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2055.T$322.00-1.83%
Fair $322.00+0.0%

2055.T

Nichiwa Sangyo Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$322.00

-6.00 (-1.83%)

Fairly Valued+0.0%Fair Value $322.00Fund rank 25/100 · Data gapFallback financials|
SA 48/C
F-Score: 6/9
Declining RevenueLow 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 18%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

48/100

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: 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. Revenue has declined for 2 consecutive years ROE is 1.7%, below the 5% threshold
Thesis & Journal · 2055.TLocal privado en este navegador · Nichiwa Sangyo 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

$5.8B

P/E

15.4x

↑

EV/EBITDA

0.7x

↓

ROE

1.7%

↓

Gross Margin

7.3%

↓

Debt/Equity

0.22

↓
52-Week Range$322
$293$415

TradingView lightweight chart

2055.T price, volumen y niveles de valoración

Último $322.00Periodo +41.9%
Fair value: $322.00

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

+2.7%

FCF CAGR

—

FCF margin

4.1%

FCF / Net income

6.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.58B · net income $310.0M · FCF $2.00B

2022-FY → 2025-FY

Gross margin

7.3%+1.8% pts

Operating margin

1.9%+1.6% pts

Net margin

0.6%+0.4% pts

FCF margin

4.1%+8.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$48.58B$48.58B$52.89B$54.66B$44.91B
Net Income$310.0M$310.0M$541.0M$157.0M$116.0M
EBITDA$1.14B$1.14B$1.68B$873.0M$875.0M
EPS17.1217.1229.918.686.08
Gross Margin7.3%7.3%5.9%4.4%5.5%
Operating Margin1.9%1.9%1.7%-0.4%0.3%
Net Margin0.6%0.6%1.0%0.3%0.3%
Balance Sheet
Debt/Equity0.220.220.220.240.25
Current Ratio2.332.33———
Cash Flow
Free Cash Flow$2.00B$2.00B$1.39B$-2.44B$-1.83B
Returns
ROE1.7%1.7%3.0%0.9%0.7%
Valuation
P/E15.3815.3810.3627.8848.19
EV/EBITDA0.680.681.523.972.58
P/B0.320.320.310.250.32
Growth & Yield
Revenue Growth-8.1%-8.1%-3.2%21.7%—
EPS Growth-42.8%-42.8%244.6%42.8%—
Dividend Yield1.8%1.8%———

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

18.6%

exigente

EPS terminal req.

$28.57

Spread vs growth

-61.4%

5Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$34.57

Spread vs growth

-57.9%

10Y implied EPS CAGR

12.5%

razonable

EPS terminal req.

$55.68

Spread vs growth

-55.3%

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 +5.0%

Total return

+5.0%

Start / end P/E

10.4x → 18.8x

EPS bridge

29.91 → 17.12

Residual

-34.3%

EPS growth-42.8%
Multiple rerating+80.3%
Dividend+1.8%
Residual / FX / buybacks / cross-term-34.3%

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.