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6654.T$1096.00+0.18%
Fair $1096.00+0.0%

6654.T

Fuji Electric Industry Co., Ltd.

Industrials / Electrical Equipment & PartsTokyo

$1096.00

+2.00 (+0.18%)

Fairly Valued+0.0%Fair Value $1096.00Fund rank 38/100 · Data gapFallback financials|
SA 47/C
F-Score: 4/9
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $323.5M · quality 83.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 83/100Data 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

47/100

C

Piotroski

4/9

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 2.3%, below the 5% threshold
Thesis & Journal · 6654.TLocal privado en este navegador · Fuji Electric Industry 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

$5.7B

P/E

24.8x

↑

EV/EBITDA

4.3x

↓

ROE

2.3%

↓

Gross Margin

31.8%

↑

Debt/Equity

0.01

↓
52-Week Range$1096
$1040$1139

TradingView lightweight chart

6654.T price, volumen y niveles de valoración

Último $1,096Periodo +16.6%
Fair value: $1,096

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

+1.8%

FCF CAGR

+12.1%

FCF margin

7.9%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.93B · net income $240.5M · FCF $310.8M

2022-FY → 2025-FY

Gross margin

31.8%+0.1% pts

Operating margin

7.7%+1.5% pts

Net margin

6.1%+1.0% pts

FCF margin

7.9%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.93B$3.93B$3.72B$3.71B$3.72B
Net Income$240.5M$240.5M$349.9M$262.5M$191.2M
EBITDA$546.4M$546.4M$722.6M$601.3M$577.9M
EPS43.8843.8862.9546.7033.26
Gross Margin31.8%31.8%35.6%34.9%31.8%
Operating Margin7.7%7.7%10.7%9.5%6.2%
Net Margin6.1%6.1%9.4%7.1%5.1%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio12.1312.13———
Cash Flow
Free Cash Flow$310.8M$310.8M$331.8M$323.5M$220.6M
Returns
ROE2.3%2.3%3.3%2.6%1.9%
Valuation
P/E24.8124.8118.1923.1333.25
EV/EBITDA4.294.292.562.873.33
P/B0.580.580.610.600.62
Growth & Yield
Revenue Growth5.5%5.5%0.4%-0.4%—
EPS Growth-30.3%-30.3%34.8%40.4%—
Dividend Yield2.9%2.9%———

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

30.4%

muy exigente

EPS terminal req.

$97.25

Spread vs growth

-60.7%

5Y implied EPS CAGR

21.8%

exigente

EPS terminal req.

$117.67

Spread vs growth

-52.1%

10Y implied EPS CAGR

15.8%

exigente

EPS terminal req.

$189.52

Spread vs growth

-46.0%

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 +6.3%

Total return

+6.3%

Start / end P/E

16.8x → 25.0x

EPS bridge

62.95 → 43.88

Residual

-14.6%

EPS growth-30.3%
Multiple rerating+48.3%
Dividend+2.9%
Residual / FX / buybacks / cross-term-14.6%

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.