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9867.T$10400.00+0.97%
Fair $10400.00+0.0%

9867.T

Solekia Limited

Technology / Electronic ComponentsTokyo

$10400.00

+100.00 (+0.97%)

Fairly Valued+0.0%Fair Value $10400.00Fund rank 30/100 · Data gapFallback financials|
SA 63/B
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 23%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data 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

63/100

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: 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 · 9867.TLocal privado en este navegador · Solekia Limited
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

$9.0B

P/E

5.3x

↓

EV/EBITDA

0.8x

↓

ROE

9.7%

↑

Gross Margin

19.3%

↓

Debt/Equity

0.27

↑
52-Week Range$10400
$5760$11990

TradingView lightweight chart

9867.T price, volumen y niveles de valoración

Último $10,400Periodo +12.4%
Fair value: $10,400

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

+7.3%

FCF CAGR

+90.2%

FCF margin

5.0%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $28.03B · net income $1.08B · FCF $1.39B

2022-FY → 2025-FY

Gross margin

19.3%+1.7% pts

Operating margin

6.2%+3.0% pts

Net margin

3.9%+1.8% pts

FCF margin

5.0%+4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$28.03B$28.03B$25.18B$23.77B$22.70B
Net Income$1.08B$1.08B$1.05B$699.4M$464.4M
EBITDA$1.83B$1.83B$1.74B$1.20B$841.8M
EPS1250.811250.811210.08809.33537.26
Gross Margin19.3%19.3%19.9%18.6%17.5%
Operating Margin6.2%6.2%6.4%4.2%3.2%
Net Margin3.9%3.9%4.2%2.9%2.0%
Balance Sheet
Debt/Equity0.270.270.320.400.41
Current Ratio2.422.42———
Cash Flow
Free Cash Flow$1.39B$1.39B$2.35B$-365.0M$202.6M
Returns
ROE9.7%9.7%10.4%7.8%5.5%
Valuation
P/E5.285.285.126.318.43
EV/EBITDA0.830.83-0.480.44-0.33
P/B0.810.810.530.490.47
Growth & Yield
Revenue Growth11.3%11.3%5.9%4.7%—
EPS Growth3.4%3.4%49.5%50.6%—
Dividend Yield0.7%0.7%———

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

-9.6%

fácil

EPS terminal req.

$922.83

Spread vs growth

13.0%

5Y implied EPS CAGR

-2.2%

fácil

EPS terminal req.

$1116.62

Spread vs growth

5.6%

10Y implied EPS CAGR

3.7%

fácil

EPS terminal req.

$1798.33

Spread vs growth

-0.3%

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 +79.7%

Total return

+79.7%

Start / end P/E

4.8x → 8.3x

EPS bridge

1210.08 → 1250.81

Residual

+2.5%

EPS growth+3.4%
Multiple rerating+73.2%
Dividend+0.7%
Residual / FX / buybacks / cross-term+2.5%

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.