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6817.T$1500.00-1.38%
Fair $1500.00+0.0%

6817.T

Sumida Corporation

Technology / Electronic ComponentsTokyo

$1500.00

-21.00 (-1.38%)

Fairly Valued+0.0%Fair Value $1500.00Fund rank 33/100 · Data gapFallback financials|
SA 65/B
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.4B · quality 64.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 67/100Data 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

65/100

B

Piotroski

6/9

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 · 6817.TLocal privado en este navegador · Sumida 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

$49.6B

P/E

13.7x

↓

EV/EBITDA

5.6x

↓

ROE

5.8%

↑

Gross Margin

14.2%

↓

Debt/Equity

1.03

↑
52-Week Range$1500
$925$1545

TradingView lightweight chart

6817.T price, volumen y niveles de valoración

Último $1,500Periodo -56.0%
Fair value: $1,500

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

+2.0%

FCF CAGR

+87.1%

FCF margin

6.2%

FCF / Net income

2.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $147.19B · net income $3.62B · FCF $9.11B

2022-FY → 2025-FY

Gross margin

14.2%+0.3% pts

Operating margin

5.1%-0.9% pts

Net margin

2.5%-1.2% pts

FCF margin

6.2%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$147.19B$147.19B$143.98B$147.67B$138.60B
Net Income$3.62B$3.62B$590.0M$5.06B$5.10B
EBITDA$19.34B$19.34B$15.57B$17.97B$16.44B
EPS109.18109.1817.80164.71185.48
Gross Margin14.2%14.2%12.5%14.3%13.9%
Operating Margin5.1%5.1%3.1%5.8%5.9%
Net Margin2.5%2.5%0.4%3.4%3.7%
Balance Sheet
Debt/Equity1.031.030.991.041.25
Current Ratio1.191.19———
Cash Flow
Free Cash Flow$9.11B$9.11B$5.92B$7.43B$1.39B
Returns
ROE5.8%5.8%1.0%9.2%10.9%
Valuation
P/E13.7413.7449.837.097.53
EV/EBITDA5.565.565.345.015.72
P/B0.800.800.500.650.82
Growth & Yield
Revenue Growth2.2%2.2%-2.5%6.5%—
EPS Growth513.4%513.4%-89.2%-11.2%—
Dividend Yield3.5%3.5%———

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

6.8%

razonable

EPS terminal req.

$133.10

Spread vs growth

506.5%

5Y implied EPS CAGR

8.1%

razonable

EPS terminal req.

$161.05

Spread vs growth

505.3%

10Y implied EPS CAGR

9.0%

razonable

EPS terminal req.

$259.37

Spread vs growth

504.3%

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 +61.9%

Total return

+61.9%

Start / end P/E

53.2x → 13.7x

EPS bridge

17.80 → 109.18

Residual

-380.8%

EPS growth+513.4%
Multiple rerating-74.2%
Dividend+3.5%
Residual / FX / buybacks / cross-term-380.8%

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.