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2602.T$1707.00-1.84%
Fair $1707.00+0.0%

2602.T

The Nisshin OilliO Group,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1707.00

-32.00 (-1.84%)

Fairly Valued+0.0%Fair Value $1707.00Fund rank 25/100 · Data gapFallback financials|
SA 47/C
F-Score: 5/9

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 $5.7B · quality 40.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

47/100

C

Piotroski

5/9

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. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · 2602.TLocal privado en este navegador · The Nisshin OilliO Group,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

$156.1B

P/E

6.7x

↓

EV/EBITDA

7.8x

↓

ROE

6.9%

↑

Gross Margin

14.1%

↓

Debt/Equity

0.53

↑
52-Week Range$1707
$1557$2070

TradingView lightweight chart

2602.T price, volumen y niveles de valoración

Último $1,707Periodo +256.9%
Fair value: $1,707

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

+7.0%

FCF CAGR

—

FCF margin

1.1%

FCF / Net income

0.44x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $530.88B · net income $12.85B · FCF $5.69B

2022-FY → 2025-FY

Gross margin

14.1%+0.9% pts

Operating margin

3.6%+0.9% pts

Net margin

2.4%+0.4% pts

FCF margin

1.1%+9.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$530.88B$530.88B$513.54B$556.57B$432.78B
Net Income$12.85B$12.85B$15.15B$11.16B$8.60B
EBITDA$31.68B$31.68B$31.58B$25.62B$21.54B
EPS132.14132.14155.79114.75—
Gross Margin14.1%14.1%14.5%11.8%13.2%
Operating Margin3.6%3.6%4.1%2.9%2.7%
Net Margin2.4%2.4%2.9%2.0%2.0%
Balance Sheet
Debt/Equity0.530.530.570.690.63
Current Ratio2.342.34———
Cash Flow
Free Cash Flow$5.69B$5.69B$21.95B$-6.83B$-36.77B
Returns
ROE6.9%6.9%8.3%6.9%5.5%
Valuation
P/E6.716.7110.839.28—
EV/EBITDA7.807.807.867.908.38
P/B0.890.890.900.640.59
Growth & Yield
Revenue Growth3.4%3.4%-7.7%28.6%—
EPS Growth-15.2%-15.2%35.8%——
Dividend Yield3.5%3.5%———

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

4.7%

fácil

EPS terminal req.

$151.47

Spread vs growth

-19.8%

5Y implied EPS CAGR

6.8%

razonable

EPS terminal req.

$183.28

Spread vs growth

-21.9%

10Y implied EPS CAGR

8.4%

razonable

EPS terminal req.

$295.17

Spread vs growth

-23.6%

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 +9.8%

Total return

+9.8%

Start / end P/E

10.3x → 12.9x

EPS bridge

155.79 → 132.14

Residual

-3.9%

EPS growth-15.2%
Multiple rerating+25.4%
Dividend+3.5%
Residual / FX / buybacks / cross-term-3.9%

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.