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8035.T$52670.00-0.74%
Fair $52670.00+0.0%

8035.T

Tokyo Electron Limited

Technology / Semiconductor Equipment & MaterialsTokyo

$52670.00

-390.00 (-0.74%)

Fairly Valued+0.0%Fair Value $52670.00Fund rank 32/100 · Data gapFallback financials|
SA 50/C
F-Score: 6/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $350.0B · quality 63.7/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 79/100Data 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

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: 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 · 8035.TLocal privado en este navegador · Tokyo Electron Limited
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

$24.06T

P/E

42.1x

↑

EV/EBITDA

31.2x

↑

ROE

29.3%

↑

Gross Margin

47.1%

↑

Debt/Equity

N/A

•
52-Week Range$52670
$19870$54740

TradingView lightweight chart

8035.T price, volumen y niveles de valoración

Último $52,670Periodo +1114.5%
Fair value: $52,670

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

+6.7%

FCF CAGR

+23.8%

FCF margin

17.0%

FCF / Net income

0.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.43T · net income $544.13B · FCF $414.13B

2022-FY → 2025-FY

Gross margin

47.1%+1.6% pts

Operating margin

28.7%-1.2% pts

Net margin

22.4%+0.6% pts

FCF margin

17.0%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$2431.57B$2431.57B$1830.53B$2209.03B$2003.81B
Net Income$544.13B$544.13B$363.96B$471.58B$437.08B
EBITDA$759.59B$759.59B$508.68B$660.82B$636.20B
EPS——781.201003.86931.30
Gross Margin47.1%47.1%45.4%44.6%45.5%
Operating Margin28.7%28.7%24.9%28.0%29.9%
Net Margin22.4%22.4%19.9%21.3%21.8%
Balance Sheet
Current Ratio2.702.70———
Cash Flow
Free Cash Flow$414.13B$414.13B$309.74B$349.96B$218.28B
Returns
ROE29.3%29.3%20.7%29.5%32.4%
Valuation
P/E42.0642.0647.7115.3419.84
EV/EBITDA31.2231.2233.2310.2313.20
P/B13.0113.019.874.526.44
Growth & Yield
Revenue Growth32.8%32.8%-17.1%10.2%—
EPS Growth——-22.2%7.8%—
Dividend Yield1.4%1.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +127.9%

Total return

+127.9%

Start / end P/E

n/dx → n/dx

EPS bridge

781.20 → n/d

Residual

+126.6%

EPS growthn/d
Multiple reratingn/d
Dividend+1.4%
Residual / FX / buybacks / cross-term+126.6%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.