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2911.T$2239.00+0.18%
Fair $2239.00+0.0%

2911.T

Asahimatsu Foods Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2239.00

+4.00 (+0.18%)

Fairly Valued+0.0%Fair Value $2239.00Fund rank 30/100 · Data gapFallback financials|
SA 39/D
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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $24.3M · quality 53.0/100

Data gap 30/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

39/100

D

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 2.9%, below the 5% threshold
Thesis & Journal · 2911.TLocal privado en este navegador · Asahimatsu Foods 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

$4.2B

P/E

18.0x

↑

EV/EBITDA

3.8x

↓

ROE

2.9%

↓

Gross Margin

28.5%

↑

Debt/Equity

0.12

↓
52-Week Range$2239
$2218$2385

TradingView lightweight chart

2911.T price, volumen y niveles de valoración

Último $2,239Periodo -43.3%
Fair value: $2,239

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

-0.1%

FCF CAGR

-55.7%

FCF margin

0.3%

FCF / Net income

0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.02B · net income $238.8M · FCF $24.3M

2022-FY → 2025-FY

Gross margin

28.5%-0.0% pts

Operating margin

2.8%+0.3% pts

Net margin

3.0%+0.5% pts

FCF margin

0.3%-3.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.02B$8.02B$8.10B$7.94B$8.03B
Net Income$238.8M$238.8M$232.8M$-68.7M$196.2M
EBITDA$794.2M$794.2M$783.8M$491.5M$806.9M
EPS129.34129.34126.46-37.51107.57
Gross Margin28.5%28.5%27.8%26.0%28.5%
Operating Margin2.8%2.8%2.5%-0.6%2.6%
Net Margin3.0%3.0%2.9%-0.9%2.4%
Balance Sheet
Debt/Equity0.120.120.090.100.11
Current Ratio4.344.34———
Cash Flow
Free Cash Flow$24.3M$24.3M$265.5M$-45.2M$279.7M
Returns
ROE2.9%2.9%2.9%-0.9%2.6%
Valuation
P/E18.0218.0217.99—20.54
EV/EBITDA3.753.753.625.943.59
P/B0.500.500.530.540.54
Growth & Yield
Revenue Growth-1.0%-1.0%2.0%-1.2%—
EPS Growth2.3%2.3%437.1%-134.9%—
Dividend Yield1.6%1.6%———

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

15.4%

exigente

EPS terminal req.

$198.67

Spread vs growth

-13.1%

5Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$240.40

Spread vs growth

-10.9%

10Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$387.16

Spread vs growth

-9.3%

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 -0.3%

Total return

-0.3%

Start / end P/E

18.0x → 17.3x

EPS bridge

126.46 → 129.34

Residual

-0.1%

EPS growth+2.3%
Multiple rerating-4.0%
Dividend+1.6%
Residual / FX / buybacks / cross-term-0.1%

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.