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2109.T$3225.00-0.77%
Fair $3225.00+0.0%

2109.T

Mitsui DM Sugar Co.,Ltd.

Consumer Defensive / ConfectionersTokyo

$3225.00

-25.00 (-0.77%)

Fairly Valued+0.0%Fair Value $3225.00Fund rank 24/100 · Data gapFallback financials|
SA 49/C
F-Score: 4/9

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 17%

FCF escenarios

weak_data · normalized FCF $5.1B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data 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

49/100

C

Piotroski

4/9

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 · 2109.TLocal privado en este navegador · Mitsui DM Sugar 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

$100.4B

P/E

25.6x

↑

EV/EBITDA

6.6x

↓

ROE

5.5%

↓

Gross Margin

22.4%

↓

Debt/Equity

0.42

↑
52-Week Range$3225
$3000$3590

TradingView lightweight chart

2109.T price, volumen y niveles de valoración

Último $3,225Periodo +217.7%
Fair value: $3,225

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

+6.5%

FCF CAGR

—

FCF margin

10.4%

FCF / Net income

2.94x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $178.78B · net income $6.29B · FCF $18.53B

2022-FY → 2025-FY

Gross margin

22.4%+4.2% pts

Operating margin

7.7%+5.3% pts

Net margin

3.5%+1.0% pts

FCF margin

10.4%+13.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$178.78B$178.78B$170.77B$163.31B$147.88B
Net Income$6.29B$6.29B$8.45B$7.91B$3.66B
EBITDA$16.90B$16.90B$17.74B$20.64B$12.15B
EPS195.06195.06261.72245.16112.94
Gross Margin22.4%22.4%17.4%16.0%18.3%
Operating Margin7.7%7.7%2.5%0.7%2.5%
Net Margin3.5%3.5%4.9%4.8%2.5%
Balance Sheet
Debt/Equity0.420.420.400.450.30
Current Ratio2.102.10———
Cash Flow
Free Cash Flow$18.53B$18.53B$5.14B$-11.73B$-4.04B
Returns
ROE5.5%5.5%7.5%7.4%3.6%
Valuation
P/E25.6425.6411.908.5316.81
EV/EBITDA6.636.636.784.244.94
P/B0.910.910.900.630.61
Growth & Yield
Revenue Growth4.7%4.7%4.6%10.4%—
EPS Growth-25.5%-25.5%6.8%117.1%—
Dividend Yield4.3%4.3%———

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

13.6%

razonable

EPS terminal req.

$286.17

Spread vs growth

-39.1%

5Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$346.26

Spread vs growth

-37.6%

10Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$557.65

Spread vs growth

-36.5%

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 +6.1%

Total return

+6.1%

Start / end P/E

12.1x → 16.5x

EPS bridge

261.72 → 195.06

Residual

-9.3%

EPS growth-25.5%
Multiple rerating+36.5%
Dividend+4.3%
Residual / FX / buybacks / cross-term-9.3%

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.