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v0.1
2922.T$1859.00-0.80%
Fair $1859.00+0.0%

2922.T

Natori Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1859.00

-15.00 (-0.80%)

Fairly Valued+0.0%Fair Value $1859.00Fund rank 28/100 · Data gapFallback financials|
SA 38/D
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 19%

FCF escenarios

weak_data · normalized FCF $-166.9M · quality 49.0/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

38/100

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: 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 · 2922.TLocal privado en este navegador · Natori 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

$23.4B

P/E

17.4x

↑

EV/EBITDA

7.5x

↓

ROE

5.2%

↓

Gross Margin

21.1%

↓

Debt/Equity

0.20

↓
52-Week Range$1859
$1848$2041

TradingView lightweight chart

2922.T price, volumen y niveles de valoración

Último $1,859Periodo +118.7%
Fair value: $1,859

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

+2.7%

FCF CAGR

—

FCF margin

-0.3%

FCF / Net income

-0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $48.89B · net income $1.35B · FCF $-166.9M

2022-FY → 2025-FY

Gross margin

21.1%-2.1% pts

Operating margin

4.0%-1.0% pts

Net margin

2.8%-0.7% pts

FCF margin

-0.3%-3.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$48.89B$48.89B$47.58B$45.09B$45.09B
Net Income$1.35B$1.35B$1.40B$407.5M$1.56B
EBITDA$3.23B$3.23B$3.41B$2.32B$4.04B
EPS107.45107.45111.2832.38123.78
Gross Margin21.1%21.1%21.3%18.6%23.2%
Operating Margin4.0%4.0%4.5%1.4%5.0%
Net Margin2.8%2.8%2.9%0.9%3.5%
Balance Sheet
Debt/Equity0.200.200.250.310.33
Current Ratio1.901.90———
Cash Flow
Free Cash Flow$-166.9M$-166.9M$5.62B$-1.92B$1.62B
Returns
ROE5.2%5.2%5.6%1.7%6.7%
Valuation
P/E17.4317.4318.8559.6015.74
EV/EBITDA7.477.477.8012.786.78
P/B0.890.891.051.031.05
Growth & Yield
Revenue Growth2.8%2.8%5.5%-0.0%—
EPS Growth-3.4%-3.4%243.7%-73.8%—
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.

$164.96

Spread vs growth

-18.8%

5Y implied EPS CAGR

13.2%

razonable

EPS terminal req.

$199.60

Spread vs growth

-16.6%

10Y implied EPS CAGR

11.6%

razonable

EPS terminal req.

$321.45

Spread vs growth

-15.0%

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 -6.1%

Total return

-6.1%

Start / end P/E

18.1x → 17.3x

EPS bridge

111.28 → 107.45

Residual

+0.2%

EPS growth-3.4%
Multiple rerating-4.4%
Dividend+1.6%
Residual / FX / buybacks / cross-term+0.2%

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.