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6882.T$1297.00-2.41%
Fair $1297.00+0.0%

6882.T

Sansha Electric Manufacturing Co.,Ltd.

Industrials / Electrical Equipment & PartsTokyo

$1297.00

-32.00 (-2.41%)

Fairly Valued+0.0%Fair Value $1297.00Fund rank 26/100 · Data gapFallback financials|
SA 60/B
F-Score: 3/9
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 $-999.0M · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

60/100

B

Piotroski

3/9

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 2.1%, below the 5% threshold
Thesis & Journal · 6882.TLocal privado en este navegador · Sansha Electric Manufacturing 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

$17.3B

P/E

45.2x

↑

EV/EBITDA

6.8x

↓

ROE

2.1%

↓

Gross Margin

24.7%

↓

Debt/Equity

0.14

↓
52-Week Range$1297
$786$1554

TradingView lightweight chart

6882.T price, volumen y niveles de valoración

Último $1,297Periodo +88.0%
Fair value: $1,297

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

+3.9%

FCF CAGR

—

FCF margin

-6.0%

FCF / Net income

-3.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $25.44B · net income $502.0M · FCF $-1.52B

2022-FY → 2025-FY

Gross margin

24.7%+0.7% pts

Operating margin

4.2%-1.6% pts

Net margin

2.0%-3.1% pts

FCF margin

-6.0%-8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$25.44B$25.44B$31.00B$28.09B$22.68B
Net Income$502.0M$502.0M$2.96B$1.24B$1.15B
EBITDA$2.17B$2.17B$4.39B$2.55B$2.29B
EPS37.8037.80222.1995.3383.30
Gross Margin24.7%24.7%27.7%23.1%24.0%
Operating Margin4.2%4.2%11.0%5.8%5.8%
Net Margin2.0%2.0%9.5%4.4%5.1%
Balance Sheet
Debt/Equity0.140.140.050.010.01
Current Ratio3.343.34———
Cash Flow
Free Cash Flow$-1.52B$-1.52B$1.37B$-999.0M$602.0M
Returns
ROE2.1%2.1%12.1%5.9%5.8%
Valuation
P/E45.1845.187.579.758.97
EV/EBITDA6.826.824.033.272.34
P/B0.710.710.920.570.52
Growth & Yield
Revenue Growth-17.9%-17.9%10.4%23.9%—
EPS Growth-83.0%-83.0%133.1%14.4%—
Dividend Yield4.5%4.5%———

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

44.9%

muy exigente

EPS terminal req.

$115.09

Spread vs growth

-127.9%

5Y implied EPS CAGR

29.8%

muy exigente

EPS terminal req.

$139.26

Spread vs growth

-112.8%

10Y implied EPS CAGR

19.5%

exigente

EPS terminal req.

$224.27

Spread vs growth

-102.5%

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 +68.1%

Total return

+68.1%

Start / end P/E

3.6x → 34.3x

EPS bridge

222.19 → 37.80

Residual

-714.8%

EPS growth-83.0%
Multiple rerating+861.4%
Dividend+4.5%
Residual / FX / buybacks / cross-term-714.8%

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.