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6914.T$4270.00-2.51%
Fair $4270.00+0.0%

6914.T

OPTEX GROUP Company, Limited

Technology / Electronic ComponentsTokyo

$4270.00

-110.00 (-2.51%)

Fairly Valued+0.0%Fair Value $4270.00Fund rank 32/100 · Data gapFallback financials|
SA 69/B
F-Score: 7/9

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.7B · quality 58.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

69/100

B

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: 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 · 6914.TLocal privado en este navegador · OPTEX GROUP Company, Limited
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

$152.2B

P/E

23.3x

↑

EV/EBITDA

12.4x

↓

ROE

11.8%

↑

Gross Margin

52.1%

↑

Debt/Equity

0.11

↓
52-Week Range$4270
$1500$4755

TradingView lightweight chart

6914.T price, volumen y niveles de valoración

Último $4,270Periodo +1923.3%
Fair value: $4,270

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

+6.3%

FCF CAGR

+169.9%

FCF margin

8.6%

FCF / Net income

0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $65.88B · net income $6.59B · FCF $5.68B

2022-FY → 2025-FY

Gross margin

52.1%+1.0% pts

Operating margin

12.4%+0.9% pts

Net margin

10.0%+1.3% pts

FCF margin

8.6%+8.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$65.88B$65.88B$63.27B$56.37B$54.81B
Net Income$6.59B$6.59B$5.69B$4.61B$4.75B
EBITDA$11.06B$11.06B$9.71B$8.68B$8.49B
EPS183.64183.64158.68128.68132.86
Gross Margin52.1%52.1%50.4%51.0%51.1%
Operating Margin12.4%12.4%11.3%10.5%11.5%
Net Margin10.0%10.0%9.0%8.2%8.7%
Balance Sheet
Debt/Equity0.110.110.180.240.27
Current Ratio3.913.91———
Cash Flow
Free Cash Flow$5.68B$5.68B$5.92B$777.0M$289.0M
Returns
ROE11.8%11.8%11.4%10.4%12.0%
Valuation
P/E23.2723.2711.0413.2213.86
EV/EBITDA12.3812.385.226.277.00
P/B2.732.731.251.381.66
Growth & Yield
Revenue Growth4.1%4.1%12.2%2.8%—
EPS Growth15.7%15.7%23.3%-3.1%—
Dividend Yield1.5%1.5%———

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

27.3%

muy exigente

EPS terminal req.

$378.89

Spread vs growth

-11.6%

5Y implied EPS CAGR

20.1%

exigente

EPS terminal req.

$458.46

Spread vs growth

-4.3%

10Y implied EPS CAGR

14.9%

razonable

EPS terminal req.

$738.35

Spread vs growth

0.8%

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 +181.1%

Total return

+181.1%

Start / end P/E

9.6x → 23.3x

EPS bridge

158.68 → 183.64

Residual

+22.3%

EPS growth+15.7%
Multiple rerating+141.6%
Dividend+1.5%
Residual / FX / buybacks / cross-term+22.3%

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.