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6907.T$631.00+1.61%
Fair $631.00+0.0%

6907.T

GEOMATEC Co., Ltd.

Technology / Electronic ComponentsTokyo

$631.00

+10.00 (+1.61%)

Fairly Valued+0.0%Fair Value $631.00Fund rank 30/100 · Data gapFallback financials|
SA 36/D
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 34% · confianza 20%

FCF escenarios

weak_data · normalized FCF $-495.1M · quality 54.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

36/100

D

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 4.0%, below the 5% threshold
Thesis & Journal · 6907.TLocal privado en este navegador · GEOMATEC 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

$5.0B

P/E

7.8x

↓

EV/EBITDA

7.3x

↓

ROE

4.0%

↓

Gross Margin

29.1%

↓

Debt/Equity

0.22

↑
52-Week Range$631
$614$1432

TradingView lightweight chart

6907.T price, volumen y niveles de valoración

Último $631.00Periodo -61.3%
Fair value: $631.00

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

-3.3%

FCF CAGR

—

FCF margin

2.1%

FCF / Net income

0.30x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $5.28B · net income $360.5M · FCF $109.8M

2022-FY → 2025-FY

Gross margin

29.1%+1.1% pts

Operating margin

6.1%+2.4% pts

Net margin

6.8%+15.9% pts

FCF margin

2.1%+12.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$5.28B$5.28B$4.61B$5.81B$5.85B
Net Income$360.5M$360.5M$-1.67B$-366.0M$-528.3M
EBITDA$544.2M$544.2M$-1.30B$23.1M$-272.9M
EPS45.5645.56-211.05-46.26-66.78
Gross Margin29.1%29.1%14.5%24.6%28.0%
Operating Margin6.1%6.1%-14.2%1.1%3.8%
Net Margin6.8%6.8%-36.2%-6.3%-9.0%
Balance Sheet
Debt/Equity0.220.220.250.210.26
Current Ratio2.152.15———
Cash Flow
Free Cash Flow$109.8M$109.8M$-1.97B$-495.1M$-601.4M
Returns
ROE4.0%4.0%-19.3%-3.6%-5.1%
Valuation
P/E7.817.81———
EV/EBITDA7.347.34—41.65—
P/B0.550.550.450.410.43
Growth & Yield
Revenue Growth14.7%14.7%-20.8%-0.6%—
EPS Growth121.6%121.6%-356.2%30.7%—

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

7.1%

razonable

EPS terminal req.

$55.99

Spread vs growth

114.5%

5Y implied EPS CAGR

8.3%

razonable

EPS terminal req.

$67.75

Spread vs growth

113.3%

10Y implied EPS CAGR

9.1%

razonable

EPS terminal req.

$109.11

Spread vs growth

112.5%

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 -18.6%

Total return

-18.6%

Start / end P/E

n/dx → n/dx

EPS bridge

-211.05 → 45.56

Residual

-18.6%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term-18.6%

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.