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6626.T$2226.00+0.04%
Fair $2226.00+0.0%

6626.T

SEMITEC Corporation

Technology / Electronic ComponentsTokyo

$2226.00

+1.00 (+0.04%)

Fairly Valued+0.0%Fair Value $2226.00Fund rank 38/100 · Data gapFallback financials|
SA 63/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.8B · quality 81.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 81/100Data 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

63/100

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 · 6626.TLocal privado en este navegador · SEMITEC Corporation
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

$21.4B

P/E

8.1x

↓

EV/EBITDA

2.6x

↓

ROE

13.4%

↑

Gross Margin

38.6%

↑

Debt/Equity

0.12

↓
52-Week Range$2226
$1828$3005

TradingView lightweight chart

6626.T price, volumen y niveles de valoración

Último $2,226Periodo +540.6%
Fair value: $2,226

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

+6.3%

FCF CAGR

+35.0%

FCF margin

20.5%

FCF / Net income

1.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.33B · net income $3.11B · FCF $5.19B

2022-FY → 2025-FY

Gross margin

38.6%+1.1% pts

Operating margin

15.5%+0.0% pts

Net margin

12.3%-0.5% pts

FCF margin

20.5%+10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.33B$25.33B$22.68B$23.23B$21.07B
Net Income$3.11B$3.11B$2.15B$3.16B$2.70B
EBITDA$5.54B$5.54B$4.43B$5.40B$4.54B
EPS291.69291.69191.94277.68237.39
Gross Margin38.6%38.6%38.5%37.7%37.6%
Operating Margin15.5%15.5%15.8%15.8%15.4%
Net Margin12.3%12.3%9.5%13.6%12.8%
Balance Sheet
Debt/Equity0.120.120.140.170.24
Current Ratio4.784.78———
Cash Flow
Free Cash Flow$5.19B$5.19B$3.73B$4.80B$2.11B
Returns
ROE13.4%13.4%10.0%16.7%17.3%
Valuation
P/E8.068.069.338.087.49
EV/EBITDA2.602.602.833.694.07
P/B1.021.020.941.351.30
Growth & Yield
Revenue Growth11.7%11.7%-2.4%10.3%—
EPS Growth52.0%52.0%-30.9%17.0%—
Dividend Yield4.6%4.6%———

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

-12.2%

fácil

EPS terminal req.

$197.52

Spread vs growth

64.2%

5Y implied EPS CAGR

-3.9%

fácil

EPS terminal req.

$239.00

Spread vs growth

55.9%

10Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$384.91

Spread vs growth

49.2%

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 +22.4%

Total return

+22.4%

Start / end P/E

9.8x → 7.6x

EPS bridge

191.94 → 291.69

Residual

-11.7%

EPS growth+52.0%
Multiple rerating-22.5%
Dividend+4.6%
Residual / FX / buybacks / cross-term-11.7%

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.