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2932.T$1021.00-2.58%
Fair $1021.00+0.0%

2932.T

STI Foods Holdings,Inc.

Consumer Defensive / Packaged FoodsTokyo

$1021.00

-27.00 (-2.58%)

Fairly Valued+0.0%Fair Value $1021.00Fund rank 28/100 · Data gapFallback financials|
SA 43/C
F-Score: 3/9

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 32% · confianza 21%

FCF escenarios

weak_data · normalized FCF $1.4B · quality 44.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 26/100Data 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

43/100

C

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: 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 · 2932.TLocal privado en este navegador · STI Foods Holdings,Inc.
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

$18.2B

P/E

7.7x

↓

EV/EBITDA

4.4x

↓

ROE

24.8%

↑

Gross Margin

27.1%

↓

Debt/Equity

0.42

↑
52-Week Range$1021
$1000$1424

TradingView lightweight chart

2932.T price, volumen y niveles de valoración

Último $1,021Periodo +49.4%
Fair value: $1,021

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

+11.9%

FCF CAGR

+79.9%

FCF margin

3.8%

FCF / Net income

0.58x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $38.60B · net income $2.49B · FCF $1.45B

2022-FY → 2025-FY

Gross margin

27.1%+0.3% pts

Operating margin

6.6%+1.2% pts

Net margin

6.4%+2.8% pts

FCF margin

3.8%+2.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$38.60B$38.60B$35.58B$31.78B$27.57B
Net Income$2.49B$2.49B$1.69B$1.56B$1.01B
EBITDA$4.30B$4.30B$3.52B$3.24B$2.42B
EPS——92.2385.5855.29
Gross Margin27.1%27.1%28.0%27.8%26.8%
Operating Margin6.6%6.6%8.2%7.3%5.4%
Net Margin6.4%6.4%4.7%4.9%3.6%
Balance Sheet
Debt/Equity0.420.420.410.180.29
Current Ratio1.551.55———
Cash Flow
Free Cash Flow$1.45B$1.45B$-256.0M$2.68B$249.0M
Returns
ROE24.8%24.8%20.1%21.0%16.2%
Valuation
P/E7.697.6916.6616.4417.66
EV/EBITDA4.394.397.777.096.95
P/B1.811.813.353.452.87
Growth & Yield
Revenue Growth8.5%8.5%11.9%15.3%—
EPS Growth——7.8%54.8%—
Dividend Yield3.8%3.8%———

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
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 -14.8%

Total return

-14.8%

Start / end P/E

n/dx → n/dx

EPS bridge

92.23 → n/d

Residual

-18.6%

EPS growthn/d
Multiple reratingn/d
Dividend+3.8%
Residual / FX / buybacks / cross-term-18.6%

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.