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6629.T$1026.00-1.77%
Fair $1026.00+0.0%

6629.T

Techno Horizon Co.,Ltd.

Technology / Electronic ComponentsTokyo

$1026.00

-19.00 (-1.77%)

Fairly Valued+0.0%Fair Value $1026.00Fund rank 24/100 · Data gapFallback financials|
SA 28/D
F-Score: 3/9
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 17%

FCF escenarios

weak_data · normalized FCF $511.4M · quality 33.0/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

28/100

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: 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 -6.1%, below the 5% threshold
Thesis & Journal · 6629.TLocal privado en este navegador · Techno Horizon 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

$13.8B

P/E

N/A

•

EV/EBITDA

19.1x

↑

ROE

-6.1%

↓

Gross Margin

20.5%

↓

Debt/Equity

1.64

↑
52-Week Range$1026
$338$1569

TradingView lightweight chart

6629.T price, volumen y niveles de valoración

Último $1,056Periodo +256.8%
Fair value: $1,026

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

+13.6%

FCF CAGR

+22.4%

FCF margin

1.0%

FCF / Net income

-0.83x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $50.62B · net income $-616.2M · FCF $511.4M

2022-FY → 2025-FY

Gross margin

20.5%-5.9% pts

Operating margin

0.7%-1.4% pts

Net margin

-1.2%-2.5% pts

FCF margin

1.0%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$50.62B$50.62B$48.62B$43.77B$34.52B
Net Income$-616.2M$-616.2M$1.00B$-1.55B$431.1M
EBITDA$1.42B$1.42B$2.95B$933.9M$2.37B
EPS-45.72-45.7274.30-115.26—
Gross Margin20.5%20.5%21.4%20.2%26.3%
Operating Margin0.7%0.7%2.1%-1.2%2.2%
Net Margin-1.2%-1.2%2.1%-3.5%1.2%
Balance Sheet
Debt/Equity1.641.641.601.871.47
Current Ratio1.301.30———
Cash Flow
Free Cash Flow$511.4M$511.4M$749.9M$-1.98B$278.9M
Returns
ROE-6.1%-6.1%10.2%-17.8%4.4%
Valuation
P/E——6.61——
EV/EBITDA19.0619.066.4819.708.07
P/B1.371.370.680.660.92
Growth & Yield
Revenue Growth4.1%4.1%11.1%26.8%—
EPS Growth-161.5%-161.5%164.5%——
Dividend Yield6.3%6.3%———

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 +211.5%

Total return

+211.5%

Start / end P/E

n/dx → n/dx

EPS bridge

74.30 → -45.72

Residual

+205.2%

EPS growthn/d
Multiple reratingn/d
Dividend+6.3%
Residual / FX / buybacks / cross-term+205.2%

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.