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v0.1
2060.T$1146.00-2.00%
Fair $1146.00+0.0%

2060.T

Feed One Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1146.00

-24.00 (-2.00%)

Fairly Valued+0.0%Fair Value $1146.00Fund rank 27/100 · Data gapFallback financials|
SA 59/C
F-Score: 7/9

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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 45.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

59/100

C

Piotroski

7/9

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 · 2060.TLocal privado en este navegador · Feed One 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

$43.9B

P/E

6.9x

↓

EV/EBITDA

5.8x

↓

ROE

9.9%

↑

Gross Margin

10.8%

↓

Debt/Equity

0.51

↑
52-Week Range$1146
$926$1333

TradingView lightweight chart

2060.T price, volumen y niveles de valoración

Último $1,176Periodo +106.3%
Fair value: $1,146

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

+247.5%

FCF margin

1.7%

FCF / Net income

0.91x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $296.05B · net income $5.39B · FCF $4.91B

2022-FY → 2025-FY

Gross margin

10.8%+1.4% pts

Operating margin

2.1%+0.4% pts

Net margin

1.8%+0.3% pts

FCF margin

1.7%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$296.05B$296.05B$313.88B$307.91B$243.20B
Net Income$5.39B$5.39B$5.08B$1.03B$3.66B
EBITDA$10.59B$10.59B$11.00B$5.03B$8.38B
EPS140.84140.84132.9727.01—
Gross Margin10.8%10.8%9.8%7.4%9.3%
Operating Margin2.1%2.1%2.5%0.5%1.8%
Net Margin1.8%1.8%1.6%0.3%1.5%
Balance Sheet
Debt/Equity0.510.510.650.820.51
Current Ratio1.851.85———
Cash Flow
Free Cash Flow$4.91B$4.91B$8.49B$-9.89B$117.0M
Returns
ROE9.9%9.9%10.1%2.3%8.3%
Valuation
P/E6.876.877.4024.99—
EV/EBITDA5.805.805.3910.975.24
P/B0.800.800.750.580.56
Growth & Yield
Revenue Growth-5.7%-5.7%1.9%26.6%—
EPS Growth5.9%5.9%392.3%——
Dividend Yield4.4%4.4%———

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

-10.3%

fácil

EPS terminal req.

$101.69

Spread vs growth

16.2%

5Y implied EPS CAGR

-2.7%

fácil

EPS terminal req.

$123.04

Spread vs growth

8.6%

10Y implied EPS CAGR

3.5%

fácil

EPS terminal req.

$198.16

Spread vs growth

2.4%

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 +29.0%

Total return

+29.0%

Start / end P/E

7.1x → 8.3x

EPS bridge

132.97 → 140.84

Residual

+1.0%

EPS growth+5.9%
Multiple rerating+17.6%
Dividend+4.4%
Residual / FX / buybacks / cross-term+1.0%

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.