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2612.T$1456.00-2.22%
Fair $1456.00+0.0%

2612.T

Kadoya Sesame Mills Incorporated

Consumer Defensive / Packaged FoodsTokyo

$1456.00

-33.00 (-2.22%)

Fairly Valued+0.0%Fair Value $1456.00Fund rank 34/100 · Data gapFallback financials|
SA 57/C
F-Score: 6/9

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 $1.8B · quality 66.3/100

Data gap 34/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 58/100Data 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

57/100

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: 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 · 2612.TLocal privado en este navegador · Kadoya Sesame Mills Incorporated
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

$40.2B

P/E

15.1x

↓

EV/EBITDA

7.2x

↓

ROE

6.7%

↓

Gross Margin

25.7%

↓

Debt/Equity

0.00

↓
52-Week Range$1456
$1195$1800

TradingView lightweight chart

2612.T price, volumen y niveles de valoración

Último $1,456Periodo +151.2%
Fair value: $1,456

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

-72.4%

FCF margin

0.2%

FCF / Net income

0.03x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $39.45B · net income $2.36B · FCF $81.0M

2022-FY → 2025-FY

Gross margin

25.7%-5.9% pts

Operating margin

8.0%-2.7% pts

Net margin

6.0%-2.6% pts

FCF margin

0.2%-11.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$39.45B$39.45B$35.68B$33.69B$32.19B
Net Income$2.36B$2.36B$2.25B$2.22B$2.77B
EBITDA$4.51B$4.51B$4.71B$4.73B$5.55B
EPS85.3785.3781.7180.40100.33
Gross Margin25.7%25.7%27.4%28.8%31.6%
Operating Margin8.0%8.0%8.7%8.6%10.7%
Net Margin6.0%6.0%6.3%6.6%8.6%
Balance Sheet
Debt/Equity0.000.000.000.00—
Current Ratio4.494.49———
Cash Flow
Free Cash Flow$81.0M$81.0M$2.70B$1.77B$3.86B
Returns
ROE6.7%6.7%6.6%6.8%8.9%
Valuation
P/E15.0815.0815.3414.5112.19
EV/EBITDA7.187.185.525.374.98
P/B1.141.141.010.981.08
Growth & Yield
Revenue Growth10.6%10.6%5.9%4.7%—
EPS Growth4.5%4.5%1.6%-19.9%—
Dividend Yield6.3%6.3%———

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

14.8%

razonable

EPS terminal req.

$129.20

Spread vs growth

-10.3%

5Y implied EPS CAGR

12.9%

razonable

EPS terminal req.

$156.33

Spread vs growth

-8.4%

10Y implied EPS CAGR

11.4%

razonable

EPS terminal req.

$251.77

Spread vs growth

-6.9%

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 +28.2%

Total return

+28.2%

Start / end P/E

14.6x → 17.1x

EPS bridge

81.71 → 85.37

Residual

+0.7%

EPS growth+4.5%
Multiple rerating+16.6%
Dividend+6.3%
Residual / FX / buybacks / cross-term+0.7%

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.