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2814.T$2997.00+0.13%
Fair $2997.00+0.0%

2814.T

Sato Foods Industries Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2997.00

+4.00 (+0.13%)

Fairly Valued+0.0%Fair Value $2997.00Fund rank 36/100 · Data gapFallback financials|
SA 48/C
F-Score: 5/9
Low Profitability

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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $663.0M · quality 72.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 69/100Data 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

48/100

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: 1unknown: 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. ROE is 3.1%, below the 5% threshold
Thesis & Journal · 2814.TLocal privado en este navegador · Sato Foods Industries 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

$10.8B

P/E

15.4x

↑

EV/EBITDA

2.1x

↓

ROE

3.1%

↓

Gross Margin

25.7%

↓

Debt/Equity

0.03

↓
52-Week Range$2997
$2289$3750

TradingView lightweight chart

2814.T price, volumen y niveles de valoración

Último $2,997Periodo +199.7%
Fair value: $2,997

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

+4.1%

FCF CAGR

+0.8%

FCF margin

10.4%

FCF / Net income

1.11x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $6.36B · net income $596.4M · FCF $663.0M

2022-FY → 2025-FY

Gross margin

25.7%-3.3% pts

Operating margin

10.6%-3.3% pts

Net margin

9.4%-3.5% pts

FCF margin

10.4%-1.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$6.36B$6.36B$6.10B$5.88B$5.64B
Net Income$596.4M$596.4M$773.2M$384.7M$727.9M
EBITDA$1.16B$1.16B$1.23B$682.0M$1.15B
EPS155.37155.37189.2991.56116.66
Gross Margin25.7%25.7%25.3%25.8%29.0%
Operating Margin10.6%10.6%10.9%10.5%13.9%
Net Margin9.4%9.4%12.7%6.5%12.9%
Balance Sheet
Debt/Equity0.030.030.030.040.04
Current Ratio6.876.87———
Cash Flow
Free Cash Flow$663.0M$663.0M$1.08B$204.9M$647.6M
Returns
ROE3.1%3.1%3.9%2.0%3.9%
Valuation
P/E15.4015.4010.9018.0312.52
EV/EBITDA2.122.12-0.62-2.050.47
P/B0.600.600.430.360.48
Growth & Yield
Revenue Growth4.3%4.3%3.7%4.2%—
EPS Growth-17.9%-17.9%106.7%-21.5%—
Dividend Yield1.9%1.9%———

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

19.6%

exigente

EPS terminal req.

$265.93

Spread vs growth

-37.5%

5Y implied EPS CAGR

15.7%

exigente

EPS terminal req.

$321.78

Spread vs growth

-33.6%

10Y implied EPS CAGR

12.8%

razonable

EPS terminal req.

$518.23

Spread vs growth

-30.7%

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 +32.1%

Total return

+32.1%

Start / end P/E

12.2x → 19.3x

EPS bridge

189.29 → 155.37

Residual

-10.5%

EPS growth-17.9%
Multiple rerating+58.7%
Dividend+1.9%
Residual / FX / buybacks / cross-term-10.5%

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.