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9824.T$6520.00+1.88%
Fair $6520.00+0.0%

9824.T

Senshu Electric Co.,Ltd.

Technology / Electronics & Computer DistributionTokyo

$6520.00

+120.00 (+1.88%)

Fairly Valued+0.0%Fair Value $6520.00Fund rank 37/100 · Data gapFallback financials|
SA 62/B
F-Score: 4/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $6.4B · quality 80.0/100

Data gap 37/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 76/100Data 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

62/100

B

Piotroski

4/9

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 · 9824.TLocal privado en este navegador · Senshu Electric 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

$111.5B

P/E

16.5x

↓

EV/EBITDA

7.5x

↓

ROE

11.5%

↑

Gross Margin

15.1%

↓

Debt/Equity

0.01

↓
52-Week Range$6520
$4010$6710

TradingView lightweight chart

9824.T price, volumen y niveles de valoración

Último $6,520Periodo +2863.6%
Fair value: $6,520

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

+6.1%

FCF CAGR

+11.5%

FCF margin

6.1%

FCF / Net income

1.22x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $135.59B · net income $6.72B · FCF $8.22B

2022-FY → 2025-FY

Gross margin

15.1%+0.1% pts

Operating margin

6.6%-0.0% pts

Net margin

5.0%+0.3% pts

FCF margin

6.1%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$135.59B$135.59B$136.15B$124.97B$113.63B
Net Income$6.72B$6.72B$7.58B$5.92B$5.31B
EBITDA$10.63B$10.63B$11.77B$9.40B$8.44B
EPS———332.89294.03
Gross Margin15.1%15.1%15.5%14.9%15.0%
Operating Margin6.6%6.6%7.6%6.7%6.6%
Net Margin5.0%5.0%5.6%4.7%4.7%
Balance Sheet
Debt/Equity0.010.010.010.020.02
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$8.22B$8.22B$6.36B$3.88B$5.92B
Returns
ROE11.5%11.5%13.7%11.7%11.5%
Valuation
P/E16.5316.53—9.559.15
EV/EBITDA7.497.495.533.082.66
P/B1.911.911.721.121.05
Growth & Yield
Revenue Growth-0.4%-0.4%9.0%10.0%—
EPS Growth———13.2%—
Dividend Yield2.3%2.3%———

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 +46.9%

Total return

+46.9%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+44.6%

EPS growthn/d
Multiple reratingn/d
Dividend+2.3%
Residual / FX / buybacks / cross-term+44.6%

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.