SYNAPTICS Inc

SYNAdata completeness 100%18 fiscal years on file

Data notes: no data for concept 'investmentsAtFairValue'; no data for concept 'netInvestmentIncome'; no data for concept 'gainsOnRealEstateSales'; no data for concept 'realEstateImpairment'; no data for concept 'dividendsPaid'

The thesis, from the filings

SYNAPTICS Inc earns about 2% on invested capital, below its ~9% cost of capital, but has diluted owners by 95577296% over 5 years — no moat visible in the numbers. The estimate methods put fair value between $2.27 and $19.31 a share.Whether it’s worth owning at today’s price is the last question — and yours to answer, below.

i. The business — what you’d actually own
FigureFY 2022FY 2023FY 2024FY 2025FY 2026
Revenue$1.74B1$1.36B2$959.4M3$1.07B3$1.2B3
Net income$257.5M4$73.6M5$125.6M6−$47.8M6−$490.8M6
Operating cash flow$462.7M7$331.5M8$135.9M9$142M9$149.4M9
Capital expenditure$31.1M10$34.2M11$33.8M12$25.8M12$48M12
Free cash flow (derived)$431.6M7$297.3M8$102.1M9$116.2M9$101.4M9
Total debt$1.98B13$1.97B14$1.95B15$1.67B16$1.67B16
Cash & equivalents$824M17$924.7M18$876.9M19$391.5M20$442.5M20
Diluted shares40.740.2M39.7M39.3M38.9M

Superscripts are receipts. Each links to the SEC filing the number came from (full list at the bottom).

ii. Your slice — ownership made literal
If you owned
shares
Net assets behind them
$238.95
your share of equity
Profit it earned you last year
−$126.17
Free cash flow it threw off
$26.07
Debt you’d be carrying
$430.49

10 shares is a claim on $238.95 of net worth that earned you −$126.17 and generated $26.07 of cash last year, against $430.49 of debt.

iii. Is this a good business?
Moat signal · return on invested capital
2% avg · 5y
FY22 12%FY23 5%FY24 -2%FY25 -3%FY26 -3%

It earned about 2% on invested capital against a ~9% cost of capital — below the cost of funding. The numbers show no moat.

seeing a moat in the numbers →
Management signal · capital allocation
+95577296% shares · 5y

Share count is up 95577296% over 5 years — owners have been diluted. Worth asking what they got for it. Total debt has fallen 15% — deleveraging.

reading capital allocation →

Signals, not verdicts — read from the filings above. Numbers don’t prove a moat; they show its footprint. You decide.

iv. What it’s worth — engine v0.5.0

The 3 estimate methods that apply put fair value between $2.27 and $19.31 a share. They rest on different assumptions, so where they diverge is the story.

DCF · Growth Exit 10Y
$2.27
assumptions (10)
  • riskFreeRate4.8%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears10
  • fcfGrowth0.0%
  • fcfBase$102.1M
DCF · Growth Exit 5Y
$5.01
assumptions (10)
  • riskFreeRate4.8%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • terminalGrowth2.5%
  • projectionYears5
  • fcfGrowth0.0%
  • fcfBase$102.1M
Earnings Power Value
$19.31
assumptions (8)
  • riskFreeRate4.8%
  • equityRiskPremium5.0%
  • beta100.0%
  • equityWeight85.0%
  • costOfDebtSpread1.5%
  • taxRate21.0%
  • normalizedEarnings$73.6M
  • growthAssumed0.0%
Graham Number
not applicable
diluted EPS missing or non-positive — Graham Number undefined

Different models answer different questions — which to trust when →

v. The price question — last, on purpose
Is today’s price fair?
See live price ↗
Type a price. The ledger answers.
Or set your own belief
FCF growth, next 5 years0.0%
Discount rate (WACC)9.08%
Terminal growth2.5%
At your growth, a share is worth $5.01
The three cases
Bear0.0%$5.01
Base0.0%$5.01
Bull5.0%$13.86

Bear/base/bull growth = 0% / filed history / history + 5pp. Type a price to see the return each case implies.

Default growth 0.0%= this company’s own filed history (median-to-median FCF CAGR, clamped 0–20%). Your adjustments are recorded anonymously. They become the “what do owners actually believe” dataset.

Sources — the receipts
  1. 10-K · period ending 2022-06-25 · accession 0000950170-24-100261 (RevenueFromContractWithCustomerExcludingAssessedTax)
  2. 10-K · period ending 2023-06-24 · accession 0000817720-25-000073 (RevenueFromContractWithCustomerExcludingAssessedTax)
  3. 10-K · period ending 2024-06-29 · accession 0000817720-26-000055 (RevenueFromContractWithCustomerExcludingAssessedTax)
  4. 10-K · period ending 2022-06-25 · accession 0000950170-24-100261 (NetIncomeLoss)
  5. 10-K · period ending 2023-06-24 · accession 0000817720-25-000073 (NetIncomeLoss)
  6. 10-K · period ending 2024-06-29 · accession 0000817720-26-000055 (NetIncomeLoss)
  7. 10-K · period ending 2022-06-25 · accession 0000950170-24-100261 (NetCashProvidedByUsedInOperatingActivities)
  8. 10-K · period ending 2023-06-24 · accession 0000817720-25-000073 (NetCashProvidedByUsedInOperatingActivities)
  9. 10-K · period ending 2024-06-29 · accession 0000817720-26-000055 (NetCashProvidedByUsedInOperatingActivities)
  10. 10-K · period ending 2022-06-25 · accession 0000950170-24-100261 (PaymentsToAcquirePropertyPlantAndEquipment)
  11. 10-K · period ending 2023-06-24 · accession 0000817720-25-000073 (PaymentsToAcquirePropertyPlantAndEquipment)
  12. 10-K · period ending 2024-06-29 · accession 0000817720-26-000055 (PaymentsToAcquirePropertyPlantAndEquipment)
  13. 10-K · period ending 2022-06-25 · accession 0000950170-23-043521 (LongTermDebtNoncurrent)
  14. 10-K · period ending 2023-06-24 · accession 0000950170-24-100261 (LongTermDebtNoncurrent)
  15. 10-K · period ending 2024-06-29 · accession 0000817720-25-000073 (LongTermDebtNoncurrent)
  16. 10-K · period ending 2025-06-28 · accession 0000817720-26-000055 (LongTermDebtNoncurrent)
  17. 10-K · period ending 2022-06-25 · accession 0000950170-23-043521 (CashAndCashEquivalentsAtCarryingValue)
  18. 10-K · period ending 2023-06-24 · accession 0000950170-24-100261 (CashAndCashEquivalentsAtCarryingValue)
  19. 10-K · period ending 2024-06-29 · accession 0000817720-25-000073 (CashAndCashEquivalentsAtCarryingValue)
  20. 10-K · period ending 2025-06-28 · accession 0000817720-26-000055 (CashAndCashEquivalentsAtCarryingValue)