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2917.T$921.00-0.97%
Fair $921.00+0.0%

2917.T

Ohmoriya Co.,Ltd.

Consumer Defensive / Packaged FoodsTokyo

$921.00

-9.00 (-0.97%)

Fairly Valued+0.0%Fair Value $921.00Fund rank 22/100 · Data gapFallback financials|
SA 32/D
F-Score: 0/9
Margin CompressionLow 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 34% · confianza 16%

FCF escenarios

weak_data · normalized FCF $-2.0B · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 4/100Data 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

32/100

D

Piotroski

0/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Operating margin has declined for 3 consecutive years ROE is -0.6%, below the 5% threshold
Thesis & Journal · 2917.TLocal privado en este navegador · Ohmoriya 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

$4.6B

P/E

50.8x

↑

EV/EBITDA

55.8x

↑

ROE

-0.6%

↓

Gross Margin

11.7%

↓

Debt/Equity

0.76

↑
52-Week Range$921
$883$979

TradingView lightweight chart

2917.T price, volumen y niveles de valoración

Último $921.00Periodo +19.6%
Fair value: $921.00

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

+5.2%

FCF CAGR

—

FCF margin

-41.9%

FCF / Net income

93.86x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $16.51B · net income $-73.7M · FCF $-6.92B

2022-FY → 2025-FY

Gross margin

11.7%-6.8% pts

Operating margin

-0.4%-4.3% pts

Net margin

-0.4%-5.3% pts

FCF margin

-41.9%-49.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$16.51B$16.51B$16.31B$14.24B$14.17B
Net Income$-73.7M$-73.7M$180.0M$244.5M$681.0M
EBITDA$214.3M$214.3M$489.0M$601.8M$1.22B
EPS-14.76-14.7635.8248.59135.35
Gross Margin11.7%11.7%13.3%15.6%18.5%
Operating Margin-0.4%-0.4%1.7%2.6%3.9%
Net Margin-0.4%-0.4%1.1%1.7%4.8%
Balance Sheet
Debt/Equity0.760.760.130.030.04
Current Ratio2.252.25———
Cash Flow
Free Cash Flow$-6.92B$-6.92B$-1.98B$-945.8M$1.13B
Returns
ROE-0.6%-0.6%1.5%2.1%6.0%
Valuation
P/E50.7750.7725.2418.425.88
EV/EBITDA55.7755.7710.074.671.03
P/B0.400.400.390.390.36
Growth & Yield
Revenue Growth1.3%1.3%14.5%0.5%—
EPS Growth-141.2%-141.2%-26.3%-64.1%—
Dividend Yield1.1%1.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 -2.0%

Total return

-2.0%

Start / end P/E

n/dx → n/dx

EPS bridge

35.82 → -14.76

Residual

-3.1%

EPS growthn/d
Multiple reratingn/d
Dividend+1.1%
Residual / FX / buybacks / cross-term-3.1%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.