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2805.T$5420.00-1.28%
Fair $5420.00+0.0%

2805.T

S&B Foods Inc.

Consumer Defensive / Packaged FoodsTokyo

$5420.00

-70.00 (-1.28%)

Fairly Valued+0.0%Fair Value $5420.00Fund rank 28/100 · Data gapFallback financials|
SA 66/B
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $2.5B · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 24/100Data 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

66/100

B

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 · 2805.TLocal privado en este navegador · S&B Foods 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

$131.0B

P/E

17.2x

↑

EV/EBITDA

9.6x

↑

ROE

9.4%

↑

Gross Margin

27.4%

↓

Debt/Equity

0.25

↓
52-Week Range$5420
$2795$5870

TradingView lightweight chart

2805.T price, volumen y niveles de valoración

Último $5,420Periodo +647.6%
Fair value: $5,420

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

+1.5%

FCF CAGR

+22.9%

FCF margin

4.3%

FCF / Net income

0.70x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $123.52B · net income $7.57B · FCF $5.32B

2022-FY → 2025-FY

Gross margin

27.4%+0.3% pts

Operating margin

7.6%+0.3% pts

Net margin

6.1%+0.9% pts

FCF margin

4.3%+1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$123.52B$123.52B$126.44B$120.65B$118.05B
Net Income$7.57B$7.57B$6.72B$4.08B$6.22B
EBITDA$13.74B$13.74B$12.81B$10.62B$13.73B
EPS313.04313.04277.94166.14246.08
Gross Margin27.4%27.4%25.1%24.2%27.0%
Operating Margin7.6%7.6%6.2%4.5%7.3%
Net Margin6.1%6.1%5.3%3.4%5.3%
Balance Sheet
Debt/Equity0.250.250.390.500.56
Current Ratio2.482.48———
Cash Flow
Free Cash Flow$5.32B$5.32B$2.54B$-4.45B$2.87B
Returns
ROE9.4%9.4%9.2%6.5%10.4%
Valuation
P/E17.1717.178.0310.567.42
EV/EBITDA9.599.594.685.093.98
P/B1.631.630.740.690.77
Growth & Yield
Revenue Growth-2.3%-2.3%4.8%2.2%—
EPS Growth12.6%12.6%67.3%-32.5%—
Dividend Yield1.1%1.1%———

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

15.4%

exigente

EPS terminal req.

$480.93

Spread vs growth

-2.8%

5Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$581.93

Spread vs growth

-0.6%

10Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$937.21

Spread vs growth

1.0%

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 +93.8%

Total return

+93.8%

Start / end P/E

10.1x → 17.3x

EPS bridge

277.94 → 313.04

Residual

+9.0%

EPS growth+12.6%
Multiple rerating+71.1%
Dividend+1.1%
Residual / FX / buybacks / cross-term+9.0%

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.