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2910.T$1229.00-0.16%
Fair $1229.00+0.0%

2910.T

Rock Field Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1229.00

-2.00 (-0.16%)

Fairly Valued+0.0%Fair Value $1229.00Fund rank 36/100 · Data gapFallback financials|
SA 40/C
F-Score: 5/9
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $1.3B · quality 75.0/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 68/100Data 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

40/100

C

Piotroski

5/9

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 1.1%, below the 5% threshold
Thesis & Journal · 2910.TLocal privado en este navegador · Rock Field 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

$32.1B

P/E

270.1x

↑

EV/EBITDA

8.1x

↓

ROE

1.1%

↓

Gross Margin

57.4%

↑

Debt/Equity

0.04

↓
52-Week Range$1229
$1217$1586

TradingView lightweight chart

2910.T price, volumen y niveles de valoración

Último $1,229Periodo -47.5%
Fair value: $1,229

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

+2.8%

FCF CAGR

-34.3%

FCF margin

1.4%

FCF / Net income

2.23x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $51.18B · net income $329.0M · FCF $733.0M

2022-FY → 2025-FY

Gross margin

57.4%-0.5% pts

Operating margin

2.4%-2.1% pts

Net margin

0.6%-2.3% pts

FCF margin

1.4%-4.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$51.18B$51.18B$51.36B$49.97B$47.12B
Net Income$329.0M$329.0M$1.25B$1.08B$1.38B
EBITDA$2.42B$2.42B$3.53B$3.24B$3.79B
EPS12.6012.6047.2040.5651.92
Gross Margin57.4%57.4%57.7%56.9%57.9%
Operating Margin2.4%2.4%3.4%3.0%4.6%
Net Margin0.6%0.6%2.4%2.2%2.9%
Balance Sheet
Debt/Equity0.040.040.050.060.07
Current Ratio3.623.62———
Cash Flow
Free Cash Flow$733.0M$733.0M$2.39B$1.29B$2.59B
Returns
ROE1.1%1.1%4.3%3.7%4.7%
Valuation
P/E270.11270.1132.4237.3826.75
EV/EBITDA8.128.127.908.696.45
P/B1.111.111.391.381.27
Growth & Yield
Revenue Growth-0.3%-0.3%2.8%6.1%—
EPS Growth-73.3%-73.3%16.4%-21.9%—
Dividend Yield2.4%2.4%———

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

105.3%

muy exigente

EPS terminal req.

$109.05

Spread vs growth

-178.6%

5Y implied EPS CAGR

60.0%

muy exigente

EPS terminal req.

$131.95

Spread vs growth

-133.3%

10Y implied EPS CAGR

32.6%

muy exigente

EPS terminal req.

$212.51

Spread vs growth

-106.0%

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 -14.6%

Total return

-14.6%

Start / end P/E

31.4x → 97.5x

EPS bridge

47.20 → 12.60

Residual

-154.4%

EPS growth-73.3%
Multiple rerating+210.7%
Dividend+2.4%
Residual / FX / buybacks / cross-term-154.4%

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.