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2930.T$123.00-1.60%
Fair $123.00+0.0%

2930.T

Kitanotatsujin Corporation

Consumer Defensive / Household & Personal ProductsTokyo

$123.00

-2.00 (-1.60%)

Fairly Valued+0.0%Fair Value $123.00Fund rank 27/100 · Data gapFallback financials|
SA 21/D
F-Score: 3/9
Declining Revenue

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 32% · confianza 24%

FCF escenarios

weak_data · normalized FCF $837.9M · quality 41.3/100

Data gap 27/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 39/100Data 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

21/100

D

Piotroski

3/9

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. Revenue has declined for 2 consecutive years
Thesis & Journal · 2930.TLocal privado en este navegador · Kitanotatsujin Corporation
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

$17.2B

P/E

25.1x

↑

EV/EBITDA

9.8x

↑

ROE

8.6%

↑

Gross Margin

75.7%

↑

Debt/Equity

N/A

•
52-Week Range$123
$121$154

TradingView lightweight chart

2930.T price, volumen y niveles de valoración

Último $123.00Periodo +249.3%
Fair value: $123.00

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

+4.5%

FCF CAGR

+362.4%

FCF margin

7.5%

FCF / Net income

1.20x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $11.21B · net income $695.9M · FCF $837.9M

2023-FY → 2026-FY

Gross margin

75.7%+1.4% pts

Operating margin

8.9%+3.7% pts

Net margin

6.2%+2.7% pts

FCF margin

7.5%+7.4% pts
MetricTTM
2026
2025
2024
2023
Income Statement
Revenue$11.21B$11.21B$11.83B$14.67B$9.83B
Net Income$695.9M$695.9M$1.21B$994.7M$343.7M
EBITDA$1.16B$1.16B$1.86B$1.64B$661.4M
EPS4.994.998.667.152.47
Gross Margin75.7%75.7%75.8%73.9%74.3%
Operating Margin8.9%8.9%14.2%9.9%5.2%
Net Margin6.2%6.2%10.2%6.8%3.5%
Balance Sheet
Debt/Equity———0.000.01
Current Ratio5.855.85———
Cash Flow
Free Cash Flow$837.9M$837.9M$1.64B$301.9M$8.5M
Returns
ROE8.6%8.6%15.3%14.2%5.6%
Valuation
P/E25.0525.0517.9028.67143.32
EV/EBITDA9.839.838.5214.5067.17
P/B2.132.132.744.087.95
Growth & Yield
Revenue Growth-5.2%-5.2%-19.4%49.2%—
EPS Growth-42.4%-42.4%21.1%189.5%—
Dividend Yield2.8%2.8%———

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

29.8%

muy exigente

EPS terminal req.

$10.91

Spread vs growth

-72.2%

5Y implied EPS CAGR

21.5%

exigente

EPS terminal req.

$13.21

Spread vs growth

-63.9%

10Y implied EPS CAGR

15.6%

exigente

EPS terminal req.

$21.27

Spread vs growth

-58.0%

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 -11.1%

Total return

-11.1%

Start / end P/E

16.5x → 24.6x

EPS bridge

8.66 → 4.99

Residual

-20.9%

EPS growth-42.4%
Multiple rerating+49.3%
Dividend+2.8%
Residual / FX / buybacks / cross-term-20.9%

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.