StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
8154.T$4850.00+4.52%
Fair $4850.00+0.0%

8154.T

Kaga Electronics Co.,Ltd.

Technology / Electronic ComponentsTokyo

$4850.00

+200.00 (+4.52%)

Fairly Valued+0.0%Fair Value $4850.00Fund rank 33/100 · Data gapFallback financials|
SA 59/C
F-Score: 5/9

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 32% · confianza 25%

FCF escenarios

weak_data · normalized FCF $23.6B · quality 62.7/100

Data gap 33/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 43/100Data 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

59/100

C

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: 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 · 8154.TLocal privado en este navegador · Kaga 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

$231.1B

P/E

14.9x

↓

EV/EBITDA

7.1x

↓

ROE

10.3%

↑

Gross Margin

13.1%

↓

Debt/Equity

0.18

↓
52-Week Range$4850
$2545$4685

TradingView lightweight chart

8154.T price, volumen y niveles de valoración

Último $4,625Periodo +603.4%
Fair value: $4,850

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

+3.4%

FCF CAGR

—

FCF margin

3.5%

FCF / Net income

1.13x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $547.78B · net income $17.08B · FCF $19.38B

2022-FY → 2025-FY

Gross margin

13.1%+0.9% pts

Operating margin

4.3%+0.1% pts

Net margin

3.1%+0.0% pts

FCF margin

3.5%+4.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$547.78B$547.78B$542.70B$608.06B$495.83B
Net Income$17.08B$17.08B$20.34B$23.07B$15.40B
EBITDA$28.96B$28.96B$33.27B$37.26B$25.51B
EPS325.08325.08387.31439.32288.23
Gross Margin13.1%13.1%13.0%12.9%12.2%
Operating Margin4.3%4.3%4.8%5.3%4.2%
Net Margin3.1%3.1%3.7%3.8%3.1%
Balance Sheet
Debt/Equity0.180.180.210.310.46
Current Ratio1.751.75———
Cash Flow
Free Cash Flow$19.38B$19.38B$23.63B$26.41B$-6.21B
Returns
ROE10.3%10.3%13.5%17.8%14.6%
Valuation
P/E14.9214.927.675.345.12
EV/EBITDA7.087.083.622.983.40
P/B1.531.531.030.950.75
Growth & Yield
Revenue Growth0.9%0.9%-10.8%22.6%—
EPS Growth-16.1%-16.1%-11.8%52.4%—
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

9.8%

razonable

EPS terminal req.

$430.36

Spread vs growth

-25.9%

5Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$520.73

Spread vs growth

-25.9%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$838.64

Spread vs growth

-26.0%

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 +83.2%

Total return

+83.2%

Start / end P/E

6.6x → 14.2x

EPS bridge

387.31 → 325.08

Residual

-18.4%

EPS growth-16.1%
Multiple rerating+114.7%
Dividend+3.0%
Residual / FX / buybacks / cross-term-18.4%

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.