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2813.T$3900.00+0.00%
Fair $3900.00+0.0%

2813.T

Wakou Shokuhin Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$3900.00

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $3900.00Fund rank 35/100 · Data gapFallback financials|
SA 57/C
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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 70.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

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 · 2813.TLocal privado en este navegador · Wakou Shokuhin 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

$9.7B

P/E

8.4x

↓

EV/EBITDA

4.7x

↓

ROE

14.1%

↑

Gross Margin

29.1%

↑

Debt/Equity

0.40

↑
52-Week Range$3900
$2946$4140

TradingView lightweight chart

2813.T price, volumen y niveles de valoración

Último $3,900Periodo +875.0%
Fair value: $3,900

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

+12.2%

FCF CAGR

+49.7%

FCF margin

5.5%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.25B · net income $1.21B · FCF $900.1M

2022-FY → 2025-FY

Gross margin

29.1%+4.0% pts

Operating margin

9.8%+5.8% pts

Net margin

7.4%+3.4% pts

FCF margin

5.5%+3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.25B$16.25B$15.42B$13.50B$11.49B
Net Income$1.21B$1.21B$1.09B$1.25B$461.1M
EBITDA$2.08B$2.08B$2.00B$1.49B$987.3M
EPS484.99484.99438.18504.60187.10
Gross Margin29.1%29.1%28.2%27.1%25.1%
Operating Margin9.8%9.8%9.7%7.2%4.0%
Net Margin7.4%7.4%7.1%9.3%4.0%
Balance Sheet
Debt/Equity0.400.400.440.400.69
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$900.1M$900.1M$1.04B$1.09B$268.2M
Returns
ROE14.1%14.1%14.3%22.3%11.1%
Valuation
P/E8.448.448.815.565.10
EV/EBITDA4.654.655.024.993.97
P/B1.141.141.261.240.57
Growth & Yield
Revenue Growth5.4%5.4%14.2%17.5%—
EPS Growth10.7%10.7%-13.2%169.7%—
Dividend Yield5.4%5.4%———

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

-10.6%

fácil

EPS terminal req.

$346.06

Spread vs growth

21.3%

5Y implied EPS CAGR

-2.9%

fácil

EPS terminal req.

$418.73

Spread vs growth

13.6%

10Y implied EPS CAGR

3.4%

fácil

EPS terminal req.

$674.37

Spread vs growth

7.3%

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 +4.0%

Total return

+4.0%

Start / end P/E

9.0x → 8.0x

EPS bridge

438.18 → 484.99

Residual

-1.2%

EPS growth+10.7%
Multiple rerating-10.9%
Dividend+5.4%
Residual / FX / buybacks / cross-term-1.2%

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.