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6769.T$1153.00-7.69%
Fair $1153.00+0.0%

6769.T

THine Electronics, Inc.

Technology / SemiconductorsTokyo

$1153.00

-96.00 (-7.69%)

Fairly Valued+0.0%Fair Value $1153.00Fund rank 21/100 · Data gapFallback financials|
SA 22/D
F-Score: 1/9
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 14%

FCF escenarios

weak_data · normalized FCF $-73.7M · quality 27.7/100

Data gap 21/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

22/100

D

Piotroski

1/9

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 -3.8%, below the 5% threshold
Thesis & Journal · 6769.TLocal privado en este navegador · THine Electronics, Inc.
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

$12.1B

P/E

N/A

•

EV/EBITDA

N/A

•

ROE

-3.8%

↓

Gross Margin

49.3%

↑

Debt/Equity

N/A

•
52-Week Range$1153
$775$1393

TradingView lightweight chart

6769.T price, volumen y niveles de valoración

Último $1,153Periodo -43.6%
Fair value: $1,153

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

-5.3%

FCF CAGR

—

FCF margin

-15.3%

FCF / Net income

2.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.64B · net income $-334.3M · FCF $-707.6M

2022-FY → 2025-FY

Gross margin

49.3%-5.5% pts

Operating margin

-7.4%-18.4% pts

Net margin

-7.2%-22.2% pts

FCF margin

-15.3%-11.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.64B$4.64B$4.61B$5.02B$5.46B
Net Income$-334.3M$-334.3M$339.8M$-69.8M$820.2M
EBITDA$-180.3M$-180.3M$499.3M$288.2M$1.17B
EPS-31.30-31.3031.54-6.4475.71
Gross Margin49.3%49.3%54.8%48.5%54.8%
Operating Margin-7.4%-7.4%0.6%-0.8%11.0%
Net Margin-7.2%-7.2%7.4%-1.4%15.0%
Balance Sheet
Current Ratio9.989.98———
Cash Flow
Free Cash Flow$-707.6M$-707.6M$-73.7M$402.5M$-191.5M
Returns
ROE-3.8%-3.8%3.6%-0.7%8.5%
Valuation
P/E——28.73—11.28
EV/EBITDA——4.926.411.67
P/B1.401.401.030.990.96
Growth & Yield
Revenue Growth0.5%0.5%-8.1%-8.0%—
EPS Growth-199.2%-199.2%589.8%-108.5%—
Dividend Yield1.2%1.2%———

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 +33.3%

Total return

+33.3%

Start / end P/E

n/dx → n/dx

EPS bridge

31.54 → -31.30

Residual

+32.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.2%
Residual / FX / buybacks / cross-term+32.1%

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.