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6969.T$2029.00-4.96%
Fair $2029.00+0.0%

6969.T

Matsuo Electric Co.,Ltd.

Technology / Electronic ComponentsTokyo

$2029.00

-106.00 (-4.96%)

Fairly Valued+0.0%Fair Value $2029.00Fund rank 22/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-29.7M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 9/100Data 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

59/100

C

Piotroski

6/9

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 · 6969.TLocal privado en este navegador · Matsuo Electric 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

$7.8B

P/E

17.5x

↓

EV/EBITDA

11.7x

↓

ROE

16.3%

↑

Gross Margin

31.5%

↓

Debt/Equity

0.86

↑
52-Week Range$2029
$555$2369

TradingView lightweight chart

6969.T price, volumen y niveles de valoración

Último $2,029Periodo -77.1%
Fair value: $2,029

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

-1.2%

FCF CAGR

—

FCF margin

-8.5%

FCF / Net income

-0.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.55B · net income $450.0M · FCF $-385.0M

2022-FY → 2025-FY

Gross margin

31.5%-0.3% pts

Operating margin

10.8%-2.8% pts

Net margin

9.9%+14.7% pts

FCF margin

-8.5%-10.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.55B$4.55B$4.21B$4.65B$4.71B
Net Income$450.0M$450.0M$28.8M$306.6M$-223.9M
EBITDA$661.3M$661.3M$357.5M$422.0M$-112.5M
EPS140.30140.308.9895.60-83.73
Gross Margin31.5%31.5%28.6%31.7%31.8%
Operating Margin10.8%10.8%6.1%11.8%13.6%
Net Margin9.9%9.9%0.7%6.6%-4.8%
Balance Sheet
Debt/Equity0.860.861.141.271.27
Current Ratio1.601.60———
Cash Flow
Free Cash Flow$-385.0M$-385.0M$-26.6M$-29.7M$88.1M
Returns
ROE16.3%16.3%1.2%13.4%-11.3%
Valuation
P/E17.4817.4857.026.99—
EV/EBITDA11.6911.696.927.05—
P/B2.362.360.710.941.01
Growth & Yield
Revenue Growth8.0%8.0%-9.5%-1.3%—
EPS Growth1462.4%1462.4%-90.6%214.2%—
Dividend Yield0.7%0.7%———

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

8.7%

razonable

EPS terminal req.

$180.04

Spread vs growth

1453.7%

5Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$217.85

Spread vs growth

1453.2%

10Y implied EPS CAGR

9.6%

razonable

EPS terminal req.

$350.85

Spread vs growth

1452.8%

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 +261.8%

Total return

+261.8%

Start / end P/E

62.6x → 14.5x

EPS bridge

8.98 → 140.30

Residual

-1124.4%

EPS growth+1462.4%
Multiple rerating-76.9%
Dividend+0.7%
Residual / FX / buybacks / cross-term-1124.4%

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.