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6666.T$1171.00-4.17%
Fair $1171.00+0.0%

6666.T

River Eletec Corporation

Technology / Electronic ComponentsTokyo

$1171.00

-51.00 (-4.17%)

Fairly Valued+0.0%Fair Value $1171.00Fund rank 24/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Margin CompressionLow 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 16%

FCF escenarios

weak_data · normalized FCF $286.8M · quality 36.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

34/100

D

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -1.8%, below the 5% threshold
Thesis & Journal · 6666.TLocal privado en este navegador · River Eletec 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

$9.6B

P/E

N/A

•

EV/EBITDA

18.6x

↑

ROE

-1.8%

↓

Gross Margin

22.1%

↓

Debt/Equity

1.05

↑
52-Week Range$1171
$358$1474

TradingView lightweight chart

6666.T price, volumen y niveles de valoración

Último $1,171Periodo -6.3%
Fair value: $1,171

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

-8.4%

FCF CAGR

—

FCF margin

-14.6%

FCF / Net income

10.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.70B · net income $-79.5M · FCF $-830.0M

2022-FY → 2025-FY

Gross margin

22.1%-11.6% pts

Operating margin

-1.3%-18.1% pts

Net margin

-1.4%-16.4% pts

FCF margin

-14.6%-14.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.70B$5.70B$5.45B$6.86B$7.42B
Net Income$-79.5M$-79.5M$-133.3M$894.0M$1.11B
EBITDA$619.6M$619.6M$575.5M$1.82B$1.89B
EPS-9.66-9.66-15.92103.59130.78
Gross Margin22.1%22.1%23.5%35.4%33.7%
Operating Margin-1.3%-1.3%0.2%16.4%16.8%
Net Margin-1.4%-1.4%-2.4%13.0%15.0%
Balance Sheet
Debt/Equity1.051.050.890.780.92
Current Ratio2.522.52———
Cash Flow
Free Cash Flow$-830.0M$-830.0M$309.4M$286.8M$-21.7M
Returns
ROE-1.8%-1.8%-3.0%18.6%28.5%
Valuation
P/E———6.837.80
EV/EBITDA18.5918.5910.864.035.46
P/B2.142.141.141.272.22
Growth & Yield
Revenue Growth4.5%4.5%-20.4%-7.6%—
EPS Growth39.3%39.3%-115.4%-20.8%—
Dividend Yield0.9%0.9%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +204.2%

Total return

+204.2%

Start / end P/E

n/dx → n/dx

EPS bridge

-15.92 → -9.66

Residual

+203.4%

EPS growthn/d
Multiple reratingn/d
Dividend+0.9%
Residual / FX / buybacks / cross-term+203.4%

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.