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2907.T$1369.00-0.51%
Fair $1369.00+0.0%

2907.T

Ahjikan Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1369.00

-7.00 (-0.51%)

Fairly Valued+0.0%Fair Value $1369.00Fund rank 28/100 · Data gapFallback financials|
SA 57/C
F-Score: 8/9

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 33% · confianza 20%

FCF escenarios

weak_data · normalized FCF $260.0M · quality 49.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

57/100

C

Piotroski

8/9

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 · 2907.TLocal privado en este navegador · Ahjikan 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

$10.2B

P/E

9.4x

↓

EV/EBITDA

3.3x

↓

ROE

8.9%

↑

Gross Margin

26.6%

↓

Debt/Equity

0.19

↓
52-Week Range$1369
$1187$1523

TradingView lightweight chart

2907.T price, volumen y niveles de valoración

Último $1,362Periodo +120.0%
Fair value: $1,369

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

+4.0%

FCF CAGR

—

FCF margin

4.6%

FCF / Net income

1.52x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $51.05B · net income $1.55B · FCF $2.35B

2022-FY → 2025-FY

Gross margin

26.6%+1.9% pts

Operating margin

3.8%+2.6% pts

Net margin

3.0%+1.6% pts

FCF margin

4.6%+5.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$51.05B$51.05B$50.24B$47.43B$45.32B
Net Income$1.55B$1.55B$1.51B$268.0M$635.0M
EBITDA$3.44B$3.44B$3.41B$1.58B$2.06B
EPS203.52203.52198.3835.2183.44
Gross Margin26.6%26.6%25.0%22.3%24.6%
Operating Margin3.8%3.8%3.4%0.2%1.2%
Net Margin3.0%3.0%3.0%0.6%1.4%
Balance Sheet
Debt/Equity0.190.190.350.400.40
Current Ratio1.831.83———
Cash Flow
Free Cash Flow$2.35B$2.35B$153.5M$260.0M$-254.6M
Returns
ROE8.9%8.9%9.5%1.9%4.6%
Valuation
P/E9.379.375.8023.719.96
EV/EBITDA3.353.353.566.254.88
P/B0.600.600.550.450.46
Growth & Yield
Revenue Growth1.6%1.6%5.9%4.7%—
EPS Growth2.6%2.6%463.4%-57.8%—
Dividend Yield4.3%4.3%———

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

-15.8%

fácil

EPS terminal req.

$121.48

Spread vs growth

18.4%

5Y implied EPS CAGR

-6.3%

fácil

EPS terminal req.

$146.99

Spread vs growth

8.9%

10Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$236.72

Spread vs growth

1.1%

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 +17.9%

Total return

+17.9%

Start / end P/E

6.0x → 6.7x

EPS bridge

198.38 → 203.52

Residual

+0.3%

EPS growth+2.6%
Multiple rerating+10.7%
Dividend+4.3%
Residual / FX / buybacks / cross-term+0.3%

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.