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7466.T$1207.00-1.87%
Fair $1207.00+0.0%

7466.T

SPK Corporation

Consumer Cyclical / Auto PartsTokyo

$1207.00

-23.00 (-1.87%)

Fairly Valued+0.0%Fair Value $1207.00Fund rank 30/100 · Data gapFallback financials|
SA 53/C
F-Score: 4/9

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 $272.3M · quality 53.7/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

53/100

C

Piotroski

4/9

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 · 7466.TLocal privado en este navegador · SPK 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

$24.4B

P/E

10.7x

↓

EV/EBITDA

5.4x

↓

ROE

9.3%

↑

Gross Margin

18.7%

↓

Debt/Equity

0.28

↓
52-Week Range$1207
$1050$1372

TradingView lightweight chart

7466.T price, volumen y niveles de valoración

Último $1,207Periodo +383.3%
Fair value: $1,207

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

+13.0%

FCF CAGR

+192.9%

FCF margin

0.4%

FCF / Net income

0.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $68.72B · net income $2.50B · FCF $272.3M

2022-FY → 2025-FY

Gross margin

18.7%+2.2% pts

Operating margin

4.8%+0.6% pts

Net margin

3.6%+0.2% pts

FCF margin

0.4%+0.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$68.72B$68.72B$63.30B$54.70B$47.69B
Net Income$2.50B$2.50B$2.39B$2.06B$1.63B
EBITDA$4.41B$4.41B$3.94B$3.42B$2.68B
EPS123.97123.97119.10102.5680.92
Gross Margin18.7%18.7%18.4%17.7%16.6%
Operating Margin4.8%4.8%5.0%5.0%4.3%
Net Margin3.6%3.6%3.8%3.8%3.4%
Balance Sheet
Debt/Equity0.280.280.180.150.11
Current Ratio2.502.50———
Cash Flow
Free Cash Flow$272.3M$272.3M$669.4M$160.4M$10.8M
Returns
ROE9.3%9.3%9.8%9.3%8.0%
Valuation
P/E10.7210.728.418.338.22
EV/EBITDA5.455.454.444.063.55
P/B0.900.900.820.770.66
Growth & Yield
Revenue Growth8.6%8.6%15.7%14.7%—
EPS Growth4.1%4.1%16.1%26.7%—
Dividend Yield3.4%3.4%———

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

-4.8%

fácil

EPS terminal req.

$107.10

Spread vs growth

8.8%

5Y implied EPS CAGR

0.9%

fácil

EPS terminal req.

$129.59

Spread vs growth

3.2%

10Y implied EPS CAGR

5.3%

razonable

EPS terminal req.

$208.71

Spread vs growth

-1.3%

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 +14.7%

Total return

+14.7%

Start / end P/E

9.1x → 9.7x

EPS bridge

119.10 → 123.97

Residual

+0.3%

EPS growth+4.1%
Multiple rerating+6.9%
Dividend+3.4%
Residual / FX / buybacks / cross-term+0.3%

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.