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2573.T$4185.00-1.65%
Fair $4185.00+0.0%

2573.T

Hokkaido Coca-Cola Bottling Co.,Ltd.

Consumer Defensive / Beverages - Non-AlcoholicTokyo

$4185.00

-70.00 (-1.65%)

Fairly Valued+0.0%Fair Value $4185.00Fund rank 28/100 · Data gapFallback financials|
SA 51/C
F-Score: 6/9
Low Profitability

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 22%

FCF escenarios

weak_data · normalized FCF $820.0M · quality 48.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 25/100Data 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

51/100

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: 1unknown: 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. ROE is 3.9%, below the 5% threshold
Thesis & Journal · 2573.TLocal privado en este navegador · Hokkaido Coca-Cola Bottling 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

$56.9B

P/E

34.6x

↑

EV/EBITDA

10.4x

↑

ROE

3.9%

↓

Gross Margin

31.8%

↑

Debt/Equity

0.03

↓
52-Week Range$4185
$3240$4425

TradingView lightweight chart

2573.T price, volumen y niveles de valoración

Último $4,185Periodo +94.7%
Fair value: $4,185

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

+4.6%

FCF CAGR

—

FCF margin

0.0%

FCF / Net income

0.01x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $59.09B · net income $1.67B · FCF $11.0M

2022-FY → 2025-FY

Gross margin

31.8%+2.2% pts

Operating margin

4.4%+3.3% pts

Net margin

2.8%+1.7% pts

FCF margin

0.0%+0.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$59.09B$59.09B$56.86B$56.37B$51.60B
Net Income$1.67B$1.67B$1.54B$1.31B$556.0M
EBITDA$4.68B$4.68B$4.32B$3.86B$2.95B
EPS122.77122.77113.5796.4840.88
Gross Margin31.8%31.8%31.9%30.5%29.5%
Operating Margin4.4%4.4%3.9%3.1%1.2%
Net Margin2.8%2.8%2.7%2.3%1.1%
Balance Sheet
Debt/Equity0.030.030.030.030.03
Current Ratio2.502.50———
Cash Flow
Free Cash Flow$11.0M$11.0M$1.26B$820.0M$-53.0M
Returns
ROE3.9%3.9%3.7%3.2%1.4%
Valuation
P/E34.6034.6024.5426.1549.66
EV/EBITDA10.3510.356.666.756.75
P/B1.311.310.900.840.69
Growth & Yield
Revenue Growth3.9%3.9%0.9%9.2%—
EPS Growth8.1%8.1%17.7%136.0%—
Dividend Yield0.7%0.7%———

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

44.6%

muy exigente

EPS terminal req.

$371.35

Spread vs growth

-36.5%

5Y implied EPS CAGR

29.6%

muy exigente

EPS terminal req.

$449.33

Spread vs growth

-21.5%

10Y implied EPS CAGR

19.4%

exigente

EPS terminal req.

$723.65

Spread vs growth

-11.3%

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 +28.7%

Total return

+28.7%

Start / end P/E

28.8x → 34.1x

EPS bridge

113.57 → 122.77

Residual

+1.5%

EPS growth+8.1%
Multiple rerating+18.4%
Dividend+0.7%
Residual / FX / buybacks / cross-term+1.5%

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.