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6357.T$2587.00-0.88%
Fair $2587.00+0.0%

6357.T

Sansei Technologies, Inc.

Industrials / Specialty Industrial MachineryTokyo

$2587.00

-23.00 (-0.88%)

Fairly Valued+0.0%Fair Value $2587.00Fund rank 34/100 · Data gapFallback financials|
SA 64/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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 61.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 56/100Data 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

64/100

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 · 6357.TLocal privado en este navegador · Sansei Technologies, Inc.
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

$47.0B

P/E

9.3x

↓

EV/EBITDA

5.5x

↓

ROE

6.6%

↑

Gross Margin

29.5%

↑

Debt/Equity

0.37

↑
52-Week Range$2587
$1441$2849

TradingView lightweight chart

6357.T price, volumen y niveles de valoración

Último $2,587Periodo +643.4%
Fair value: $2,587

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

+21.6%

FCF CAGR

-81.6%

FCF margin

0.1%

FCF / Net income

0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $61.86B · net income $3.00B · FCF $36.0M

2022-FY → 2025-FY

Gross margin

29.5%+0.5% pts

Operating margin

7.8%+4.7% pts

Net margin

4.8%+0.6% pts

FCF margin

0.1%-16.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$61.86B$61.86B$52.31B$40.68B$34.40B
Net Income$3.00B$3.00B$2.07B$1.70B$1.45B
EBITDA$7.88B$7.88B$5.87B$4.91B$4.53B
EPS158.68158.68109.7890.5077.18
Gross Margin29.5%29.5%27.9%28.3%29.0%
Operating Margin7.8%7.8%6.0%4.9%3.0%
Net Margin4.8%4.8%4.0%4.2%4.2%
Balance Sheet
Debt/Equity0.370.370.400.500.52
Current Ratio1.991.99———
Cash Flow
Free Cash Flow$36.0M$36.0M$8.54B$1.73B$5.77B
Returns
ROE6.6%6.6%5.0%4.7%4.4%
Valuation
P/E9.349.3411.388.959.59
EV/EBITDA5.555.553.093.443.71
P/B1.081.080.570.420.42
Growth & Yield
Revenue Growth18.3%18.3%28.6%18.3%—
EPS Growth44.5%44.5%21.3%17.3%—
Dividend Yield3.6%3.6%———

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

13.1%

razonable

EPS terminal req.

$229.55

Spread vs growth

31.4%

5Y implied EPS CAGR

11.8%

razonable

EPS terminal req.

$277.76

Spread vs growth

32.7%

10Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$447.33

Spread vs growth

33.6%

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 +82.2%

Total return

+82.2%

Start / end P/E

13.2x → 16.3x

EPS bridge

109.78 → 158.68

Residual

+10.5%

EPS growth+44.5%
Multiple rerating+23.5%
Dividend+3.6%
Residual / FX / buybacks / cross-term+10.5%

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.