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2220.T$1192.00-0.25%
Fair $1192.00+0.0%

2220.T

Kameda Seika Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1192.00

-3.00 (-0.25%)

Fairly Valued+0.0%Fair Value $1192.00Fund rank 28/100 · Data gapFallback financials|
SA 49/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 32% · confianza 22%

FCF escenarios

weak_data · normalized FCF $975.0M · quality 45.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 29/100Data 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

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 · 2220.TLocal privado en este navegador · Kameda Seika 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

$75.4B

P/E

3.1x

↓

EV/EBITDA

7.2x

↓

ROE

7.2%

↑

Gross Margin

27.2%

↓

Debt/Equity

0.33

↓
52-Week Range$1192
$1165$1538

TradingView lightweight chart

2220.T price, volumen y niveles de valoración

Último $1,192Periodo +615.2%
Fair value: $1,192

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

+6.6%

FCF CAGR

—

FCF margin

0.9%

FCF / Net income

0.18x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $103.26B · net income $5.42B · FCF $975.0M

2022-FY → 2025-FY

Gross margin

27.2%-0.9% pts

Operating margin

5.3%-0.3% pts

Net margin

5.2%+0.1% pts

FCF margin

0.9%+1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$103.26B$103.26B$95.53B$94.99B$85.16B
Net Income$5.42B$5.42B$2.26B$1.89B$4.42B
EBITDA$12.56B$12.56B$11.38B$9.09B$11.38B
EPS85.6685.6635.6929.9369.88
Gross Margin27.2%27.2%27.0%25.8%28.0%
Operating Margin5.3%5.3%4.7%3.8%5.7%
Net Margin5.2%5.2%2.4%2.0%5.2%
Balance Sheet
Debt/Equity0.330.330.340.360.30
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$975.0M$975.0M$1.96B$534.0M$-236.0M
Returns
ROE7.2%7.2%3.2%2.9%7.0%
Valuation
P/E3.063.0638.4848.5119.25
EV/EBITDA7.167.168.9211.788.55
P/B1.001.001.241.421.34
Growth & Yield
Revenue Growth8.1%8.1%0.6%11.5%—
EPS Growth140.0%140.0%19.2%-57.2%—
Dividend Yield2.0%2.0%———

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

7.3%

razonable

EPS terminal req.

$105.77

Spread vs growth

132.8%

5Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$127.98

Spread vs growth

131.7%

10Y implied EPS CAGR

9.2%

razonable

EPS terminal req.

$206.12

Spread vs growth

130.9%

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 -4.4%

Total return

-4.4%

Start / end P/E

35.7x → 13.9x

EPS bridge

35.69 → 85.66

Residual

-85.4%

EPS growth+140.0%
Multiple rerating-61.0%
Dividend+2.0%
Residual / FX / buybacks / cross-term-85.4%

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.