StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2270.T$3430.00-0.29%
Fair $3430.00+0.0%

2270.T

MEGMILK SNOW BRAND Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$3430.00

-10.00 (-0.29%)

Fairly Valued+0.0%Fair Value $3430.00Fund rank 32/100 · Data gapFallback financials|
SA 59/C
F-Score: 6/9

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.0B · quality 63.0/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 46/100Data 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

59/100

C

Piotroski

6/9

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 · 2270.TLocal privado en este navegador · MEGMILK SNOW BRAND 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

$207.8B

P/E

6.5x

↓

EV/EBITDA

7.3x

↓

ROE

5.7%

↓

Gross Margin

16.5%

↓

Debt/Equity

0.23

↓
52-Week Range$3430
$2657$3600

TradingView lightweight chart

2270.T price, volumen y niveles de valoración

Último $3,430Periodo +336.4%
Fair value: $3,430

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

+3.3%

FCF CAGR

—

FCF margin

-0.2%

FCF / Net income

-0.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $615.82B · net income $13.90B · FCF $-1.16B

2022-FY → 2025-FY

Gross margin

16.5%+0.5% pts

Operating margin

3.1%-0.1% pts

Net margin

2.3%+0.1% pts

FCF margin

-0.2%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$615.82B$615.82B$605.42B$584.31B$558.40B
Net Income$13.90B$13.90B$19.43B$9.13B$12.07B
EBITDA$36.31B$36.31B$45.96B$30.65B$34.67B
EPS205.93205.93287.67135.18178.70
Gross Margin16.5%16.5%16.2%14.9%16.0%
Operating Margin3.1%3.1%3.0%2.2%3.2%
Net Margin2.3%2.3%3.2%1.6%2.2%
Balance Sheet
Debt/Equity0.230.230.250.330.35
Current Ratio1.371.37———
Cash Flow
Free Cash Flow$-1.16B$-1.16B$11.86B$7.04B$9.45B
Returns
ROE5.7%5.7%8.4%4.3%5.8%
Valuation
P/E6.536.539.1913.0311.09
EV/EBITDA7.337.334.545.505.37
P/B0.950.950.770.560.65
Growth & Yield
Revenue Growth1.7%1.7%3.6%4.6%—
EPS Growth-28.4%-28.4%112.8%-24.4%—
Dividend Yield2.9%2.9%———

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

13.9%

razonable

EPS terminal req.

$304.36

Spread vs growth

-42.3%

5Y implied EPS CAGR

12.3%

razonable

EPS terminal req.

$368.27

Spread vs growth

-40.7%

10Y implied EPS CAGR

11.2%

razonable

EPS terminal req.

$593.10

Spread vs growth

-39.6%

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 +27.1%

Total return

+27.1%

Start / end P/E

9.6x → 16.7x

EPS bridge

287.67 → 205.93

Residual

-20.9%

EPS growth-28.4%
Multiple rerating+73.4%
Dividend+2.9%
Residual / FX / buybacks / cross-term-20.9%

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.