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2915.T$1932.00-0.26%
Fair $1932.00+0.0%

2915.T

KENKO Mayonnaise Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1932.00

-5.00 (-0.26%)

Fairly Valued+0.0%Fair Value $1932.00Fund rank 38/100 · Data gapFallback financials|
SA 55/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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $3.8B · 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 80/100Data 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

55/100

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 · 2915.TLocal privado en este navegador · KENKO Mayonnaise 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

$27.8B

P/E

9.7x

↓

EV/EBITDA

2.5x

↓

ROE

8.8%

↑

Gross Margin

22.4%

↓

Debt/Equity

0.10

↓
52-Week Range$1932
$1693$2365

TradingView lightweight chart

2915.T price, volumen y niveles de valoración

Último $1,932Periodo +245.0%
Fair value: $1,932

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

+6.6%

FCF CAGR

+3.9%

FCF margin

4.1%

FCF / Net income

1.08x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $91.70B · net income $3.50B · FCF $3.77B

2022-FY → 2025-FY

Gross margin

22.4%+1.5% pts

Operating margin

5.3%+3.1% pts

Net margin

3.8%+2.2% pts

FCF margin

4.1%-0.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$91.70B$91.70B$88.72B$82.36B$75.65B
Net Income$3.50B$3.50B$2.73B$485.0M$1.21B
EBITDA$7.59B$7.59B$6.51B$3.48B$4.62B
EPS221.62221.62169.9029.8674.32
Gross Margin22.4%22.4%20.3%17.8%20.9%
Operating Margin5.3%5.3%3.3%0.1%2.1%
Net Margin3.8%3.8%3.1%0.6%1.6%
Balance Sheet
Debt/Equity0.100.100.110.150.19
Current Ratio1.981.98———
Cash Flow
Free Cash Flow$3.77B$3.77B$5.04B$2.22B$3.36B
Returns
ROE8.8%8.8%7.0%1.3%3.3%
Valuation
P/E9.719.7111.6240.3918.76
EV/EBITDA2.452.453.133.673.72
P/B0.760.760.820.530.62
Growth & Yield
Revenue Growth3.4%3.4%7.7%8.9%—
EPS Growth30.4%30.4%469.0%-59.8%—
Dividend Yield3.6%3.6%———

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

-8.2%

fácil

EPS terminal req.

$171.43

Spread vs growth

38.6%

5Y implied EPS CAGR

-1.3%

fácil

EPS terminal req.

$207.43

Spread vs growth

31.8%

10Y implied EPS CAGR

4.2%

fácil

EPS terminal req.

$334.07

Spread vs growth

26.3%

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 +9.2%

Total return

+9.2%

Start / end P/E

10.8x → 8.7x

EPS bridge

169.90 → 221.62

Residual

-5.8%

EPS growth+30.4%
Multiple rerating-19.1%
Dividend+3.6%
Residual / FX / buybacks / cross-term-5.8%

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.