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2217.T$1460.00-0.95%
Fair $1460.00+0.0%

2217.T

Morozoff Limited

Consumer Defensive / ConfectionersTokyo

$1460.00

-14.00 (-0.95%)

Fairly Valued+0.0%Fair Value $1460.00Fund rank 26/100 · Data gapFallback financials|
SA 34/D
F-Score: 2/9
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 $-1.2B · quality 45.3/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 15/100Data 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

34/100

D

Piotroski

2/9

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 3.2%, below the 5% threshold
Thesis & Journal · 2217.TLocal privado en este navegador · Morozoff Limited
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

$29.3B

P/E

45.9x

↑

EV/EBITDA

16.7x

↑

ROE

3.2%

↓

Gross Margin

48.3%

↑

Debt/Equity

0.13

↓
52-Week Range$1460
$1460$1712

TradingView lightweight chart

2217.T price, volumen y niveles de valoración

Último $1,460Periodo +327.3%
Fair value: $1,460

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+3.7%

FCF CAGR

—

FCF margin

-9.0%

FCF / Net income

-5.06x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $36.27B · net income $642.9M · FCF $-3.25B

2023-FY → 2026-FY

Gross margin

48.3%-3.8% pts

Operating margin

3.5%-4.0% pts

Net margin

1.8%-3.5% pts

FCF margin

-9.0%-13.9% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$36.27B$36.27B$36.02B$34.93B$32.51B
Net Income$642.9M$642.9M$1.41B$1.72B$1.70B
EBITDA$1.78B$1.78B$2.93B$3.37B$3.38B
EPS——68.8581.5580.69
Gross Margin48.3%48.3%50.8%51.5%52.2%
Operating Margin3.5%3.5%5.7%7.1%7.5%
Net Margin1.8%1.8%3.9%4.9%5.2%
Balance Sheet
Debt/Equity0.130.130.080.080.09
Current Ratio1.931.93———
Cash Flow
Free Cash Flow$-3.25B$-3.25B$-1.23B$1.51B$1.59B
Returns
ROE3.2%3.2%7.3%8.7%9.2%
Valuation
P/E45.8545.8524.0716.7213.71
EV/EBITDA16.6516.6510.566.865.59
P/B1.471.471.751.451.26
Growth & Yield
Revenue Growth0.7%0.7%3.1%7.5%—
EPS Growth——-15.6%1.1%—
Dividend Yield1.1%1.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -12.6%

Total return

-12.6%

Start / end P/E

n/dx → n/dx

EPS bridge

68.85 → n/d

Residual

-13.7%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-13.7%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.