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2791.T$4115.00+1.35%
Fair $4115.00+0.0%

2791.T

Daikokutenbussan Co.,Ltd.

Consumer Defensive / Grocery StoresTokyo

$4115.00

+55.00 (+1.35%)

Fairly Valued+0.0%Fair Value $4115.00Fund rank 25/100 · Data gapFallback financials|
SA 46/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 18%

FCF escenarios

weak_data · normalized FCF $-4.9B · quality 43.7/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 12/100Data 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

46/100

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 · 2791.TLocal privado en este navegador · Daikokutenbussan 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

$55.2B

P/E

10.3x

↓

EV/EBITDA

3.6x

↓

ROE

11.1%

↑

Gross Margin

23.5%

↓

Debt/Equity

0.25

↓
52-Week Range$4115
$3980$8500

TradingView lightweight chart

2791.T price, volumen y niveles de valoración

Último $4,115Periodo +36.3%
Fair value: $4,115

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

+9.3%

FCF CAGR

—

FCF margin

-1.7%

FCF / Net income

-0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $292.94B · net income $6.77B · FCF $-4.86B

2022-FY → 2025-FY

Gross margin

23.5%-0.7% pts

Operating margin

3.4%-0.5% pts

Net margin

2.3%-0.2% pts

FCF margin

-1.7%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$292.94B$292.94B$270.08B$242.24B$224.15B
Net Income$6.77B$6.77B$6.31B$3.12B$5.62B
EBITDA$17.90B$17.90B$16.99B$11.50B$14.02B
EPS486.03486.03452.64223.73403.23
Gross Margin23.5%23.5%23.1%22.5%24.1%
Operating Margin3.4%3.4%3.5%1.9%3.8%
Net Margin2.3%2.3%2.3%1.3%2.5%
Balance Sheet
Debt/Equity0.250.250.220.340.15
Current Ratio0.640.64———
Cash Flow
Free Cash Flow$-4.86B$-4.86B$8.98B$-9.84B$425.0M
Returns
ROE11.1%11.1%11.4%6.3%12.0%
Valuation
P/E10.2610.2618.7322.1911.11
EV/EBITDA3.573.576.956.714.27
P/B0.940.942.131.401.34
Growth & Yield
Revenue Growth8.5%8.5%11.5%8.1%—
EPS Growth7.4%7.4%102.3%-44.5%—
Dividend Yield0.9%0.9%———

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

-9.1%

fácil

EPS terminal req.

$365.14

Spread vs growth

16.5%

5Y implied EPS CAGR

-1.9%

fácil

EPS terminal req.

$441.82

Spread vs growth

9.3%

10Y implied EPS CAGR

3.9%

fácil

EPS terminal req.

$711.55

Spread vs growth

3.5%

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 -48.0%

Total return

-48.0%

Start / end P/E

17.8x → 8.5x

EPS bridge

452.64 → 486.03

Residual

-3.9%

EPS growth+7.4%
Multiple rerating-52.3%
Dividend+0.9%
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.