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2281.T$2323.00-2.48%
Fair $2323.00+0.0%

2281.T

Prima Meat Packers, Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2323.00

-59.00 (-2.48%)

Fairly Valued+0.0%Fair Value $2323.00Fund rank 27/100 · Data gapFallback financials|
SA 42/C
F-Score: 4/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $2.2B · quality 47.0/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 20/100Data 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

42/100

C

Piotroski

4/9

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 · 2281.TLocal privado en este navegador · Prima Meat Packers, 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

$116.8B

P/E

25.5x

↑

EV/EBITDA

5.6x

↓

ROE

5.9%

↓

Gross Margin

10.6%

↓

Debt/Equity

0.18

↓
52-Week Range$2323
$2213$2929

TradingView lightweight chart

2281.T price, volumen y niveles de valoración

Último $2,323Periodo +342.5%
Fair value: $2,323

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

+2.9%

FCF CAGR

+24.3%

FCF margin

0.5%

FCF / Net income

0.31x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $458.35B · net income $7.08B · FCF $2.17B

2022-FY → 2025-FY

Gross margin

10.6%-2.0% pts

Operating margin

2.0%-1.4% pts

Net margin

1.5%-0.8% pts

FCF margin

0.5%+0.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$458.35B$458.35B$448.43B$430.74B$420.72B
Net Income$7.08B$7.08B$7.49B$4.50B$9.72B
EBITDA$22.67B$22.67B$25.09B$17.34B$25.86B
EPS——149.0389.66193.41
Gross Margin10.6%10.6%11.2%11.1%12.5%
Operating Margin2.0%2.0%2.6%2.3%3.3%
Net Margin1.5%1.5%1.7%1.0%2.3%
Balance Sheet
Debt/Equity0.180.180.180.220.18
Current Ratio1.221.22———
Cash Flow
Free Cash Flow$2.17B$2.17B$5.88B$-8.85B$1.13B
Returns
ROE5.9%5.9%6.3%4.0%8.7%
Valuation
P/E25.4625.4615.1824.5811.41
EV/EBITDA5.585.584.877.224.60
P/B0.980.980.950.980.99
Growth & Yield
Revenue Growth2.2%2.2%4.1%2.4%—
EPS Growth——66.2%-53.6%—
Dividend Yield3.4%3.4%———

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 +7.4%

Total return

+7.4%

Start / end P/E

n/dx → n/dx

EPS bridge

149.03 → n/d

Residual

+4.1%

EPS growthn/d
Multiple reratingn/d
Dividend+3.4%
Residual / FX / buybacks / cross-term+4.1%

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.