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6964.T$655.00-0.76%
Fair $655.00+0.0%

6964.T

Sanko Co., Ltd.

Technology / Electronic ComponentsTokyo

$655.00

-5.00 (-0.76%)

Fairly Valued+0.0%Fair Value $655.00Fund rank 25/100 · Data gapFallback financials|
SA 51/C
F-Score: 2/9
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 $476.0M · quality 43.7/100

Data gap 25/100
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

51/100

C

Piotroski

2/9

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 3.6%, below the 5% threshold
Thesis & Journal · 6964.TLocal privado en este navegador · Sanko 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

$5.8B

P/E

9.6x

↓

EV/EBITDA

0.6x

↓

ROE

3.6%

↓

Gross Margin

12.2%

↓

Debt/Equity

0.01

↓
52-Week Range$655
$549$759

TradingView lightweight chart

6964.T price, volumen y niveles de valoración

Último $655.00Periodo -31.0%
Fair value: $655.00

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

+6.1%

FCF CAGR

—

FCF margin

-5.8%

FCF / Net income

-1.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.84B · net income $569.6M · FCF $-981.5M

2022-FY → 2025-FY

Gross margin

12.2%-1.7% pts

Operating margin

3.2%-1.0% pts

Net margin

3.4%-0.5% pts

FCF margin

-5.8%-1.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.84B$16.84B$16.94B$15.67B$14.09B
Net Income$569.6M$569.6M$704.5M$420.6M$549.1M
EBITDA$1.63B$1.63B$1.82B$1.23B$1.41B
EPS64.1964.1979.4047.2860.85
Gross Margin12.2%12.2%13.1%11.9%13.9%
Operating Margin3.2%3.2%4.6%3.2%4.2%
Net Margin3.4%3.4%4.2%2.7%3.9%
Balance Sheet
Debt/Equity0.010.010.000.000.00
Current Ratio2.732.73———
Cash Flow
Free Cash Flow$-981.5M$-981.5M$476.0M$626.3M$-581.8M
Returns
ROE3.6%3.6%4.6%2.9%3.9%
Valuation
P/E9.619.617.5710.367.63
EV/EBITDA0.630.63-0.15-0.200.00
P/B0.370.370.350.300.30
Growth & Yield
Revenue Growth-0.6%-0.6%8.0%11.2%—
EPS Growth-19.2%-19.2%67.9%-22.3%—
Dividend Yield6.1%6.1%———

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

-3.3%

fácil

EPS terminal req.

$58.12

Spread vs growth

-15.9%

5Y implied EPS CAGR

1.8%

fácil

EPS terminal req.

$70.33

Spread vs growth

-21.0%

10Y implied EPS CAGR

5.8%

razonable

EPS terminal req.

$113.26

Spread vs growth

-25.0%

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 +18.7%

Total return

+18.7%

Start / end P/E

7.3x → 10.2x

EPS bridge

79.40 → 64.19

Residual

-7.5%

EPS growth-19.2%
Multiple rerating+39.2%
Dividend+6.1%
Residual / FX / buybacks / cross-term-7.5%

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.