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2819.T$2339.00-2.30%
Fair $2339.00+0.0%

2819.T

EBARA Foods Industry,Inc.

Consumer Defensive / Packaged FoodsTokyo

$2339.00

-55.00 (-2.30%)

Fairly Valued+0.0%Fair Value $2339.00Fund rank 29/100 · Data gapFallback financials|
SA 44/C
F-Score: 5/9
Margin CompressionLow 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 33% · confianza 22%

FCF escenarios

weak_data · normalized FCF $1.0B · quality 50.0/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 27/100Data 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

44/100

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: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is 4.1%, below the 5% threshold
Thesis & Journal · 2819.TLocal privado en este navegador · EBARA Foods Industry,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

$22.8B

P/E

12.8x

↓

EV/EBITDA

2.1x

↓

ROE

4.1%

↓

Gross Margin

34.4%

↑

Debt/Equity

0.01

↓
52-Week Range$2339
$2332$2836

TradingView lightweight chart

2819.T price, volumen y niveles de valoración

Último $2,332Periodo +55.5%
Fair value: $2,339

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

+3.4%

FCF CAGR

-16.1%

FCF margin

2.2%

FCF / Net income

0.74x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $47.96B · net income $1.40B · FCF $1.04B

2022-FY → 2025-FY

Gross margin

34.4%-4.0% pts

Operating margin

4.2%-3.5% pts

Net margin

2.9%-3.3% pts

FCF margin

2.2%-1.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$47.96B$47.96B$45.22B$43.42B$43.34B
Net Income$1.40B$1.40B$1.80B$2.18B$2.70B
EBITDA$3.60B$3.60B$3.71B$4.24B$4.84B
EPS143.27143.27183.59221.67272.19
Gross Margin34.4%34.4%36.2%37.8%38.4%
Operating Margin4.2%4.2%5.3%6.8%7.7%
Net Margin2.9%2.9%4.0%5.0%6.2%
Balance Sheet
Debt/Equity0.010.010.02——
Current Ratio2.652.65———
Cash Flow
Free Cash Flow$1.04B$1.04B$-2.66B$1.19B$1.76B
Returns
ROE4.1%4.1%5.5%7.0%9.3%
Valuation
P/E12.8112.8115.4913.6210.38
EV/EBITDA2.102.103.582.632.31
P/B0.670.670.850.960.96
Growth & Yield
Revenue Growth6.1%6.1%4.1%0.2%—
EPS Growth-22.0%-22.0%-17.2%-18.6%—
Dividend Yield2.1%2.1%———

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

13.1%

razonable

EPS terminal req.

$207.55

Spread vs growth

-35.1%

5Y implied EPS CAGR

11.9%

razonable

EPS terminal req.

$251.13

Spread vs growth

-33.8%

10Y implied EPS CAGR

10.9%

razonable

EPS terminal req.

$404.45

Spread vs growth

-32.9%

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 -6.0%

Total return

-6.0%

Start / end P/E

13.8x → 16.3x

EPS bridge

183.59 → 143.27

Residual

-3.9%

EPS growth-22.0%
Multiple rerating+17.7%
Dividend+2.1%
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.