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6614.T$947.00-3.37%
Fair $947.00+0.0%

6614.T

Shikino High-Tech CO.,LTD.

Technology / SemiconductorsTokyo

$947.00

-33.00 (-3.37%)

Fairly Valued+0.0%Fair Value $947.00Fund rank 26/100 · Data gapFallback financials|
SA 35/D
F-Score: 2/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $-5.4M · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

35/100

D

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is -0.6%, below the 5% threshold
Thesis & Journal · 6614.TLocal privado en este navegador · Shikino High-Tech 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

$4.2B

P/E

N/A

•

EV/EBITDA

65.0x

↑

ROE

-0.6%

↓

Gross Margin

19.9%

↓

Debt/Equity

0.28

↑
52-Week Range$947
$656$1360

TradingView lightweight chart

6614.T price, volumen y niveles de valoración

Último $947.00Periodo -21.0%
Fair value: $947.00

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

+6.7%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

0.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.52B · net income $-14.6M · FCF $-5.4M

2022-FY → 2025-FY

Gross margin

19.9%-6.7% pts

Operating margin

0.9%-6.5% pts

Net margin

-0.2%-6.3% pts

FCF margin

-0.1%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.52B$6.52B$7.09B$6.48B$5.36B
Net Income$-14.6M$-14.6M$509.6M$477.0M$327.5M
EBITDA$66.5M$66.5M$744.2M$722.3M$529.1M
EPS-3.29-3.29115.13107.6573.96
Gross Margin19.9%19.9%26.5%27.7%26.6%
Operating Margin0.9%0.9%8.5%10.1%7.4%
Net Margin-0.2%-0.2%7.2%7.4%6.1%
Balance Sheet
Debt/Equity0.280.280.230.290.25
Current Ratio1.781.78———
Cash Flow
Free Cash Flow$-5.4M$-5.4M$189.6M$-157.8M$-126.4M
Returns
ROE-0.6%-0.6%20.0%22.9%20.0%
Valuation
P/E——20.4533.9525.66
EV/EBITDA64.9664.9614.1022.5315.66
P/B1.701.704.097.785.12
Growth & Yield
Revenue Growth-8.1%-8.1%9.5%20.8%—
EPS Growth-102.9%-102.9%6.9%45.6%—
Dividend Yield3.1%3.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -1.3%

Total return

-1.3%

Start / end P/E

n/dx → n/dx

EPS bridge

115.13 → -3.29

Residual

-4.3%

EPS growthn/d
Multiple reratingn/d
Dividend+3.1%
Residual / FX / buybacks / cross-term-4.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.