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2903.T$1496.00-1.32%
Fair $1496.00+0.0%

2903.T

Shinobu Foods Products Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1496.00

-20.00 (-1.32%)

Fairly Valued+0.0%Fair Value $1496.00Fund rank 38/100 · Data gapFallback financials|
SA 54/C
F-Score: 6/9

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 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.0B · quality 81.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 87/100Data 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

54/100

C

Piotroski

6/9

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 · 2903.TLocal privado en este navegador · Shinobu Foods Products 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

$16.4B

P/E

10.1x

↓

EV/EBITDA

6.0x

↓

ROE

6.6%

↓

Gross Margin

14.8%

↓

Debt/Equity

0.38

↑
52-Week Range$1496
$1081$2119

TradingView lightweight chart

2903.T price, volumen y niveles de valoración

Último $1,496Periodo +835.0%
Fair value: $1,496

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

+5.8%

FCF CAGR

-2.3%

FCF margin

2.7%

FCF / Net income

1.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.65B · net income $996.0M · FCF $1.55B

2022-FY → 2025-FY

Gross margin

14.8%+1.3% pts

Operating margin

4.0%+0.9% pts

Net margin

1.7%-0.5% pts

FCF margin

2.7%-0.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$57.65B$57.65B$54.83B$51.05B$48.65B
Net Income$996.0M$996.0M$1.17B$103.0M$1.08B
EBITDA$2.97B$2.97B$3.20B$2.05B$3.09B
EPS81.6781.6794.228.2686.33
Gross Margin14.8%14.8%14.6%13.8%13.5%
Operating Margin4.0%4.0%4.3%3.7%3.1%
Net Margin1.7%1.7%2.1%0.2%2.2%
Balance Sheet
Debt/Equity0.380.380.490.610.65
Current Ratio1.081.08———
Cash Flow
Free Cash Flow$1.55B$1.55B$1.96B$1.96B$1.66B
Returns
ROE6.6%6.6%7.8%0.7%7.6%
Valuation
P/E10.0610.0610.1884.387.16
EV/EBITDA5.995.993.805.163.69
P/B1.211.210.790.620.55
Growth & Yield
Revenue Growth5.2%5.2%7.4%4.9%—
EPS Growth-13.3%-13.3%1040.7%-90.4%—
Dividend Yield2.3%2.3%———

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

17.6%

exigente

EPS terminal req.

$132.75

Spread vs growth

-30.9%

5Y implied EPS CAGR

14.5%

razonable

EPS terminal req.

$160.62

Spread vs growth

-27.8%

10Y implied EPS CAGR

12.2%

razonable

EPS terminal req.

$258.68

Spread vs growth

-25.5%

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 +38.9%

Total return

+38.9%

Start / end P/E

11.6x → 18.3x

EPS bridge

94.22 → 81.67

Residual

-7.7%

EPS growth-13.3%
Multiple rerating+57.6%
Dividend+2.3%
Residual / FX / buybacks / cross-term-7.7%

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.