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2918.T$2574.00-1.61%
Fair $2574.00+0.0%

2918.T

Warabeya Nichiyo Holdings Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2574.00

-42.00 (-1.61%)

Fairly Valued+0.0%Fair Value $2574.00Fund rank 24/100 · Data gapFallback financials|
SA 45/C
F-Score: 5/9

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 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $-3.7B · quality 39.7/100

Data gap 24/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data 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

45/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists.
Thesis & Journal · 2918.TLocal privado en este navegador · Warabeya Nichiyo Holdings 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

$44.6B

P/E

8.4x

↓

EV/EBITDA

4.7x

↓

ROE

9.0%

↑

Gross Margin

18.8%

↓

Debt/Equity

0.61

↑
52-Week Range$2574
$2226$3820

TradingView lightweight chart

2918.T price, volumen y niveles de valoración

Último $2,574Periodo +168.1%
Fair value: $2,574

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2023–2026 · 3 años de histórico normalizado

Revenue CAGR

+6.3%

FCF CAGR

+109.0%

FCF margin

1.3%

FCF / Net income

0.57x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $233.83B · net income $5.34B · FCF $3.03B

2023-FY → 2026-FY

Gross margin

18.8%+1.6% pts

Operating margin

3.2%+0.6% pts

Net margin

2.3%+0.8% pts

FCF margin

1.3%+1.1% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$233.83B$233.83B$222.47B$207.01B$194.42B
Net Income$5.34B$5.34B$2.68B$4.27B$2.81B
EBITDA$14.97B$14.97B$11.68B$11.01B$8.99B
EPS———244.71160.94
Gross Margin18.8%18.8%17.3%17.8%17.2%
Operating Margin3.2%3.2%2.0%3.1%2.6%
Net Margin2.3%2.3%1.2%2.1%1.4%
Balance Sheet
Debt/Equity0.610.610.600.410.30
Current Ratio1.161.16———
Cash Flow
Free Cash Flow$3.03B$3.03B$-5.37B$-3.70B$332.0M
Returns
ROE9.0%9.0%4.7%8.0%5.6%
Valuation
P/E8.378.37—11.0711.43
EV/EBITDA4.724.725.285.524.01
P/B0.750.750.630.890.64
Growth & Yield
Revenue Growth5.1%5.1%7.5%6.5%—
EPS Growth———52.1%—
Dividend Yield4.6%4.6%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 +17.4%

Total return

+17.4%

Start / end P/E

n/dx → n/dx

EPS bridge

n/d → n/d

Residual

+12.8%

EPS growthn/d
Multiple reratingn/d
Dividend+4.6%
Residual / FX / buybacks / cross-term+12.8%

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.