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v0.1
2003.T$1662.00-1.77%
Fair $1662.00+0.0%

2003.T

Nitto Fuji Flour Milling Co.,Ltd.

Consumer Defensive / Farm ProductsTokyo

$1662.00

-30.00 (-1.77%)

Fairly Valued+0.0%Fair Value $1662.00Fund rank 29/100 · Data gapFallback financials|
SA 43/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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $2.4B · quality 52.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

43/100

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 · 2003.TLocal privado en este navegador · Nitto Fuji Flour Milling 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

$60.5B

P/E

18.2x

↑

EV/EBITDA

8.6x

↓

ROE

7.2%

↑

Gross Margin

23.8%

↓

Debt/Equity

0.01

↓
52-Week Range$1662
$1648$1943

TradingView lightweight chart

2003.T price, volumen y niveles de valoración

Último $1,662Periodo +536.2%
Fair value: $1,662

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

+6.8%

FCF CAGR

+67.0%

FCF margin

3.3%

FCF / Net income

0.67x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $72.34B · net income $3.55B · FCF $2.37B

2022-FY → 2025-FY

Gross margin

23.8%-0.6% pts

Operating margin

7.1%-0.4% pts

Net margin

4.9%-1.4% pts

FCF margin

3.3%+2.4% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$72.34B$72.34B$72.60B$69.54B$59.34B
Net Income$3.55B$3.55B$4.24B$3.96B$3.71B
EBITDA$6.94B$6.94B$7.32B$7.11B$6.80B
EPS97.4997.49116.38108.83101.89
Gross Margin23.8%23.8%22.9%22.9%24.4%
Operating Margin7.1%7.1%7.2%7.6%7.4%
Net Margin4.9%4.9%5.8%5.7%6.3%
Balance Sheet
Debt/Equity0.010.010.010.010.01
Current Ratio3.523.52———
Cash Flow
Free Cash Flow$2.37B$2.37B$3.21B$-377.0M$508.0M
Returns
ROE7.2%7.2%8.5%8.7%8.9%
Valuation
P/E18.2218.2211.2310.1910.60
EV/EBITDA8.618.616.345.605.61
P/B1.231.230.960.890.94
Growth & Yield
Revenue Growth-0.4%-0.4%4.4%17.2%—
EPS Growth-16.2%-16.2%6.9%6.8%—
Dividend Yield4.1%4.1%———

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

14.8%

razonable

EPS terminal req.

$147.47

Spread vs growth

-31.0%

5Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$178.44

Spread vs growth

-29.1%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$287.39

Spread vs growth

-27.6%

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 -6.3%

Total return

-6.3%

Start / end P/E

15.9x → 17.0x

EPS bridge

116.38 → 97.49

Residual

-1.1%

EPS growth-16.2%
Multiple rerating+7.0%
Dividend+4.1%
Residual / FX / buybacks / cross-term-1.1%

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.