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6663.T$352.00-10.89%
Fair $352.00+0.0%

6663.T

Taiyo Technolex Co.,Ltd.

Technology / Electronic ComponentsTokyo

$352.00

-43.00 (-10.89%)

Fairly Valued+0.0%Fair Value $352.00Fund rank 28/100 · Data gapFallback financials|
SA 55/C
F-Score: 5/9

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 $-108.9M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

55/100

C

Piotroski

5/9

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 · 6663.TLocal privado en este navegador · Taiyo Technolex 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

$2.1B

P/E

15.4x

↓

EV/EBITDA

4.6x

↓

ROE

5.1%

↑

Gross Margin

30.0%

↓

Debt/Equity

0.21

↑
52-Week Range$352
$240$463

TradingView lightweight chart

6663.T price, volumen y niveles de valoración

Último $352.00Periodo -88.1%
Fair value: $352.00

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

+1.1%

FCF CAGR

—

FCF margin

-2.9%

FCF / Net income

-0.80x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.75B · net income $136.7M · FCF $-108.9M

2022-FY → 2025-FY

Gross margin

30.0%+1.2% pts

Operating margin

3.8%+4.6% pts

Net margin

3.6%+2.5% pts

FCF margin

-2.9%-6.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.75B$3.75B$3.52B$3.41B$3.63B
Net Income$136.7M$136.7M$-79.8M$-126.5M$39.8M
EBITDA$308.9M$308.9M$100.8M$4.6M$158.3M
EPS——-13.35-21.286.70
Gross Margin30.0%30.0%28.7%27.7%28.7%
Operating Margin3.8%3.8%-1.5%-4.2%-0.8%
Net Margin3.6%3.6%-2.3%-3.7%1.1%
Balance Sheet
Debt/Equity0.210.210.280.300.31
Current Ratio2.752.75———
Cash Flow
Free Cash Flow$-108.9M$-108.9M$212.2M$-203.3M$145.9M
Returns
ROE5.1%5.1%-3.2%-5.0%1.5%
Valuation
P/E15.4215.42——60.60
EV/EBITDA4.604.608.98301.1810.78
P/B0.790.790.640.770.91
Growth & Yield
Revenue Growth6.6%6.6%3.2%-5.9%—
EPS Growth——37.3%-417.6%—
Dividend Yield0.8%0.8%———

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 +37.7%

Total return

+37.7%

Start / end P/E

n/dx → n/dx

EPS bridge

-13.35 → n/d

Residual

+37.0%

EPS growthn/d
Multiple reratingn/d
Dividend+0.8%
Residual / FX / buybacks / cross-term+37.0%

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.