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250A.T$1564.00-1.20%
Fair $1564.00+0.0%

250A.T

250A.T

Consumer Defensive / Packaged FoodsTokyo

$1564.00

-19.00 (-1.20%)

Fairly Valued+0.0%Fair Value $1564.00Fund rank 36/100 · 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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.7B · quality 74.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 71/100Data 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

12/100

SEC 0%

Latest source: unknownPeriods: 3Warnings: 0unknown: 3
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 · 250A.TLocal privado en este navegador · 250A.T
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

$22.4B

P/E

9.1x

↓

EV/EBITDA

3.7x

↓

ROE

14.1%

↑

Gross Margin

29.2%

↑

Debt/Equity

0.01

↓
52-Week Range$1564
$1552$1980

TradingView lightweight chart

250A.T price, volumen y niveles de valoración

Último $1,564Periodo -6.2%
Fair value: $1,564

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2025 · 2 años de histórico normalizado

Revenue CAGR

+7.8%

FCF CAGR

+11.5%

FCF margin

4.2%

FCF / Net income

0.66x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.63B · net income $2.55B · FCF $1.68B

2023-FY → 2025-FY

Gross margin

29.2%+1.3% pts

Operating margin

8.5%+2.0% pts

Net margin

6.4%+1.1% pts

FCF margin

4.2%+0.3% pts
MetricTTM
2025
2024
2023
Income Statement
Revenue$39.63B$39.63B$38.97B$34.12B
Net Income$2.55B$2.55B$2.52B$1.83B
EBITDA$4.96B$4.96B$4.90B$3.76B
EPS167.99167.99166.05120.65
Gross Margin29.2%29.2%29.9%28.0%
Operating Margin8.5%8.5%8.6%6.5%
Net Margin6.4%6.4%6.5%5.4%
Balance Sheet
Debt/Equity0.010.010.000.22
Current Ratio1.861.86——
Cash Flow
Free Cash Flow$1.68B$1.68B$3.11B$1.35B
Returns
ROE14.1%14.1%15.9%9.4%
Valuation
P/E9.149.14——
EV/EBITDA3.693.69——
P/B1.321.32——
Growth & Yield
Revenue Growth1.7%1.7%14.2%—
EPS Growth1.2%1.2%37.6%—
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%

3Y implied EPS CAGR

-6.2%

fácil

EPS terminal req.

$138.78

Spread vs growth

7.3%

5Y implied EPS CAGR

-0.0%

fácil

EPS terminal req.

$167.92

Spread vs growth

1.2%

10Y implied EPS CAGR

4.9%

fácil

EPS terminal req.

$270.44

Spread vs growth

-3.7%

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 -8.0%

Total return

-8.0%

Start / end P/E

10.6x → 9.3x

EPS bridge

166.05 → 167.99

Residual

-0.1%

EPS growth+1.2%
Multiple rerating-12.5%
Dividend+3.4%
Residual / FX / buybacks / cross-term-0.1%

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.