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6653.T$2141.00-4.08%
Fair $2141.00+0.0%

6653.T

Seiko Electric Co., Ltd.

Technology / Electronic ComponentsTokyo

$2141.00

-91.00 (-4.08%)

Fairly Valued+0.0%Fair Value $2141.00Fund rank 28/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $2.1B · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

59/100

C

Piotroski

7/9

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 · 6653.TLocal privado en este navegador · Seiko 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

$29.0B

P/E

14.2x

↓

EV/EBITDA

7.4x

↓

ROE

11.3%

↑

Gross Margin

19.0%

↓

Debt/Equity

0.05

↓
52-Week Range$2141
$1268$2855

TradingView lightweight chart

6653.T price, volumen y niveles de valoración

Último $2,141Periodo +102.9%
Fair value: $2,141

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

+7.9%

FCF CAGR

—

FCF margin

6.7%

FCF / Net income

1.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $31.38B · net income $2.04B · FCF $2.11B

2022-FY → 2025-FY

Gross margin

19.0%+1.1% pts

Operating margin

8.3%+2.6% pts

Net margin

6.5%+2.2% pts

FCF margin

6.7%+9.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$31.38B$31.38B$29.10B$27.07B$25.01B
Net Income$2.04B$2.04B$1.54B$1.20B$1.08B
EBITDA$3.59B$3.59B$2.79B$2.24B$2.04B
EPS150.72150.72124.2198.9289.25
Gross Margin19.0%19.0%17.8%17.3%17.9%
Operating Margin8.3%8.3%6.9%6.0%5.8%
Net Margin6.5%6.5%5.3%4.4%4.3%
Balance Sheet
Debt/Equity0.050.050.170.250.45
Current Ratio1.541.54———
Cash Flow
Free Cash Flow$2.11B$2.11B$-60.0M$2.24B$-626.0M
Returns
ROE11.3%11.3%9.7%9.1%9.4%
Valuation
P/E14.2114.219.3211.0310.52
EV/EBITDA7.437.434.986.367.03
P/B1.601.600.901.000.99
Growth & Yield
Revenue Growth7.8%7.8%7.5%8.3%—
EPS Growth21.3%21.3%25.6%10.8%—
Dividend Yield2.5%2.5%———

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

8.0%

razonable

EPS terminal req.

$189.98

Spread vs growth

13.3%

5Y implied EPS CAGR

8.8%

razonable

EPS terminal req.

$229.87

Spread vs growth

12.5%

10Y implied EPS CAGR

9.4%

razonable

EPS terminal req.

$370.21

Spread vs growth

11.9%

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 +67.8%

Total return

+67.8%

Start / end P/E

10.4x → 14.2x

EPS bridge

124.21 → 150.72

Residual

+7.7%

EPS growth+21.3%
Multiple rerating+36.2%
Dividend+2.5%
Residual / FX / buybacks / cross-term+7.7%

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.