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6927.T$925.00-2.53%
Fair $925.00+0.0%

6927.T

Helios Techno Holding Co., Ltd.

Technology / Consumer ElectronicsTokyo

$925.00

-24.00 (-2.53%)

Fairly Valued+0.0%Fair Value $925.00Fund rank 36/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $766.0M · quality 74.3/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 65/100Data 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

48/100

C

Piotroski

5/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 4.5%, below the 5% threshold
Thesis & Journal · 6927.TLocal privado en este navegador · Helios Techno Holding 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

$16.8B

P/E

10.3x

↓

EV/EBITDA

4.1x

↓

ROE

4.5%

↓

Gross Margin

38.9%

↑

Debt/Equity

0.00

↓
52-Week Range$925
$812$1402

TradingView lightweight chart

6927.T price, volumen y niveles de valoración

Último $925.00Periodo -45.6%
Fair value: $925.00

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

-22.3%

FCF margin

7.8%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $9.87B · net income $728.3M · FCF $766.0M

2022-FY → 2025-FY

Gross margin

38.9%+6.8% pts

Operating margin

9.1%+3.3% pts

Net margin

7.4%+2.7% pts

FCF margin

7.8%-10.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$9.87B$9.87B$10.87B$7.99B$8.95B
Net Income$728.3M$728.3M$2.29B$271.2M$414.6M
EBITDA$1.18B$1.18B$3.32B$635.4M$768.1M
EPS40.1340.13126.2914.9522.87
Gross Margin38.9%38.9%37.6%35.6%32.1%
Operating Margin9.1%9.1%13.5%5.3%5.8%
Net Margin7.4%7.4%21.1%3.4%4.6%
Balance Sheet
Debt/Equity0.000.000.020.020.02
Current Ratio4.834.83———
Cash Flow
Free Cash Flow$766.0M$766.0M$2.34B$534.9M$1.63B
Returns
ROE4.5%4.5%14.2%1.8%3.0%
Valuation
P/E10.2610.263.8625.1512.64
EV/EBITDA4.084.08-0.87-1.76-3.02
P/B1.041.040.550.450.38
Growth & Yield
Revenue Growth-9.2%-9.2%36.1%-10.8%—
EPS Growth-68.2%-68.2%744.7%-34.6%—
Dividend Yield6.2%6.2%———

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

26.9%

muy exigente

EPS terminal req.

$82.08

Spread vs growth

-95.2%

5Y implied EPS CAGR

19.9%

exigente

EPS terminal req.

$99.31

Spread vs growth

-88.1%

10Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$159.95

Spread vs growth

-83.1%

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 +8.8%

Total return

+8.8%

Start / end P/E

7.1x → 23.1x

EPS bridge

126.29 → 40.13

Residual

-152.0%

EPS growth-68.2%
Multiple rerating+222.7%
Dividend+6.2%
Residual / FX / buybacks / cross-term-152.0%

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.