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1380.T$1000.00-0.50%
Fair $1000.00+0.0%

1380.T

Akikawa Foods & Farms Co., Ltd.

Consumer Defensive / Farm ProductsTokyo

$1000.00

-5.00 (-0.50%)

Fairly Valued+0.0%Fair Value $1000.00Fund rank 20/100 · Data gapFallback financials|
SA 30/D
F-Score: 5/9
Margin CompressionLow Profitability

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 34% · confianza 14%

FCF escenarios

weak_data · normalized FCF $-238.5M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

30/100

D

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 1.3%, below the 5% threshold
Thesis & Journal · 1380.TLocal privado en este navegador · Akikawa Foods & Farms 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

$4.2B

P/E

191.2x

↑

EV/EBITDA

11.7x

↑

ROE

1.3%

↓

Gross Margin

24.0%

↓

Debt/Equity

1.57

↑
52-Week Range$1000
$970$1245

TradingView lightweight chart

1380.T price, volumen y niveles de valoración

Último $1,000Periodo +65.3%
Fair value: $1,000

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

+6.2%

FCF CAGR

—

FCF margin

3.2%

FCF / Net income

9.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $7.96B · net income $28.2M · FCF $255.5M

2022-FY → 2025-FY

Gross margin

24.0%-1.8% pts

Operating margin

-0.0%-1.8% pts

Net margin

0.4%-2.0% pts

FCF margin

3.2%+5.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$7.96B$7.96B$7.39B$7.07B$6.64B
Net Income$28.2M$28.2M$98.3M$156.0M$159.6M
EBITDA$568.1M$568.1M$591.0M$643.6M$625.0M
EPS6.766.7623.5837.4338.27
Gross Margin24.0%24.0%23.6%23.4%25.7%
Operating Margin-0.0%-0.0%0.2%0.3%1.7%
Net Margin0.4%0.4%1.3%2.2%2.4%
Balance Sheet
Debt/Equity1.571.571.541.171.12
Current Ratio1.041.04———
Cash Flow
Free Cash Flow$255.5M$255.5M$-657.7M$-238.5M$-140.3M
Returns
ROE1.3%1.3%4.5%7.3%7.8%
Valuation
P/E191.20191.2044.1927.8927.70
EV/EBITDA11.6611.6611.879.429.32
P/B1.911.911.992.042.17
Growth & Yield
Revenue Growth7.6%7.6%4.6%6.5%—
EPS Growth-71.3%-71.3%-37.0%-2.2%—
Dividend Yield1.0%1.0%———

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

135.9%

muy exigente

EPS terminal req.

$88.73

Spread vs growth

-207.2%

5Y implied EPS CAGR

73.9%

muy exigente

EPS terminal req.

$107.37

Spread vs growth

-145.2%

10Y implied EPS CAGR

38.3%

muy exigente

EPS terminal req.

$172.92

Spread vs growth

-109.6%

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 +2.9%

Total return

+2.9%

Start / end P/E

41.6x → 147.9x

EPS bridge

23.58 → 6.76

Residual

-182.3%

EPS growth-71.3%
Multiple rerating+255.6%
Dividend+1.0%
Residual / FX / buybacks / cross-term-182.3%

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.