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6516.T$6600.00-5.58%
Fair $6600.00+0.0%

6516.T

Sanyo Denki Co., Ltd.

Industrials / Electrical Equipment & PartsTokyo

$6600.00

-390.00 (-5.58%)

Fairly Valued+0.0%Fair Value $6600.00Fund rank 34/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
Declining RevenueLow Profitability

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 $12.0B · quality 69.0/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 57/100Data 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

48/100

C

Piotroski

5/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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 ROE is 5.0%, below the 5% threshold
Thesis & Journal · 6516.TLocal privado en este navegador · Sanyo Denki 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

$234.4B

P/E

27.1x

↑

EV/EBITDA

14.8x

↑

ROE

5.0%

↓

Gross Margin

25.7%

↑

Debt/Equity

0.06

↓
52-Week Range$6600
$3007$7880

TradingView lightweight chart

6516.T price, volumen y niveles de valoración

Último $6,600Periodo +647.2%
Fair value: $6,600

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

-1.1%

FCF CAGR

+50.2%

FCF margin

12.3%

FCF / Net income

2.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $97.85B · net income $5.64B · FCF $11.99B

2022-FY → 2025-FY

Gross margin

25.7%+0.4% pts

Operating margin

8.1%-2.7% pts

Net margin

5.8%-3.2% pts

FCF margin

12.3%+8.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$97.85B$97.85B$112.90B$120.80B$101.12B
Net Income$5.64B$5.64B$10.48B$11.41B$9.02B
EBITDA$14.54B$14.54B$19.37B$20.43B$17.54B
EPS157.53157.53289.17314.08248.31
Gross Margin25.7%25.7%25.6%25.8%25.3%
Operating Margin8.1%8.1%10.5%11.1%10.9%
Net Margin5.8%5.8%9.3%9.4%8.9%
Balance Sheet
Debt/Equity0.060.060.130.220.25
Current Ratio3.853.85———
Cash Flow
Free Cash Flow$11.99B$11.99B$14.69B$4.23B$3.54B
Returns
ROE5.0%5.0%9.5%12.2%11.2%
Valuation
P/E27.0527.057.926.356.14
EV/EBITDA14.7614.763.663.533.24
P/B2.082.080.750.780.69
Growth & Yield
Revenue Growth-13.3%-13.3%-6.5%19.5%—
EPS Growth-45.5%-45.5%-7.9%26.5%—
Dividend Yield2.6%2.6%———

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

54.9%

muy exigente

EPS terminal req.

$585.64

Spread vs growth

-100.4%

5Y implied EPS CAGR

35.1%

muy exigente

EPS terminal req.

$708.62

Spread vs growth

-80.6%

10Y implied EPS CAGR

21.9%

exigente

EPS terminal req.

$1141.25

Spread vs growth

-67.4%

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 +101.6%

Total return

+101.6%

Start / end P/E

11.5x → 41.9x

EPS bridge

289.17 → 157.53

Residual

-120.8%

EPS growth-45.5%
Multiple rerating+265.3%
Dividend+2.6%
Residual / FX / buybacks / cross-term-120.8%

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.