StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
2286.T$867.00-0.80%
Fair $867.00+0.0%

2286.T

Hayashikane Sangyo Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$867.00

-7.00 (-0.80%)

Fairly Valued+0.0%Fair Value $867.00Fund rank 26/100 · Data gapFallback financials|
SA 53/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 33% · confianza 19%

FCF escenarios

weak_data · normalized FCF $716.0M · quality 39.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

53/100

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 · 2286.TLocal privado en este navegador · Hayashikane Sangyo 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

$7.1B

P/E

5.7x

↓

EV/EBITDA

5.0x

↓

ROE

8.9%

↑

Gross Margin

11.5%

↓

Debt/Equity

0.71

↑
52-Week Range$867
$483$1023

TradingView lightweight chart

2286.T price, volumen y niveles de valoración

Último $867.00Periodo -25.3%
Fair value: $867.00

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

+6.8%

FCF CAGR

+35.5%

FCF margin

1.5%

FCF / Net income

0.68x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $49.27B · net income $1.05B · FCF $716.0M

2022-FY → 2025-FY

Gross margin

11.5%-3.0% pts

Operating margin

2.2%+0.4% pts

Net margin

2.1%+0.4% pts

FCF margin

1.5%+0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$49.27B$49.27B$47.38B$42.54B$40.39B
Net Income$1.05B$1.05B$749.0M$333.2M$707.8M
EBITDA$2.55B$2.55B$1.87B$1.30B$2.05B
EPS123.42123.4285.9037.8280.57
Gross Margin11.5%11.5%11.0%11.1%14.5%
Operating Margin2.2%2.2%1.5%0.8%1.8%
Net Margin2.1%2.1%1.6%0.8%1.8%
Balance Sheet
Debt/Equity0.710.710.841.041.07
Current Ratio1.511.51———
Cash Flow
Free Cash Flow$716.0M$716.0M$2.99B$-694.8M$287.8M
Returns
ROE8.9%8.9%6.8%3.4%7.2%
Valuation
P/E5.685.686.6012.066.13
EV/EBITDA4.984.986.2710.406.27
P/B0.630.630.450.400.44
Growth & Yield
Revenue Growth4.0%4.0%11.4%5.3%—
EPS Growth43.7%43.7%127.1%-53.1%—
Dividend Yield5.2%5.2%———

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

-14.6%

fácil

EPS terminal req.

$76.93

Spread vs growth

58.3%

5Y implied EPS CAGR

-5.5%

fácil

EPS terminal req.

$93.09

Spread vs growth

49.2%

10Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$149.92

Spread vs growth

41.7%

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 +83.2%

Total return

+83.2%

Start / end P/E

5.7x → 7.0x

EPS bridge

85.90 → 123.42

Residual

+10.4%

EPS growth+43.7%
Multiple rerating+23.9%
Dividend+5.2%
Residual / FX / buybacks / cross-term+10.4%

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.