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7713.T$2183.00-5.64%
Fair $2183.00+0.0%

7713.T

Sigmakoki Co., Ltd.

Technology / Electronic ComponentsTokyo

$2183.00

-131.00 (-5.64%)

Fairly Valued+0.0%Fair Value $2183.00Fund rank 28/100 · Data gapFallback financials|
SA 70/B
F-Score: 6/9
Margin Compression

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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $129.1M · quality 50.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

70/100

B

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 7713.TLocal privado en este navegador · Sigmakoki 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

$15.5B

P/E

16.0x

↓

EV/EBITDA

6.9x

↓

ROE

5.6%

↑

Gross Margin

37.4%

↑

Debt/Equity

0.01

↓
52-Week Range$2183
$1310$2477

TradingView lightweight chart

7713.T price, volumen y niveles de valoración

Último $2,193Periodo +324.2%
Fair value: $2,183

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

+3.8%

FCF CAGR

—

FCF margin

-0.6%

FCF / Net income

-0.07x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.58B · net income $986.0M · FCF $-73.8M

2022-FY → 2025-FY

Gross margin

37.4%-2.1% pts

Operating margin

9.8%-4.1% pts

Net margin

8.5%-2.8% pts

FCF margin

-0.6%-8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$11.58B$11.58B$11.21B$11.37B$10.35B
Net Income$986.0M$986.0M$687.2M$1.49B$1.17B
EBITDA$1.81B$1.81B$1.38B$2.55B$1.96B
EPS139.23139.2397.03210.85165.23
Gross Margin37.4%37.4%38.2%39.1%39.4%
Operating Margin9.8%9.8%10.5%13.2%13.9%
Net Margin8.5%8.5%6.1%13.1%11.3%
Balance Sheet
Debt/Equity0.010.010.030.050.03
Current Ratio6.906.90———
Cash Flow
Free Cash Flow$-73.8M$-73.8M$129.1M$521.3M$786.6M
Returns
ROE5.6%5.6%4.0%9.2%7.9%
Valuation
P/E16.0316.0316.087.259.27
EV/EBITDA6.936.935.883.024.23
P/B0.880.880.650.670.73
Growth & Yield
Revenue Growth3.3%3.3%-1.4%9.8%—
EPS Growth43.5%43.5%-54.0%27.6%—
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

11.6%

razonable

EPS terminal req.

$193.70

Spread vs growth

31.9%

5Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$234.38

Spread vs growth

32.5%

10Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$377.48

Spread vs growth

33.0%

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 +61.1%

Total return

+61.1%

Start / end P/E

14.2x → 15.8x

EPS bridge

97.03 → 139.23

Residual

+4.8%

EPS growth+43.5%
Multiple rerating+11.0%
Dividend+1.8%
Residual / FX / buybacks / cross-term+4.8%

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.