StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
6800.T$5070.00-1.93%
Fair $5070.00+0.0%

6800.T

Yokowo Co., Ltd.

Technology / Electronic ComponentsTokyo

$5070.00

-100.00 (-1.93%)

Fairly Valued+0.0%Fair Value $5070.00Fund rank 28/100 · Data gapFallback financials|
SA 71/B
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 $2.1B · quality 48.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

71/100

B

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 4.3%, below the 5% threshold
Thesis & Journal · 6800.TLocal privado en este navegador · Yokowo 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

$118.2B

P/E

30.5x

↑

EV/EBITDA

14.8x

↑

ROE

4.3%

↓

Gross Margin

18.9%

↓

Debt/Equity

0.20

↓
52-Week Range$5070
$1181$5700

TradingView lightweight chart

6800.T price, volumen y niveles de valoración

Último $5,070Periodo +172.6%
Fair value: $5,070

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

+7.4%

FCF CAGR

—

FCF margin

3.8%

FCF / Net income

1.43x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $82.88B · net income $2.23B · FCF $3.18B

2022-FY → 2025-FY

Gross margin

18.9%-0.8% pts

Operating margin

5.1%-1.9% pts

Net margin

2.7%-4.3% pts

FCF margin

3.8%+6.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$82.88B$82.88B$76.89B$77.96B$66.85B
Net Income$2.23B$2.23B$1.51B$3.15B$4.66B
EBITDA$7.54B$7.54B$7.56B$8.38B$9.81B
EPS95.5895.5864.86135.01202.28
Gross Margin18.9%18.9%15.6%19.1%19.8%
Operating Margin5.1%5.1%2.1%6.1%7.0%
Net Margin2.7%2.7%2.0%4.0%7.0%
Balance Sheet
Debt/Equity0.200.200.270.240.18
Current Ratio2.802.80———
Cash Flow
Free Cash Flow$3.18B$3.18B$41.0M$2.08B$-1.59B
Returns
ROE4.3%4.3%3.0%6.7%10.5%
Valuation
P/E30.4630.4622.8614.4411.25
EV/EBITDA14.8014.803.904.654.73
P/B2.282.280.690.961.18
Growth & Yield
Revenue Growth7.8%7.8%-1.4%16.6%—
EPS Growth47.4%47.4%-52.0%-33.3%—
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%

3Y implied EPS CAGR

67.6%

muy exigente

EPS terminal req.

$449.88

Spread vs growth

-20.2%

5Y implied EPS CAGR

41.6%

muy exigente

EPS terminal req.

$544.35

Spread vs growth

5.8%

10Y implied EPS CAGR

24.8%

exigente

EPS terminal req.

$876.68

Spread vs growth

22.6%

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 +319.2%

Total return

+319.2%

Start / end P/E

18.7x → 53.0x

EPS bridge

64.86 → 95.58

Residual

+87.0%

EPS growth+47.4%
Multiple rerating+183.6%
Dividend+1.2%
Residual / FX / buybacks / cross-term+87.0%

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.