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6518.T$2304.00+4.14%
Fair $2304.00+0.0%

6518.T

Sanso Electric Co.,Ltd.

Industrials / Specialty Industrial MachineryTokyo

$2304.00

+96.00 (+4.14%)

Fairly Valued+0.0%Fair Value $2304.00Fund rank 27/100 · Data gapFallback financials|
SA 58/C
F-Score: 4/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $562.2M · quality 48.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

58/100

C

Piotroski

4/9

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 1.0%, below the 5% threshold
Thesis & Journal · 6518.TLocal privado en este navegador · Sanso Electric 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

$10.5B

P/E

18.5x

↑

EV/EBITDA

8.3x

↓

ROE

1.0%

↓

Gross Margin

16.2%

↓

Debt/Equity

0.16

↓
52-Week Range$2304
$791$2666

TradingView lightweight chart

6518.T price, volumen y niveles de valoración

Último $2,414Periodo +249.9%
Fair value: $2,304

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

-2.1%

FCF CAGR

—

FCF margin

-10.6%

FCF / Net income

-14.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.03B · net income $118.4M · FCF $-1.71B

2022-FY → 2025-FY

Gross margin

16.2%-2.5% pts

Operating margin

0.4%-4.3% pts

Net margin

0.7%-4.4% pts

FCF margin

-10.6%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.03B$16.03B$17.67B$18.62B$17.10B
Net Income$118.4M$118.4M$493.1M$815.7M$884.3M
EBITDA$1.16B$1.16B$1.63B$1.88B$1.85B
EPS25.9825.98108.48180.00—
Gross Margin16.2%16.2%18.3%18.7%18.6%
Operating Margin0.4%0.4%3.8%4.8%4.7%
Net Margin0.7%0.7%2.8%4.4%5.2%
Balance Sheet
Debt/Equity0.160.160.210.290.15
Current Ratio2.342.34———
Cash Flow
Free Cash Flow$-1.71B$-1.71B$1.37B$562.2M$-23.3M
Returns
ROE1.0%1.0%4.2%7.3%8.5%
Valuation
P/E18.5318.5310.255.97—
EV/EBITDA8.328.321.592.052.03
P/B0.880.880.430.440.46
Growth & Yield
Revenue Growth-9.3%-9.3%-5.1%8.9%—
EPS Growth-76.1%-76.1%-39.7%——
Dividend Yield1.0%1.0%———

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

98.9%

muy exigente

EPS terminal req.

$204.44

Spread vs growth

-175.0%

5Y implied EPS CAGR

56.9%

muy exigente

EPS terminal req.

$247.37

Spread vs growth

-133.0%

10Y implied EPS CAGR

31.4%

muy exigente

EPS terminal req.

$398.40

Spread vs growth

-107.4%

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 +200.9%

Total return

+200.9%

Start / end P/E

7.4x → 92.9x

EPS bridge

108.48 → 25.98

Residual

-876.2%

EPS growth-76.1%
Multiple rerating+1152.1%
Dividend+1.0%
Residual / FX / buybacks / cross-term-876.2%

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.