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2892.T$3960.00-0.38%
Fair $3960.00+0.0%

2892.T

Nihon Shokuhin Kako Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$3960.00

-15.00 (-0.38%)

Fairly Valued+0.0%Fair Value $3960.00Fund rank 23/100 · Data gapFallback financials|
SA 45/C
F-Score: 4/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-2.0B · quality 39.7/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

45/100

C

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: 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 · 2892.TLocal privado en este navegador · Nihon Shokuhin Kako 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

$19.1B

P/E

16.6x

↑

EV/EBITDA

6.2x

↓

ROE

6.2%

↓

Gross Margin

16.0%

↓

Debt/Equity

0.44

↑
52-Week Range$3960
$3000$4250

TradingView lightweight chart

2892.T price, volumen y niveles de valoración

Último $3,960Periodo +244.3%
Fair value: $3,960

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

+7.4%

FCF CAGR

—

FCF margin

-3.2%

FCF / Net income

-1.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $62.70B · net income $1.53B · FCF $-2.01B

2022-FY → 2025-FY

Gross margin

16.0%-1.1% pts

Operating margin

1.9%-1.1% pts

Net margin

2.4%-0.3% pts

FCF margin

-3.2%+1.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$62.70B$62.70B$66.68B$64.61B$50.61B
Net Income$1.53B$1.53B$2.43B$2.60B$1.37B
EBITDA$4.80B$4.80B$5.69B$6.02B$4.08B
EPS310.56310.56494.98529.79278.55
Gross Margin16.0%16.0%15.8%17.6%17.1%
Operating Margin1.9%1.9%3.8%5.5%3.0%
Net Margin2.4%2.4%3.7%4.0%2.7%
Balance Sheet
Debt/Equity0.440.440.320.480.36
Current Ratio1.821.82———
Cash Flow
Free Cash Flow$-2.01B$-2.01B$3.72B$-3.13B$-2.38B
Returns
ROE6.2%6.2%10.0%11.5%6.5%
Valuation
P/E16.6016.608.575.396.28
EV/EBITDA6.246.245.024.093.89
P/B0.800.800.860.620.41
Growth & Yield
Revenue Growth-6.0%-6.0%3.2%27.7%—
EPS Growth-37.3%-37.3%-6.6%90.2%—
Dividend Yield3.8%3.8%———

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

4.2%

fácil

EPS terminal req.

$351.38

Spread vs growth

-41.5%

5Y implied EPS CAGR

6.5%

razonable

EPS terminal req.

$425.17

Spread vs growth

-43.7%

10Y implied EPS CAGR

8.2%

razonable

EPS terminal req.

$684.75

Spread vs growth

-45.5%

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 +33.2%

Total return

+33.2%

Start / end P/E

6.2x → 12.8x

EPS bridge

494.98 → 310.56

Residual

-39.6%

EPS growth-37.3%
Multiple rerating+106.3%
Dividend+3.8%
Residual / FX / buybacks / cross-term-39.6%

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.