Total return

+14.1%

Start / end P/E

9.3x → 9.7x

EPS bridge

42.00 → 44.52

Residual

+0.3%

EPS growth+6.0%
Multiple rerating+4.5%
Dividend+3.3%
Residual / FX / buybacks / cross-term+0.3%

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.