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7567.T$570.00+1.34%
Fair $570.00+0.0%

7567.T

Sakae Electronics Corporation

Industrials / Electrical Equipment & PartsTokyo

$570.00

+8.00 (+1.34%)

Fairly Valued+0.0%Fair Value $570.00Fund rank 28/100 · Data gapFallback financials|
SA 48/C
F-Score: 2/9
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 34% · confianza 19%

FCF escenarios

weak_data · normalized FCF $167.8M · quality 49.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

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: 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 0.8%, below the 5% threshold
Thesis & Journal · 7567.TLocal privado en este navegador · Sakae Electronics 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

$2.9B

P/E

25.4x

↑

EV/EBITDA

27.9x

↑

ROE

0.8%

↓

Gross Margin

16.4%

↓

Debt/Equity

0.11

↓
52-Week Range$570
$440$649

TradingView lightweight chart

7567.T price, volumen y niveles de valoración

Último $605.00Periodo +49.0%
Fair value: $570.00

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

-10.6%

FCF CAGR

—

FCF margin

-6.1%

FCF / Net income

-10.60x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.43B · net income $37.3M · FCF $-394.9M

2022-FY → 2025-FY

Gross margin

16.4%-0.2% pts

Operating margin

1.0%-6.6% pts

Net margin

0.6%-5.3% pts

FCF margin

-6.1%-8.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.43B$6.43B$8.37B$10.84B$9.01B
Net Income$37.3M$37.3M$230.7M$651.4M$531.7M
EBITDA$80.2M$80.2M$373.0M$934.9M$735.0M
EPS7.347.3445.43128.26104.68
Gross Margin16.4%16.4%14.8%16.1%16.6%
Operating Margin1.0%1.0%3.8%8.1%7.6%
Net Margin0.6%0.6%2.8%6.0%5.9%
Balance Sheet
Debt/Equity0.110.110.110.120.15
Current Ratio2.002.00———
Cash Flow
Free Cash Flow$-394.9M$-394.9M$167.8M$398.8M$225.4M
Returns
ROE0.8%0.8%5.1%15.7%15.1%
Valuation
P/E25.3925.3910.654.034.21
EV/EBITDA27.9027.903.641.742.18
P/B0.650.650.540.630.63
Growth & Yield
Revenue Growth-23.2%-23.2%-22.8%20.3%—
EPS Growth-83.8%-83.8%-64.6%22.5%—
Dividend Yield1.8%1.8%———

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

90.3%

muy exigente

EPS terminal req.

$50.58

Spread vs growth

-174.1%

5Y implied EPS CAGR

52.8%

muy exigente

EPS terminal req.

$61.20

Spread vs growth

-136.7%

10Y implied EPS CAGR

29.7%

muy exigente

EPS terminal req.

$98.56

Spread vs growth

-113.5%

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 +36.9%

Total return

+36.9%

Start / end P/E

9.9x → 82.4x

EPS bridge

45.43 → 7.34

Residual

-617.0%

EPS growth-83.8%
Multiple rerating+735.8%
Dividend+1.8%
Residual / FX / buybacks / cross-term-617.0%

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.