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7927.T$2266.00-0.66%
Fair $2266.00+0.0%

7927.T

Muto Seiko Co.

Technology / Electronic ComponentsTokyo

$2266.00

-15.00 (-0.66%)

Fairly Valued+0.0%Fair Value $2266.00Fund rank 28/100 · Data gapFallback financials|
SA 59/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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $1.1B · quality 44.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

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 · 7927.TLocal privado en este navegador · Muto Seiko Co.
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

$15.7B

P/E

7.9x

↓

EV/EBITDA

3.4x

↓

ROE

8.2%

↑

Gross Margin

20.1%

↓

Debt/Equity

0.36

↑
52-Week Range$2266
$1444$2480

TradingView lightweight chart

7927.T price, volumen y niveles de valoración

Último $2,266Periodo +33.3%
Fair value: $2,266

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

+10.9%

FCF CAGR

—

FCF margin

-1.6%

FCF / Net income

-0.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $27.57B · net income $1.51B · FCF $-445.3M

2022-FY → 2025-FY

Gross margin

20.1%+2.9% pts

Operating margin

7.4%+4.3% pts

Net margin

5.5%+2.9% pts

FCF margin

-1.6%-2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$27.57B$27.57B$26.32B$26.17B$20.23B
Net Income$1.51B$1.51B$1.77B$1.30B$521.3M
EBITDA$3.63B$3.63B$3.89B$3.26B$2.12B
EPS214.05214.05249.90181.5872.53
Gross Margin20.1%20.1%20.1%19.2%17.2%
Operating Margin7.4%7.4%6.9%6.7%3.2%
Net Margin5.5%5.5%6.7%5.0%2.6%
Balance Sheet
Debt/Equity0.360.360.290.320.39
Current Ratio2.762.76———
Cash Flow
Free Cash Flow$-445.3M$-445.3M$1.06B$1.21B$99.3M
Returns
ROE8.2%8.2%9.9%8.5%3.8%
Valuation
P/E7.927.927.575.746.20
EV/EBITDA3.383.382.161.100.25
P/B0.870.870.750.490.24
Growth & Yield
Revenue Growth4.8%4.8%0.6%29.4%—
EPS Growth-14.3%-14.3%37.6%150.4%—
Dividend Yield5.2%5.2%———

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

-2.1%

fácil

EPS terminal req.

$201.07

Spread vs growth

-12.3%

5Y implied EPS CAGR

2.6%

fácil

EPS terminal req.

$243.29

Spread vs growth

-16.9%

10Y implied EPS CAGR

6.2%

razonable

EPS terminal req.

$391.83

Spread vs growth

-20.6%

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 +58.1%

Total return

+58.1%

Start / end P/E

5.9x → 10.6x

EPS bridge

249.90 → 214.05

Residual

-11.3%

EPS growth-14.3%
Multiple rerating+78.5%
Dividend+5.2%
Residual / FX / buybacks / cross-term-11.3%

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.