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6822.T$5920.00-1.00%
Fair $5920.00+0.0%

6822.T

Oi Electric Co., Ltd.

Technology / Communication EquipmentTokyo

$5920.00

-60.00 (-1.00%)

Fairly Valued+0.0%Fair Value $5920.00Fund rank 28/100 · Data gapFallback financials|
SA 68/B
F-Score: 8/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 45.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

68/100

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: 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 · 6822.TLocal privado en este navegador · Oi Electric 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

$7.9B

P/E

5.7x

↓

EV/EBITDA

4.5x

↓

ROE

14.9%

↑

Gross Margin

19.9%

↓

Debt/Equity

0.78

↑
52-Week Range$5920
$2484$6370

TradingView lightweight chart

6822.T price, volumen y niveles de valoración

Último $5,920Periodo +35.5%
Fair value: $5,920

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

+5.5%

FCF CAGR

—

FCF margin

7.9%

FCF / Net income

2.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $29.05B · net income $1.05B · FCF $2.28B

2022-FY → 2025-FY

Gross margin

19.9%+5.9% pts

Operating margin

5.1%+8.4% pts

Net margin

3.6%+7.8% pts

FCF margin

7.9%+16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$29.05B$29.05B$28.12B$22.93B$24.74B
Net Income$1.05B$1.05B$759.5M$-811.9M$-1.02B
EBITDA$2.08B$2.08B$1.32B$59.9M$-405.6M
EPS800.83800.83583.30-624.04-788.03
Gross Margin19.9%19.9%19.1%17.6%14.0%
Operating Margin5.1%5.1%3.3%-2.0%-3.3%
Net Margin3.6%3.6%2.7%-3.5%-4.1%
Balance Sheet
Debt/Equity0.780.781.041.401.12
Current Ratio1.571.57———
Cash Flow
Free Cash Flow$2.28B$2.28B$1.25B$-1.93B$-2.06B
Returns
ROE14.9%14.9%12.0%-15.9%-17.0%
Valuation
P/E5.735.733.22——
EV/EBITDA4.534.534.66138.23—
P/B1.101.100.390.640.52
Growth & Yield
Revenue Growth3.3%3.3%22.6%-7.3%—
EPS Growth37.3%37.3%193.5%20.8%—
Dividend Yield1.3%1.3%———

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

-13.1%

fácil

EPS terminal req.

$525.30

Spread vs growth

50.4%

5Y implied EPS CAGR

-4.5%

fácil

EPS terminal req.

$635.61

Spread vs growth

41.8%

10Y implied EPS CAGR

2.5%

fácil

EPS terminal req.

$1023.66

Spread vs growth

34.8%

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 +122.2%

Total return

+122.2%

Start / end P/E

4.6x → 7.4x

EPS bridge

583.30 → 800.83

Residual

+22.7%

EPS growth+37.3%
Multiple rerating+60.8%
Dividend+1.3%
Residual / FX / buybacks / cross-term+22.7%

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.