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2874.T$2508.00-3.54%
Fair $2508.00+0.0%

2874.T

Yokorei Co.,Ltd.

Consumer Defensive / Food DistributionTokyo

$2508.00

-92.00 (-3.54%)

Fairly Valued+0.0%Fair Value $2508.00Fund rank 23/100 · Data gapFallback financials|
SA 39/D
F-Score: 4/9
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 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-8.3B · quality 47.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 28/100Data 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

4/9

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 2.5%, below the 5% threshold
Thesis & Journal · 2874.TLocal privado en este navegador · Yokorei 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

$148.3B

P/E

46.9x

↑

EV/EBITDA

18.6x

↑

ROE

2.5%

↓

Gross Margin

11.3%

↓

Debt/Equity

1.34

↑
52-Week Range$2508
$831$2713

TradingView lightweight chart

2874.T price, volumen y niveles de valoración

Último $2,508Periodo +320.8%
Fair value: $2,508

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

+2.9%

FCF CAGR

—

FCF margin

-6.6%

FCF / Net income

-4.21x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $125.56B · net income $1.98B · FCF $-8.34B

2022-FY → 2025-FY

Gross margin

11.3%+0.3% pts

Operating margin

3.4%-0.3% pts

Net margin

1.6%-1.3% pts

FCF margin

-6.6%-4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$125.56B$125.56B$122.28B$125.60B$115.26B
Net Income$1.98B$1.98B$3.93B$-10.73B$3.32B
EBITDA$13.58B$13.58B$13.47B$-2.10B$11.81B
EPS33.5633.5666.79-182.5256.34
Gross Margin11.3%11.3%11.2%10.1%10.9%
Operating Margin3.4%3.4%3.8%2.9%3.7%
Net Margin1.6%1.6%3.2%-8.5%2.9%
Balance Sheet
Debt/Equity1.341.341.291.330.92
Current Ratio0.830.83———
Cash Flow
Free Cash Flow$-8.34B$-8.34B$-7.20B$-11.86B$-2.90B
Returns
ROE2.5%2.5%5.0%-14.9%4.0%
Valuation
P/E46.9546.9514.60—15.94
EV/EBITDA18.6018.6011.52—10.83
P/B1.831.830.730.970.63
Growth & Yield
Revenue Growth2.7%2.7%-2.6%9.0%—
EPS Growth-49.8%-49.8%136.6%-424.0%—
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

87.9%

muy exigente

EPS terminal req.

$222.54

Spread vs growth

-137.6%

5Y implied EPS CAGR

51.7%

muy exigente

EPS terminal req.

$269.28

Spread vs growth

-101.4%

10Y implied EPS CAGR

29.2%

muy exigente

EPS terminal req.

$433.67

Spread vs growth

-78.9%

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 +199.3%

Total return

+199.3%

Start / end P/E

12.6x → 74.7x

EPS bridge

66.79 → 33.56

Residual

-245.5%

EPS growth-49.8%
Multiple rerating+493.5%
Dividend+1.1%
Residual / FX / buybacks / cross-term-245.5%

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.