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2208.T$2890.00-0.76%
Fair $2890.00+0.0%

2208.T

Bourbon Corporation

Consumer Defensive / ConfectionersTokyo

$2890.00

-22.00 (-0.76%)

Fairly Valued+0.0%Fair Value $2890.00Fund rank 28/100 · Data gapFallback financials|
SA 55/C
F-Score: 8/9

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 19%

FCF escenarios

weak_data · normalized FCF $-294.0M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

55/100

C

Piotroski

8/9

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 · 2208.TLocal privado en este navegador · Bourbon Corporation
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

$69.9B

P/E

11.8x

↓

EV/EBITDA

4.3x

↓

ROE

9.1%

↑

Gross Margin

25.7%

↓

Debt/Equity

0.06

↓
52-Week Range$2890
$2382$3375

TradingView lightweight chart

2208.T price, volumen y niveles de valoración

Último $2,890Periodo +420.7%
Fair value: $2,890

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

+6.3%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

-0.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $113.47B · net income $5.57B · FCF $-294.0M

2022-FY → 2025-FY

Gross margin

25.7%+0.3% pts

Operating margin

6.6%+2.2% pts

Net margin

4.9%+1.3% pts

FCF margin

-0.3%-3.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$113.47B$113.47B$103.72B$97.38B$94.45B
Net Income$5.57B$5.57B$3.07B$1.10B$3.37B
EBITDA$13.11B$13.11B$9.26B$6.45B$9.24B
EPS231.17231.17127.8545.64—
Gross Margin25.7%25.7%23.6%22.6%25.4%
Operating Margin6.6%6.6%3.7%1.7%4.4%
Net Margin4.9%4.9%3.0%1.1%3.6%
Balance Sheet
Debt/Equity0.060.060.090.110.02
Current Ratio1.961.96———
Cash Flow
Free Cash Flow$-294.0M$-294.0M$4.46B$-3.60B$3.18B
Returns
ROE9.1%9.1%5.4%2.0%6.4%
Valuation
P/E11.8211.8217.9846.74—
EV/EBITDA4.264.264.426.333.86
P/B1.131.130.980.960.97
Growth & Yield
Revenue Growth9.4%9.4%6.5%3.1%—
EPS Growth80.8%80.8%180.1%——
Dividend Yield1.5%1.5%———

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

3.5%

fácil

EPS terminal req.

$256.44

Spread vs growth

77.3%

5Y implied EPS CAGR

6.1%

razonable

EPS terminal req.

$310.29

Spread vs growth

74.7%

10Y implied EPS CAGR

8.0%

razonable

EPS terminal req.

$499.73

Spread vs growth

72.8%

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 +12.5%

Total return

+12.5%

Start / end P/E

20.4x → 12.5x

EPS bridge

127.85 → 231.17

Residual

-31.2%

EPS growth+80.8%
Multiple rerating-38.6%
Dividend+1.5%
Residual / FX / buybacks / cross-term-31.2%

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.