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6919.T$1351.00-1.96%
Fair $1351.00+0.0%

6919.T

KEL Corporation

Technology / Electronic ComponentsTokyo

$1351.00

-27.00 (-1.96%)

Fairly Valued+0.0%Fair Value $1351.00Fund rank 34/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
Declining RevenueLow 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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $733.0M · quality 70.7/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 60/100Data 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

42/100

C

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: 2unknown: 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. Revenue has declined for 2 consecutive years ROE is 2.6%, below the 5% threshold
Thesis & Journal · 6919.TLocal privado en este navegador · KEL Corporation
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

$9.8B

P/E

46.7x

↑

EV/EBITDA

3.5x

↓

ROE

2.6%

↓

Gross Margin

24.7%

↓

Debt/Equity

0.03

↓
52-Week Range$1351
$1277$1634

TradingView lightweight chart

6919.T price, volumen y niveles de valoración

Último $1,351Periodo +83.6%
Fair value: $1,351

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

-2.5%

FCF CAGR

-35.2%

FCF margin

2.0%

FCF / Net income

0.59x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.87B · net income $401.6M · FCF $234.9M

2022-FY → 2025-FY

Gross margin

24.7%-7.8% pts

Operating margin

5.0%-11.5% pts

Net margin

3.4%-8.0% pts

FCF margin

2.0%-4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.87B$11.87B$12.23B$14.50B$12.79B
Net Income$401.6M$401.6M$852.4M$1.73B$1.46B
EBITDA$1.54B$1.54B$2.30B$3.47B$3.00B
EPS55.2355.23117.30237.51200.29
Gross Margin24.7%24.7%26.8%31.5%32.5%
Operating Margin5.0%5.0%9.0%16.6%16.5%
Net Margin3.4%3.4%7.0%11.9%11.4%
Balance Sheet
Debt/Equity0.030.030.030.030.03
Current Ratio3.763.76———
Cash Flow
Free Cash Flow$234.9M$234.9M$1.01B$733.0M$862.6M
Returns
ROE2.6%2.6%5.5%11.5%10.5%
Valuation
P/E46.6846.6816.037.196.56
EV/EBITDA3.513.513.822.221.60
P/B0.650.650.890.820.69
Growth & Yield
Revenue Growth-2.9%-2.9%-15.6%13.3%—
EPS Growth-52.9%-52.9%-50.6%18.6%—
Dividend Yield5.8%5.8%———

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

29.5%

muy exigente

EPS terminal req.

$119.88

Spread vs growth

-82.4%

5Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$145.05

Spread vs growth

-74.2%

10Y implied EPS CAGR

15.5%

exigente

EPS terminal req.

$233.61

Spread vs growth

-68.4%

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 +9.7%

Total return

+9.7%

Start / end P/E

11.1x → 24.5x

EPS bridge

117.30 → 55.23

Residual

-63.8%

EPS growth-52.9%
Multiple rerating+120.5%
Dividend+5.8%
Residual / FX / buybacks / cross-term-63.8%

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.