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6832.T$2850.00-2.09%
Fair $2850.00+0.0%

6832.T

AOI Electronics Co., Ltd.

Technology / SemiconductorsTokyo

$2850.00

-61.00 (-2.09%)

Fairly Valued+0.0%Fair Value $2850.00Fund rank 24/100 · Data gapFallback financials|
SA 45/C
F-Score: 7/9
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 18%

FCF escenarios

weak_data · normalized FCF $-430.8M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

7/9

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 0.4%, below the 5% threshold
Thesis & Journal · 6832.TLocal privado en este navegador · AOI Electronics 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

$31.9B

P/E

453.1x

↑

EV/EBITDA

7.4x

↓

ROE

0.4%

↓

Gross Margin

14.9%

↓

Debt/Equity

0.04

↓
52-Week Range$2850
$1640$3240

TradingView lightweight chart

6832.T price, volumen y niveles de valoración

Último $2,859Periodo -15.9%
Fair value: $2,850

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

-6.9%

FCF CAGR

—

FCF margin

-7.1%

FCF / Net income

-13.90x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $34.97B · net income $178.0M · FCF $-2.48B

2022-FY → 2025-FY

Gross margin

14.9%-3.1% pts

Operating margin

1.3%-6.4% pts

Net margin

0.5%-5.9% pts

FCF margin

-7.1%-10.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$34.97B$34.97B$33.94B$37.23B$43.35B
Net Income$178.0M$178.0M$-5.26B$15.0M$2.80B
EBITDA$2.15B$2.15B$-1.23B$3.54B$7.15B
EPS15.9015.90-439.811.25—
Gross Margin14.9%14.9%8.1%12.1%18.0%
Operating Margin1.3%1.3%-4.6%0.4%7.6%
Net Margin0.5%0.5%-15.5%0.0%6.5%
Balance Sheet
Debt/Equity0.040.040.020.010.02
Current Ratio3.943.94———
Cash Flow
Free Cash Flow$-2.48B$-2.48B$-430.8M$-221.9M$1.29B
Returns
ROE0.4%0.4%-12.2%0.0%5.5%
Valuation
P/E453.10453.10—1521.60—
EV/EBITDA7.427.42—0.260.15
P/B0.740.740.690.450.47
Growth & Yield
Revenue Growth3.0%3.0%-8.8%-14.1%—
EPS Growth103.6%103.6%-35284.8%——
Dividend Yield1.9%1.9%———

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

151.5%

muy exigente

EPS terminal req.

$252.89

Spread vs growth

-47.9%

5Y implied EPS CAGR

80.7%

muy exigente

EPS terminal req.

$306.00

Spread vs growth

23.0%

10Y implied EPS CAGR

41.0%

muy exigente

EPS terminal req.

$492.81

Spread vs growth

62.6%

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 +73.1%

Total return

+73.1%

Start / end P/E

n/dx → n/dx

EPS bridge

-439.81 → 15.90

Residual

+71.2%

EPS growthn/d
Multiple reratingn/d
Dividend+1.9%
Residual / FX / buybacks / cross-term+71.2%

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.