StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
8144.T$1314.00-0.60%
Fair $1314.00+0.0%

8144.T

Denkyo Group Holdings Co.,Ltd.

Technology / Consumer ElectronicsTokyo

$1314.00

-8.00 (-0.60%)

Fairly Valued+0.0%Fair Value $1314.00Fund rank 24/100 · Data gapFallback financials|
SA 50/C
F-Score: 8/9
Low 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 18%

FCF escenarios

weak_data · normalized FCF $-600.0M · quality 43.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

8/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 1.6%, below the 5% threshold
Thesis & Journal · 8144.TLocal privado en este navegador · Denkyo Group Holdings 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

$8.3B

P/E

24.9x

↑

EV/EBITDA

3.9x

↓

ROE

1.6%

↓

Gross Margin

18.7%

↓

Debt/Equity

0.05

↓
52-Week Range$1314
$1155$1410

TradingView lightweight chart

8144.T price, volumen y niveles de valoración

Último $1,318Periodo +96.7%
Fair value: $1,314

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

+0.4%

FCF CAGR

—

FCF margin

1.9%

FCF / Net income

2.41x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $54.33B · net income $420.0M · FCF $1.01B

2022-FY → 2025-FY

Gross margin

18.7%+1.9% pts

Operating margin

0.2%-0.9% pts

Net margin

0.8%-0.4% pts

FCF margin

1.9%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$54.33B$54.33B$54.60B$52.80B$53.75B
Net Income$420.0M$420.0M$84.0M$120.0M$613.0M
EBITDA$1.05B$1.05B$731.0M$658.0M$1.35B
EPS69.6569.6513.8919.78100.62
Gross Margin18.7%18.7%18.2%16.4%16.8%
Operating Margin0.2%0.2%-0.5%0.1%1.1%
Net Margin0.8%0.8%0.2%0.2%1.1%
Balance Sheet
Debt/Equity0.050.050.190.160.10
Current Ratio3.103.10———
Cash Flow
Free Cash Flow$1.01B$1.01B$-1.19B$-600.0M$-1.20B
Returns
ROE1.6%1.6%0.3%0.5%2.3%
Valuation
P/E24.9224.9291.7960.4113.48
EV/EBITDA3.913.916.595.432.95
P/B0.300.300.290.280.31
Growth & Yield
Revenue Growth-0.5%-0.5%3.4%-1.8%—
EPS Growth401.4%401.4%-29.8%-80.3%—
Dividend Yield3.0%3.0%———

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

18.7%

exigente

EPS terminal req.

$116.60

Spread vs growth

382.7%

5Y implied EPS CAGR

15.2%

exigente

EPS terminal req.

$141.08

Spread vs growth

386.3%

10Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$227.21

Spread vs growth

388.9%

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 +16.2%

Total return

+16.2%

Start / end P/E

83.9x → 18.9x

EPS bridge

13.89 → 69.65

Residual

-310.9%

EPS growth+401.4%
Multiple rerating-77.4%
Dividend+3.0%
Residual / FX / buybacks / cross-term-310.9%

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.