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2933.T$1018.00-0.88%
Fair $1018.00+0.0%

2933.T

Kibun Foods Inc.

Consumer Defensive / Packaged FoodsTokyo

$1018.00

-9.00 (-0.88%)

Fairly Valued+0.0%Fair Value $1018.00Fund rank 22/100 · Data gapFallback financials|
SA 27/D
F-Score: 6/9

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 14%

FCF escenarios

weak_data · normalized FCF $1.9B · quality 28.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 16/100Data 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

27/100

D

Piotroski

6/9

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 · 2933.TLocal privado en este navegador · Kibun Foods 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

$23.2B

P/E

21.1x

↑

EV/EBITDA

6.4x

↓

ROE

12.5%

↑

Gross Margin

23.1%

↓

Debt/Equity

1.34

↑
52-Week Range$1018
$1018$1224

TradingView lightweight chart

2933.T price, volumen y niveles de valoración

Último $1,018Periodo -22.7%
Fair value: $1,018

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

+3.2%

FCF CAGR

—

FCF margin

1.7%

FCF / Net income

0.72x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $108.91B · net income $2.59B · FCF $1.87B

2022-FY → 2025-FY

Gross margin

23.1%-0.1% pts

Operating margin

4.1%+0.3% pts

Net margin

2.4%+0.5% pts

FCF margin

1.7%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$108.91B$108.91B$106.52B$105.69B$99.20B
Net Income$2.59B$2.59B$2.83B$442.6M$1.90B
EBITDA$6.57B$6.57B$6.36B$4.14B$5.80B
EPS113.36113.36123.9219.3983.78
Gross Margin23.1%23.1%23.0%20.9%23.2%
Operating Margin4.1%4.1%4.4%1.9%3.8%
Net Margin2.4%2.4%2.7%0.4%1.9%
Balance Sheet
Debt/Equity1.341.341.532.212.15
Current Ratio1.211.21———
Cash Flow
Free Cash Flow$1.87B$1.87B$4.50B$-489.4M$-768.6M
Returns
ROE12.5%12.5%15.1%3.3%13.7%
Valuation
P/E21.1321.139.4052.6013.52
EV/EBITDA6.446.447.3411.288.27
P/B1.121.121.421.721.87
Growth & Yield
Revenue Growth2.2%2.2%0.8%6.5%—
EPS Growth-8.5%-8.5%539.1%-76.9%—
Dividend Yield2.2%2.2%———

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

-7.3%

fácil

EPS terminal req.

$90.33

Spread vs growth

-1.2%

5Y implied EPS CAGR

-0.7%

fácil

EPS terminal req.

$109.30

Spread vs growth

-7.8%

10Y implied EPS CAGR

4.5%

fácil

EPS terminal req.

$176.03

Spread vs growth

-13.0%

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 -0.3%

Total return

-0.3%

Start / end P/E

8.4x → 9.0x

EPS bridge

123.92 → 113.36

Residual

-0.6%

EPS growth-8.5%
Multiple rerating+6.5%
Dividend+2.2%
Residual / FX / buybacks / cross-term-0.6%

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.