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2752.TWO$171.00-0.87%
Fair $171.00+0.0%

2752.TWO

Tofu Restaurant Co., Ltd.

Consumer Cyclical / RestaurantsTaipei Exchange

$171.00

-1.50 (-0.87%)

Fairly Valued+0.0%Fair Value $171.00Fund rank 38/100 · Data gapFallback financials|
SA 54/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $509.4M · quality 80.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

54/100

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 2752.TWOLocal privado en este navegador · Tofu Restaurant 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

$4.6B

P/E

11.4x

↓

EV/EBITDA

5.6x

↓

ROE

29.0%

↑

Gross Margin

51.9%

↑

Debt/Equity

0.43

↓
52-Week Range$171
$171$223

TradingView lightweight chart

2752.TWO price, volumen y niveles de valoración

Último $171.00Periodo +120.2%
Fair value: $171.00

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

+19.0%

FCF CAGR

+24.6%

FCF margin

16.0%

FCF / Net income

1.62x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $4.07B · net income $401.5M · FCF $650.8M

2022-FY → 2025-FY

Gross margin

51.9%-0.1% pts

Operating margin

12.3%-0.9% pts

Net margin

9.9%-1.2% pts

FCF margin

16.0%+2.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$4.07B$4.07B$3.65B$3.10B$2.42B
Net Income$401.5M$401.5M$414.2M$388.3M$267.4M
EBITDA$836.8M$836.8M$794.4M$702.7M$520.8M
EPS——15.6614.7810.18
Gross Margin51.9%51.9%52.1%53.4%52.0%
Operating Margin12.3%12.3%13.4%15.8%13.2%
Net Margin9.9%9.9%11.3%12.5%11.1%
Balance Sheet
Debt/Equity0.430.430.430.380.39
Current Ratio2.082.08———
Cash Flow
Free Cash Flow$650.8M$650.8M$416.8M$509.4M$336.1M
Returns
ROE29.0%29.0%30.5%32.7%25.3%
Valuation
P/E11.3811.3814.7518.3419.60
EV/EBITDA5.585.587.969.519.22
P/B3.293.294.506.004.96
Growth & Yield
Revenue Growth11.6%11.6%17.8%28.3%—
EPS Growth——6.0%45.2%—
Dividend Yield7.6%7.6%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -14.6%

Total return

-14.6%

Start / end P/E

n/dx → n/dx

EPS bridge

15.66 → n/d

Residual

-22.3%

EPS growthn/d
Multiple reratingn/d
Dividend+7.6%
Residual / FX / buybacks / cross-term-22.3%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.