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2288.T$2197.00-3.85%
Fair $2197.00+0.0%

2288.T

Marudai Food Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2197.00

-88.00 (-3.85%)

Fairly Valued+0.0%Fair Value $2197.00Fund rank 31/100 · Data gapFallback financials|
SA 42/C
F-Score: 7/9

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.4B · quality 65.0/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 54/100Data 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

7/9

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 · 2288.TLocal privado en este navegador · Marudai Food 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

$53.1B

P/E

5.5x

↓

EV/EBITDA

5.4x

↓

ROE

8.3%

↑

Gross Margin

15.8%

↓

Debt/Equity

0.30

↓
52-Week Range$2197
$1751$2478

TradingView lightweight chart

2288.T price, volumen y niveles de valoración

Último $2,197Periodo +218.4%
Fair value: $2,197

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

+2.4%

FCF CAGR

-8.4%

FCF margin

2.3%

FCF / Net income

0.98x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $234.97B · net income $5.49B · FCF $5.40B

2022-FY → 2025-FY

Gross margin

15.8%+1.2% pts

Operating margin

2.3%+2.7% pts

Net margin

2.3%+2.5% pts

FCF margin

2.3%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$234.97B$234.97B$228.81B$221.98B$218.61B
Net Income$5.49B$5.49B$-9.41B$-4.99B$-376.0M
EBITDA$12.04B$12.04B$-1.94B$4.42B$7.94B
EPS222.06222.06-377.73-198.77-14.88
Gross Margin15.8%15.8%15.2%13.7%14.6%
Operating Margin2.3%2.3%1.4%-0.6%-0.4%
Net Margin2.3%2.3%-4.1%-2.2%-0.2%
Balance Sheet
Debt/Equity0.300.300.350.330.28
Current Ratio1.661.66———
Cash Flow
Free Cash Flow$5.40B$5.40B$10.01B$2.91B$7.03B
Returns
ROE8.3%8.3%-15.2%-7.3%-0.5%
Valuation
P/E5.495.49———
EV/EBITDA5.395.39—11.876.32
P/B0.820.820.650.540.50
Growth & Yield
Revenue Growth2.7%2.7%3.1%1.5%—
EPS Growth158.8%158.8%-90.0%-1235.8%—
Dividend Yield3.6%3.6%———

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

-4.2%

fácil

EPS terminal req.

$194.95

Spread vs growth

163.0%

5Y implied EPS CAGR

1.2%

fácil

EPS terminal req.

$235.89

Spread vs growth

157.6%

10Y implied EPS CAGR

5.5%

razonable

EPS terminal req.

$379.90

Spread vs growth

153.3%

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 +24.0%

Total return

+24.0%

Start / end P/E

n/dx → n/dx

EPS bridge

-377.73 → 222.06

Residual

+20.4%

EPS growthn/d
Multiple reratingn/d
Dividend+3.6%
Residual / FX / buybacks / cross-term+20.4%

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.