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2009.T$1086.00-0.74%
Fair $1086.00+0.0%

2009.T

The Torigoe Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1086.00

-8.00 (-0.74%)

Fairly Valued+0.0%Fair Value $1086.00Fund rank 30/100 · Data gapFallback financials|
SA 44/C
F-Score: 6/9
Low 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 32% · confianza 23%

FCF escenarios

weak_data · normalized FCF $809.1M · quality 51.3/100

Data gap 30/100
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

44/100

C

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 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. ROE is 3.1%, below the 5% threshold
Thesis & Journal · 2009.TLocal privado en este navegador · The Torigoe 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

$25.3B

P/E

21.9x

↑

EV/EBITDA

7.6x

↓

ROE

3.1%

↓

Gross Margin

19.9%

↓

Debt/Equity

0.08

↓
52-Week Range$1086
$880$1166

TradingView lightweight chart

2009.T price, volumen y niveles de valoración

Último $1,066Periodo +224.0%
Fair value: $1,086

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

+2.5%

FCF CAGR

—

FCF margin

3.1%

FCF / Net income

0.71x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $26.25B · net income $1.13B · FCF $809.1M

2022-FY → 2025-FY

Gross margin

19.9%-0.2% pts

Operating margin

5.0%-0.1% pts

Net margin

4.3%+0.5% pts

FCF margin

3.1%+5.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$26.25B$26.25B$26.17B$26.39B$24.40B
Net Income$1.13B$1.13B$950.0M$966.3M$931.9M
EBITDA$2.47B$2.47B$2.31B$2.17B$2.08B
EPS——40.8141.5140.04
Gross Margin19.9%19.9%18.6%18.2%20.1%
Operating Margin5.0%5.0%4.1%4.0%5.1%
Net Margin4.3%4.3%3.6%3.7%3.8%
Balance Sheet
Debt/Equity0.080.080.090.070.09
Current Ratio4.964.96———
Cash Flow
Free Cash Flow$809.1M$809.1M$1.30B$715.6M$-499.0M
Returns
ROE3.1%3.1%2.6%2.8%2.8%
Valuation
P/E21.9121.9118.5215.6614.49
EV/EBITDA7.567.564.564.213.78
P/B0.680.680.490.440.40
Growth & Yield
Revenue Growth0.3%0.3%-0.8%8.1%—
EPS Growth——-1.7%3.7%—
Dividend Yield4.6%4.6%———

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 +22.7%

Total return

+22.7%

Start / end P/E

n/dx → n/dx

EPS bridge

40.81 → n/d

Residual

+18.2%

EPS growthn/d
Multiple reratingn/d
Dividend+4.6%
Residual / FX / buybacks / cross-term+18.2%

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.