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8150.T$2731.00-2.95%
Fair $2731.00+0.0%

8150.T

Sanshin Electronics Co., Ltd.

Technology / SemiconductorsTokyo

$2731.00

-83.00 (-2.95%)

Fairly Valued+0.0%Fair Value $2731.00Fund rank 27/100 · Data gapFallback financials|
SA 56/C
F-Score: 7/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $613.0M · quality 45.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 23/100Data 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

56/100

C

Piotroski

7/9

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 · 8150.TLocal privado en este navegador · Sanshin Electronics 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

$33.4B

P/E

6.7x

↓

EV/EBITDA

8.3x

↓

ROE

8.7%

↑

Gross Margin

10.5%

↓

Debt/Equity

0.60

↑
52-Week Range$2731
$2159$3275

TradingView lightweight chart

8150.T price, volumen y niveles de valoración

Último $2,731Periodo +343.3%
Fair value: $2,731

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

+8.4%

FCF CAGR

-33.0%

FCF margin

0.4%

FCF / Net income

0.17x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $157.34B · net income $3.52B · FCF $613.0M

2022-FY → 2025-FY

Gross margin

10.5%-0.4% pts

Operating margin

3.7%+0.3% pts

Net margin

2.2%+0.2% pts

FCF margin

0.4%-1.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$157.34B$157.34B$140.20B$161.11B$123.58B
Net Income$3.52B$3.52B$2.74B$3.83B$2.52B
EBITDA$5.85B$5.85B$5.17B$6.44B$3.91B
EPS288.20288.20224.66314.43171.12
Gross Margin10.5%10.5%11.1%10.5%10.9%
Operating Margin3.7%3.7%4.1%4.3%3.4%
Net Margin2.2%2.2%2.0%2.4%2.0%
Balance Sheet
Debt/Equity0.600.600.630.790.80
Current Ratio1.841.84———
Cash Flow
Free Cash Flow$613.0M$613.0M$5.27B$-892.0M$2.04B
Returns
ROE8.7%8.7%7.2%11.2%8.2%
Valuation
P/E6.746.749.197.048.90
EV/EBITDA8.258.257.837.009.67
P/B0.820.820.660.790.73
Growth & Yield
Revenue Growth12.2%12.2%-13.0%30.4%—
EPS Growth28.3%28.3%-28.6%83.7%—
Dividend Yield7.1%7.1%———

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

-5.6%

fácil

EPS terminal req.

$242.33

Spread vs growth

33.9%

5Y implied EPS CAGR

0.3%

fácil

EPS terminal req.

$293.22

Spread vs growth

27.9%

10Y implied EPS CAGR

5.1%

razonable

EPS terminal req.

$472.23

Spread vs growth

23.2%

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 +31.9%

Total return

+31.9%

Start / end P/E

9.7x → 9.5x

EPS bridge

224.66 → 288.20

Residual

-0.8%

EPS growth+28.3%
Multiple rerating-2.7%
Dividend+7.1%
Residual / FX / buybacks / cross-term-0.8%

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.