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2894.T$321.00-0.93%
Fair $321.00+0.0%

2894.T

Ishii Food Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$321.00

-3.00 (-0.93%)

Fairly Valued+0.0%Fair Value $321.00Fund rank 24/100 · Data gapFallback financials|
SA 41/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 $-15.5M · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

41/100

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 · 2894.TLocal privado en este navegador · Ishii Food 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

$5.3B

P/E

18.6x

↑

EV/EBITDA

7.1x

↓

ROE

7.5%

↑

Gross Margin

33.4%

↑

Debt/Equity

0.52

↑
52-Week Range$321
$309$391

TradingView lightweight chart

2894.T price, volumen y niveles de valoración

Último $321.00Periodo +30.0%
Fair value: $321.00

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

+7.2%

FCF CAGR

—

FCF margin

-5.2%

FCF / Net income

-1.95x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $10.87B · net income $287.9M · FCF $-560.7M

2022-FY → 2025-FY

Gross margin

33.4%+1.1% pts

Operating margin

2.5%+1.6% pts

Net margin

2.6%+2.5% pts

FCF margin

-5.2%-3.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$10.87B$10.87B$10.49B$9.55B$8.83B
Net Income$287.9M$287.9M$471.5M$308.9M$16.4M
EBITDA$764.9M$764.9M$793.2M$485.4M$299.7M
EPS17.2717.2728.0718.300.97
Gross Margin33.4%33.4%33.8%31.6%32.3%
Operating Margin2.5%2.5%3.9%2.3%0.9%
Net Margin2.6%2.6%4.5%3.2%0.2%
Balance Sheet
Debt/Equity0.520.520.570.670.68
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$-560.7M$-560.7M$638.6M$-15.5M$-121.4M
Returns
ROE7.5%7.5%13.8%10.7%0.6%
Valuation
P/E18.5918.5911.4413.39250.52
EV/EBITDA7.107.106.158.4712.76
P/B1.391.391.581.441.60
Growth & Yield
Revenue Growth3.6%3.6%9.9%8.1%—
EPS Growth-38.5%-38.5%53.4%1786.6%—
Dividend Yield2.5%2.5%———

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

18.1%

exigente

EPS terminal req.

$28.48

Spread vs growth

-56.6%

5Y implied EPS CAGR

14.8%

razonable

EPS terminal req.

$34.46

Spread vs growth

-53.3%

10Y implied EPS CAGR

12.4%

razonable

EPS terminal req.

$55.51

Spread vs growth

-50.9%

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 +5.4%

Total return

+5.4%

Start / end P/E

11.1x → 18.6x

EPS bridge

28.07 → 17.27

Residual

-25.9%

EPS growth-38.5%
Multiple rerating+67.2%
Dividend+2.5%
Residual / FX / buybacks / cross-term-25.9%

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.