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2108.T$4140.00-0.72%
Fair $4140.00+0.0%

2108.T

Nippon Beet Sugar Manufacturing Co.,Ltd.

Consumer Defensive / ConfectionersTokyo

$4140.00

-30.00 (-0.72%)

Fairly Valued+0.0%Fair Value $4140.00Fund rank 24/100 · Data gapFallback financials|
SA 57/C
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 18%

FCF escenarios

weak_data · normalized FCF $-4.7B · quality 43.7/100

Data gap 24/100
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

57/100

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: 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 3.7%, below the 5% threshold
Thesis & Journal · 2108.TLocal privado en este navegador · Nippon Beet Sugar Manufacturing 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

$50.0B

P/E

10.1x

↓

EV/EBITDA

8.8x

↑

ROE

3.7%

↓

Gross Margin

20.4%

↓

Debt/Equity

0.12

↓
52-Week Range$4140
$2251$4560

TradingView lightweight chart

2108.T price, volumen y niveles de valoración

Último $4,140Periodo +206.7%
Fair value: $4,140

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

+3.5%

FCF CAGR

—

FCF margin

-15.6%

FCF / Net income

-3.75x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $64.80B · net income $2.70B · FCF $-10.14B

2022-FY → 2025-FY

Gross margin

20.4%-5.7% pts

Operating margin

0.8%-3.0% pts

Net margin

4.2%+0.8% pts

FCF margin

-15.6%-16.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$64.80B$64.80B$69.30B$65.01B$58.49B
Net Income$2.70B$2.70B$1.81B$1.26B$1.98B
EBITDA$6.55B$6.55B$5.36B$4.41B$5.61B
EPS215.15215.15138.4793.59141.76
Gross Margin20.4%20.4%19.9%23.3%26.1%
Operating Margin0.8%0.8%1.3%2.3%3.8%
Net Margin4.2%4.2%2.6%1.9%3.4%
Balance Sheet
Debt/Equity0.120.120.150.280.22
Current Ratio4.204.20———
Cash Flow
Free Cash Flow$-10.14B$-10.14B$8.81B$-4.65B$336.0M
Returns
ROE3.7%3.7%2.5%1.8%2.9%
Valuation
P/E10.0810.0814.6017.8011.43
EV/EBITDA8.858.855.888.295.58
P/B0.700.700.360.330.33
Growth & Yield
Revenue Growth-6.5%-6.5%6.6%11.1%—
EPS Growth55.4%55.4%48.0%-34.0%—
Dividend Yield6.2%6.2%———

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

19.5%

exigente

EPS terminal req.

$367.36

Spread vs growth

35.9%

5Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$444.50

Spread vs growth

39.8%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$715.87

Spread vs growth

42.6%

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 +88.8%

Total return

+88.8%

Start / end P/E

16.4x → 19.2x

EPS bridge

138.47 → 215.15

Residual

+9.7%

EPS growth+55.4%
Multiple rerating+17.5%
Dividend+6.2%
Residual / FX / buybacks / cross-term+9.7%

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.