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6625.T$337.00+2.43%
Fair $337.00+0.0%

6625.T

JALCO Holdings Inc.

Technology / SemiconductorsTokyo

$337.00

+8.00 (+2.43%)

Fairly Valued+0.0%Fair Value $337.00Fund rank 17/100 · Data gapFallback financials|
SA 37/D
F-Score: 3/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-4.9B · quality 21.3/100

Data gap 17/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 2/100Data 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

37/100

D

Piotroski

3/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.67, above the 2.0 threshold ROE is 0.3%, below the 5% threshold
Thesis & Journal · 6625.TLocal privado en este navegador · JALCO Holdings 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

$37.3B

P/E

20.6x

↓

EV/EBITDA

25.2x

↑

ROE

0.3%

↓

Gross Margin

50.7%

↑

Debt/Equity

2.67

↑
52-Week Range$337
$289$448

TradingView lightweight chart

6625.T price, volumen y niveles de valoración

Último $337.00Periodo -81.8%
Fair value: $337.00

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

+35.1%

FCF CAGR

—

FCF margin

-79.0%

FCF / Net income

-82.33x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.86B · net income $65.8M · FCF $-5.42B

2022-FY → 2025-FY

Gross margin

50.7%-26.0% pts

Operating margin

36.9%-22.5% pts

Net margin

1.0%-31.6% pts

FCF margin

-79.0%+403.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.86B$6.86B$12.74B$4.96B$2.78B
Net Income$65.8M$65.8M$4.16B$1.82B$906.9M
EBITDA$3.30B$3.30B$7.69B$4.21B$2.36B
EPS0.610.6139.3017.228.21
Gross Margin50.7%50.7%57.2%79.0%76.7%
Operating Margin36.9%36.9%49.9%65.1%59.3%
Net Margin1.0%1.0%32.6%36.7%32.6%
Balance Sheet
Debt/Equity2.672.672.362.212.15
Current Ratio2.362.36———
Cash Flow
Free Cash Flow$-5.42B$-5.42B$-3.24B$-4.91B$-13.43B
Returns
ROE0.3%0.3%21.7%11.7%6.5%
Valuation
P/E20.6520.658.8313.4121.68
EV/EBITDA25.2325.2310.3413.2920.20
P/B1.901.901.921.561.35
Growth & Yield
Revenue Growth-46.2%-46.2%156.6%78.4%—
EPS Growth-98.4%-98.4%128.2%109.7%—
Dividend Yield5.5%5.5%———

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

266.0%

muy exigente

EPS terminal req.

$29.90

Spread vs growth

-364.4%

5Y implied EPS CAGR

126.3%

muy exigente

EPS terminal req.

$36.18

Spread vs growth

-224.7%

10Y implied EPS CAGR

57.8%

muy exigente

EPS terminal req.

$58.27

Spread vs growth

-156.2%

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 +20.9%

Total return

+20.9%

Start / end P/E

7.4x → 552.5x

EPS bridge

39.30 → 0.61

Residual

-7221.6%

EPS growth-98.4%
Multiple rerating+7335.5%
Dividend+5.5%
Residual / FX / buybacks / cross-term-7221.6%

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.