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6798.T$3485.00-0.99%
Fair $3485.00+0.0%

6798.T

SMK Corporation

Technology / Electronic ComponentsTokyo

$3485.00

-35.00 (-0.99%)

Fairly Valued+0.0%Fair Value $3485.00Fund rank 25/100 · Data gapFallback financials|
SA 45/C
F-Score: 8/9
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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $233.0M · quality 41.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

45/100

C

Piotroski

8/9

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 0.2%, below the 5% threshold
Thesis & Journal · 6798.TLocal privado en este navegador · SMK 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

$22.1B

P/E

396.0x

↑

EV/EBITDA

7.1x

↓

ROE

0.2%

↓

Gross Margin

19.5%

↓

Debt/Equity

0.46

↑
52-Week Range$3485
$2112$3735

TradingView lightweight chart

6798.T price, volumen y niveles de valoración

Último $3,485Periodo -33.6%
Fair value: $3,485

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

-4.2%

FCF CAGR

—

FCF margin

-0.5%

FCF / Net income

-4.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.20B · net income $56.0M · FCF $-248.0M

2023-FY → 2026-FY

Gross margin

19.5%+2.0% pts

Operating margin

0.9%-1.2% pts

Net margin

0.1%-2.3% pts

FCF margin

-0.5%-3.5% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$48.20B$48.20B$48.05B$46.52B$54.84B
Net Income$56.0M$56.0M$-1.88B$-489.0M$1.33B
EBITDA$3.74B$3.74B$1.60B$2.55B$4.96B
EPS8.878.87-297.39-74.94209.02
Gross Margin19.5%19.5%19.3%16.0%17.5%
Operating Margin0.9%0.9%-0.5%-2.7%2.1%
Net Margin0.1%0.1%-3.9%-1.1%2.4%
Balance Sheet
Debt/Equity0.460.460.530.450.40
Current Ratio2.142.14———
Cash Flow
Free Cash Flow$-248.0M$-248.0M$233.0M$1.28B$1.63B
Returns
ROE0.2%0.2%-6.4%-1.5%4.1%
Valuation
P/E396.02396.02——11.58
EV/EBITDA7.117.1111.708.003.89
P/B0.710.710.470.510.48
Growth & Yield
Revenue Growth0.3%0.3%3.3%-15.2%—
EPS Growth103.0%103.0%-296.8%-135.9%—
Dividend Yield2.8%2.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

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

3Y implied EPS CAGR

226.7%

muy exigente

EPS terminal req.

$309.24

Spread vs growth

-123.7%

5Y implied EPS CAGR

111.4%

muy exigente

EPS terminal req.

$374.18

Spread vs growth

-8.4%

10Y implied EPS CAGR

52.5%

muy exigente

EPS terminal req.

$602.61

Spread vs growth

50.5%

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 +63.5%

Total return

+63.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-297.39 → 8.87

Residual

+60.7%

EPS growthn/d
Multiple reratingn/d
Dividend+2.8%
Residual / FX / buybacks / cross-term+60.7%

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.