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2117.T$2530.00-0.43%
Fair $2530.00+0.0%

2117.T

WELLNEO SUGAR Co., Ltd.

Consumer Defensive / ConfectionersTokyo

$2530.00

-11.00 (-0.43%)

Fairly Valued+0.0%Fair Value $2530.00Fund rank 30/100 · Data gapFallback financials|
SA 60/B
F-Score: 5/9

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $4.9B · quality 52.3/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 32/100Data 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

60/100

B

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: 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 · 2117.TLocal privado en este navegador · WELLNEO 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

$82.8B

P/E

12.8x

↓

EV/EBITDA

7.9x

↓

ROE

7.6%

↑

Gross Margin

20.1%

↓

Debt/Equity

0.24

↓
52-Week Range$2530
$2230$3050

TradingView lightweight chart

2117.T price, volumen y niveles de valoración

Último $2,530Periodo +1907.9%
Fair value: $2,530

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

+28.2%

FCF CAGR

+62.1%

FCF margin

6.2%

FCF / Net income

1.09x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $97.07B · net income $5.57B · FCF $6.07B

2022-FY → 2025-FY

Gross margin

20.1%+2.2% pts

Operating margin

8.3%+3.6% pts

Net margin

5.7%+2.0% pts

FCF margin

6.2%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$97.07B$97.07B$92.19B$58.35B$46.06B
Net Income$5.57B$5.57B$5.52B$1.06B$1.72B
EBITDA$10.81B$10.81B$10.13B$3.71B$4.10B
EPS170.05170.05168.6143.2677.63
Gross Margin20.1%20.1%17.6%15.9%17.8%
Operating Margin8.3%8.3%6.3%2.8%4.7%
Net Margin5.7%5.7%6.0%1.8%3.7%
Balance Sheet
Debt/Equity0.240.240.150.180.11
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$6.07B$6.07B$4.87B$-2.21B$1.42B
Returns
ROE7.6%7.6%7.8%1.6%3.5%
Valuation
P/E12.7812.7813.2738.5121.92
EV/EBITDA7.877.877.0411.408.56
P/B1.141.141.030.600.77
Growth & Yield
Revenue Growth5.3%5.3%58.0%26.7%—
EPS Growth0.9%0.9%289.8%-44.3%—
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%

3Y implied EPS CAGR

9.7%

razonable

EPS terminal req.

$224.50

Spread vs growth

-8.8%

5Y implied EPS CAGR

9.8%

razonable

EPS terminal req.

$271.64

Spread vs growth

-9.0%

10Y implied EPS CAGR

9.9%

razonable

EPS terminal req.

$437.48

Spread vs growth

-9.1%

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 +15.4%

Total return

+15.4%

Start / end P/E

13.5x → 14.9x

EPS bridge

168.61 → 170.05

Residual

+0.1%

EPS growth+0.9%
Multiple rerating+9.8%
Dividend+4.6%
Residual / FX / buybacks / cross-term+0.1%

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.