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8023.T$990.00-0.30%
Fair $990.00+0.0%

8023.T

DAIKO XTECH, Ltd.

Technology / Electronics & Computer DistributionTokyo

$990.00

-3.00 (-0.30%)

Fairly Valued+0.0%Fair Value $990.00Fund rank 35/100 · Data gapFallback financials|
SA 50/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 $1.2B · quality 69.3/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

50/100

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 · 8023.TLocal privado en este navegador · DAIKO XTECH, 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

$12.5B

P/E

8.7x

↓

EV/EBITDA

2.4x

↓

ROE

13.3%

↑

Gross Margin

24.7%

↓

Debt/Equity

0.19

↓
52-Week Range$990
$871$1238

TradingView lightweight chart

8023.T price, volumen y niveles de valoración

Último $990.00Periodo +174.2%
Fair value: $990.00

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

+6.4%

FCF CAGR

-18.2%

FCF margin

2.8%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $42.69B · net income $1.68B · FCF $1.21B

2022-FY → 2025-FY

Gross margin

24.7%+0.1% pts

Operating margin

5.6%+1.2% pts

Net margin

3.9%+0.5% pts

FCF margin

2.8%-3.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$42.69B$42.69B$43.38B$37.62B$35.47B
Net Income$1.68B$1.68B$1.84B$996.4M$1.23B
EBITDA$2.81B$2.81B$3.28B$1.92B$2.06B
EPS129.89129.89139.8575.0390.38
Gross Margin24.7%24.7%25.6%25.2%24.7%
Operating Margin5.6%5.6%6.7%5.0%4.4%
Net Margin3.9%3.9%4.2%2.6%3.5%
Balance Sheet
Debt/Equity0.190.190.200.270.34
Current Ratio2.252.25———
Cash Flow
Free Cash Flow$1.21B$1.21B$3.99B$394.7M$2.21B
Returns
ROE13.3%13.3%15.7%10.1%13.5%
Valuation
P/E8.688.687.126.524.55
EV/EBITDA2.392.391.660.970.58
P/B1.011.011.120.660.62
Growth & Yield
Revenue Growth-1.6%-1.6%15.3%6.0%—
EPS Growth-7.1%-7.1%86.4%-17.0%—
Dividend Yield3.8%3.8%———

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

-12.2%

fácil

EPS terminal req.

$87.85

Spread vs growth

5.1%

5Y implied EPS CAGR

-3.9%

fácil

EPS terminal req.

$106.29

Spread vs growth

-3.2%

10Y implied EPS CAGR

2.8%

fácil

EPS terminal req.

$171.19

Spread vs growth

-9.9%

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 +1.9%

Total return

+1.9%

Start / end P/E

7.2x → 7.6x

EPS bridge

139.85 → 129.89

Residual

-0.4%

EPS growth-7.1%
Multiple rerating+5.6%
Dividend+3.8%
Residual / FX / buybacks / cross-term-0.4%

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.