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2585.T$1715.00-2.56%
Fair $1715.00+0.0%

2585.T

Lifedrink Company, Inc.

Consumer Defensive / Beverages - Non-AlcoholicTokyo

$1715.00

-45.00 (-2.56%)

Fairly Valued+0.0%Fair Value $1715.00Fund rank 25/100 · Data gapFallback financials|
SA 49/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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $363.0M · quality 37.3/100

Data gap 25/100
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

49/100

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 · 2585.TLocal privado en este navegador · Lifedrink Company, Inc.
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

$89.0B

P/E

25.8x

↑

EV/EBITDA

14.9x

↑

ROE

23.8%

↑

Gross Margin

43.7%

↑

Debt/Equity

0.86

↑
52-Week Range$1715
$931$3015

TradingView lightweight chart

2585.T price, volumen y niveles de valoración

Último $1,715Periodo +468.8%
Fair value: $1,715

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

+20.6%

FCF CAGR

+31.3%

FCF margin

4.0%

FCF / Net income

0.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $44.54B · net income $3.39B · FCF $1.78B

2022-FY → 2025-FY

Gross margin

43.7%+1.1% pts

Operating margin

10.6%+1.8% pts

Net margin

7.6%-1.5% pts

FCF margin

4.0%+0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$44.54B$44.54B$38.24B$30.25B$25.39B
Net Income$3.39B$3.39B$3.15B$2.08B$2.32B
EBITDA$6.63B$6.63B$5.72B$4.21B$3.01B
EPS64.8464.8460.3439.7348.10
Gross Margin43.7%43.7%42.7%42.2%42.6%
Operating Margin10.6%10.6%12.3%10.3%8.9%
Net Margin7.6%7.6%8.3%6.9%9.1%
Balance Sheet
Debt/Equity0.860.861.171.111.24
Current Ratio0.820.82———
Cash Flow
Free Cash Flow$1.78B$1.78B$-4.09B$363.0M$787.0M
Returns
ROE23.8%23.8%27.8%25.5%37.2%
Valuation
P/E25.8525.8520.4918.266.13
EV/EBITDA14.9314.9312.9810.126.00
P/B6.316.315.704.652.28
Growth & Yield
Revenue Growth16.5%16.5%26.4%19.1%—
EPS Growth7.5%7.5%51.9%-17.4%—
Dividend Yield1.7%1.7%———

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

32.9%

muy exigente

EPS terminal req.

$152.18

Spread vs growth

-25.4%

5Y implied EPS CAGR

23.2%

exigente

EPS terminal req.

$184.13

Spread vs growth

-15.8%

10Y implied EPS CAGR

16.4%

exigente

EPS terminal req.

$296.55

Spread vs growth

-9.0%

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 -2.5%

Total return

-2.5%

Start / end P/E

29.7x → 26.4x

EPS bridge

60.34 → 64.84

Residual

-0.8%

EPS growth+7.5%
Multiple rerating-10.8%
Dividend+1.7%
Residual / FX / buybacks / cross-term-0.8%

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.