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2884.T$596.00-7.74%
Fair $596.00+0.0%

2884.T

Yoshimura Food Holdings K.K.

Consumer Defensive / Packaged FoodsTokyo

$596.00

-50.00 (-7.74%)

Fairly Valued+0.0%Fair Value $596.00Fund rank 24/100 · Data gapFallback financials|
SA 31/D
F-Score: 2/9
High Debt

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 35% · confianza 12%

FCF escenarios

weak_data · normalized FCF $5.0B · quality 30.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

31/100

D

Piotroski

2/9

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. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. Debt-to-Equity ratio is 2.50, above the 2.0 threshold
Thesis & Journal · 2884.TLocal privado en este navegador · Yoshimura Food Holdings K.K.
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

$14.2B

P/E

15.5x

↑

EV/EBITDA

6.4x

↓

ROE

7.4%

↑

Gross Margin

19.7%

↓

Debt/Equity

2.50

↑
52-Week Range$596
$583$1127

TradingView lightweight chart

2884.T price, volumen y niveles de valoración

Último $596.00Periodo +169.0%
Fair value: $596.00

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+18.1%

FCF CAGR

—

FCF margin

-6.6%

FCF / Net income

-4.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.48B · net income $918.8M · FCF $-3.77B

2023-FY → 2026-FY

Gross margin

19.7%-0.3% pts

Operating margin

2.7%+0.8% pts

Net margin

1.6%-0.2% pts

FCF margin

-6.6%-5.3% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$57.48B$57.48B$58.11B$49.78B$34.94B
Net Income$918.8M$918.8M$1.86B$1.04B$613.4M
EBITDA$5.34B$5.34B$7.50B$4.07B$2.42B
EPS38.5038.5078.1043.5025.62
Gross Margin19.7%19.7%22.9%20.7%19.9%
Operating Margin2.7%2.7%7.2%4.8%1.9%
Net Margin1.6%1.6%3.2%2.1%1.8%
Balance Sheet
Debt/Equity2.502.502.623.631.99
Current Ratio1.681.68———
Cash Flow
Free Cash Flow$-3.77B$-3.77B$5.61B$5.05B$-431.1M
Returns
ROE7.4%7.4%16.9%11.9%8.2%
Valuation
P/E15.4815.4812.5928.3942.15
EV/EBITDA6.426.425.2212.4714.78
P/B1.141.142.123.383.46
Growth & Yield
Revenue Growth-1.1%-1.1%16.7%42.5%—
EPS Growth-50.7%-50.7%79.5%69.8%—

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

11.2%

razonable

EPS terminal req.

$52.89

Spread vs growth

-61.9%

5Y implied EPS CAGR

10.7%

razonable

EPS terminal req.

$63.99

Spread vs growth

-61.4%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$103.06

Spread vs growth

-61.1%

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 -37.7%

Total return

-37.7%

Start / end P/E

12.2x → 15.5x

EPS bridge

78.10 → 38.50

Residual

-13.4%

EPS growth-50.7%
Multiple rerating+26.5%
Dividend+0.0%
Residual / FX / buybacks / cross-term-13.4%

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.