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2811.T$2533.00-1.67%
Fair $2533.00+0.0%

2811.T

Kagome Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2533.00

-43.00 (-1.67%)

Fairly Valued+0.0%Fair Value $2533.00Fund rank 26/100 · Data gapFallback financials|
SA 39/D
F-Score: 3/9

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 $15.5B · quality 44.0/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 18/100Data 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

39/100

D

Piotroski

3/9

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 · 2811.TLocal privado en este navegador · Kagome 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

$229.0B

P/E

15.7x

↑

EV/EBITDA

8.1x

↓

ROE

7.8%

↑

Gross Margin

32.4%

↑

Debt/Equity

0.43

↑
52-Week Range$2533
$2513$3009

TradingView lightweight chart

2811.T price, volumen y niveles de valoración

Último $2,533Periodo +181.1%
Fair value: $2,533

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

+12.7%

FCF CAGR

—

FCF margin

5.3%

FCF / Net income

1.05x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $294.26B · net income $14.80B · FCF $15.54B

2022-FY → 2025-FY

Gross margin

32.4%-2.2% pts

Operating margin

7.6%+1.8% pts

Net margin

5.0%+0.6% pts

FCF margin

5.3%+7.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$294.26B$294.26B$306.87B$224.73B$205.62B
Net Income$14.80B$14.80B$25.02B$10.43B$9.12B
EBITDA$35.54B$35.54B$49.32B$26.68B$21.94B
EPS161.23161.23278.19120.98104.91
Gross Margin32.4%32.4%32.5%35.5%34.6%
Operating Margin7.6%7.6%11.7%6.8%5.8%
Net Margin5.0%5.0%8.2%4.6%4.4%
Balance Sheet
Debt/Equity0.430.430.390.480.36
Current Ratio4.744.74———
Cash Flow
Free Cash Flow$15.54B$15.54B$20.75B$-1.81B$-5.24B
Returns
ROE7.8%7.8%13.5%7.9%7.7%
Valuation
P/E15.7015.7010.6925.8528.41
EV/EBITDA8.118.116.4711.1512.79
P/B1.221.221.442.042.18
Growth & Yield
Revenue Growth-4.1%-4.1%36.6%9.3%—
EPS Growth-42.0%-42.0%129.9%15.3%—
Dividend Yield2.3%2.3%———

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

11.7%

razonable

EPS terminal req.

$224.76

Spread vs growth

-53.8%

5Y implied EPS CAGR

11.0%

razonable

EPS terminal req.

$271.96

Spread vs growth

-53.1%

10Y implied EPS CAGR

10.5%

razonable

EPS terminal req.

$438.00

Spread vs growth

-52.6%

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 -12.3%

Total return

-12.3%

Start / end P/E

10.7x → 15.7x

EPS bridge

278.19 → 161.23

Residual

-19.9%

EPS growth-42.0%
Multiple rerating+47.4%
Dividend+2.3%
Residual / FX / buybacks / cross-term-19.9%

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.