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2908.T$1469.00-0.20%
Fair $1469.00+0.0%

2908.T

Fujicco Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1469.00

-3.00 (-0.20%)

Fairly Valued+0.0%Fair Value $1469.00Fund rank 28/100 · Data gapFallback financials|
SA 31/D
F-Score: 4/9
Low Profitability

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 26% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.2B · quality 46.3/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 49/100Data 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

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: 1unknown: 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. ROE is 1.4%, below the 5% threshold
Thesis & Journal · 2908.TLocal privado en este navegador · Fujicco 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

$41.8B

P/E

29.3x

↑

EV/EBITDA

6.4x

↓

ROE

1.4%

↓

Gross Margin

28.9%

↑

Debt/Equity

N/A

•
52-Week Range$1469
$1455$1687

TradingView lightweight chart

2908.T price, volumen y niveles de valoración

Último $1,469Periodo +57.3%
Fair value: $1,469

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

+1.2%

FCF CAGR

+131.7%

FCF margin

2.2%

FCF / Net income

1.29x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $57.08B · net income $951.0M · FCF $1.23B

2022-FY → 2025-FY

Gross margin

28.9%-4.1% pts

Operating margin

2.0%-3.7% pts

Net margin

1.7%-2.2% pts

FCF margin

2.2%+2.0% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$57.08B$57.08B$55.72B$53.91B$55.07B
Net Income$951.0M$951.0M$1.11B$1.41B$2.12B
EBITDA$4.74B$4.74B$5.01B$5.73B$6.82B
EPS33.4433.4439.0049.0971.03
Gross Margin28.9%28.9%29.5%29.2%32.9%
Operating Margin2.0%2.0%2.7%2.3%5.7%
Net Margin1.7%1.7%2.0%2.6%3.8%
Balance Sheet
Current Ratio4.154.15———
Cash Flow
Free Cash Flow$1.23B$1.23B$398.0M$1.64B$99.0M
Returns
ROE1.4%1.4%1.6%2.1%3.0%
Valuation
P/E29.2629.2649.0837.7328.24
EV/EBITDA6.356.358.616.946.88
P/B0.610.610.790.770.86
Growth & Yield
Revenue Growth2.4%2.4%3.3%-2.1%—
EPS Growth-14.3%-14.3%-20.6%-30.9%—
Dividend Yield3.1%3.1%———

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

57.4%

muy exigente

EPS terminal req.

$130.35

Spread vs growth

-71.6%

5Y implied EPS CAGR

36.4%

muy exigente

EPS terminal req.

$157.72

Spread vs growth

-50.6%

10Y implied EPS CAGR

22.5%

exigente

EPS terminal req.

$254.01

Spread vs growth

-36.7%

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 -4.4%

Total return

-4.4%

Start / end P/E

40.7x → 43.9x

EPS bridge

39.00 → 33.44

Residual

-1.1%

EPS growth-14.3%
Multiple rerating+7.9%
Dividend+3.1%
Residual / FX / buybacks / cross-term-1.1%

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.