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8137.T$3815.00-0.78%
Fair $3815.00+0.0%

8137.T

Sun-Wa Technos Corporation

Technology / Electronics & Computer DistributionTokyo

$3815.00

-30.00 (-0.78%)

Fairly Valued+0.0%Fair Value $3815.00Fund rank 28/100 · Data gapFallback financials|
SA 68/B
F-Score: 5/9
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 $4.1B · 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 20/100Data 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

68/100

B

Piotroski

5/9

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 5.0%, below the 5% threshold
Thesis & Journal · 8137.TLocal privado en este navegador · Sun-Wa Technos 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

$59.3B

P/E

18.0x

↓

EV/EBITDA

9.7x

↓

ROE

5.0%

↑

Gross Margin

13.7%

↓

Debt/Equity

0.18

↓
52-Week Range$3815
$2266$4100

TradingView lightweight chart

8137.T price, volumen y niveles de valoración

Último $3,820Periodo +816.8%
Fair value: $3,815

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

-3.3%

FCF CAGR

+145.8%

FCF margin

6.5%

FCF / Net income

3.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $139.58B · net income $2.44B · FCF $9.04B

2022-FY → 2025-FY

Gross margin

13.7%+1.6% pts

Operating margin

2.5%-0.6% pts

Net margin

1.8%-0.6% pts

FCF margin

6.5%+6.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$139.58B$139.58B$166.14B$181.01B$154.41B
Net Income$2.44B$2.44B$5.01B$5.49B$3.58B
EBITDA$4.44B$4.44B$7.95B$8.24B$5.57B
EPS161.15161.15329.87355.08228.33
Gross Margin13.7%13.7%13.1%12.7%12.2%
Operating Margin2.5%2.5%3.7%4.2%3.1%
Net Margin1.8%1.8%3.0%3.0%2.3%
Balance Sheet
Debt/Equity0.180.180.260.220.21
Current Ratio2.052.05———
Cash Flow
Free Cash Flow$9.04B$9.04B$4.11B$-619.0M$609.0M
Returns
ROE5.0%5.0%10.4%12.3%9.4%
Valuation
P/E17.9617.967.055.175.53
EV/EBITDA9.739.733.592.932.47
P/B1.181.180.740.640.52
Growth & Yield
Revenue Growth-16.0%-16.0%-8.2%17.2%—
EPS Growth-51.1%-51.1%-7.1%55.5%—
Dividend Yield3.4%3.4%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

28.1%

muy exigente

EPS terminal req.

$338.52

Spread vs growth

-79.2%

5Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$409.61

Spread vs growth

-71.7%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$659.68

Spread vs growth

-66.3%

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 +70.2%

Total return

+70.2%

Start / end P/E

6.9x → 23.7x

EPS bridge

329.87 → 161.15

Residual

-123.5%

EPS growth-51.1%
Multiple rerating+241.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term-123.5%

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.