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2937.T$1677.00-1.47%
Fair $1677.00+0.0%

2937.T

St.Cousair Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$1677.00

-25.00 (-1.47%)

Fairly Valued+0.0%Fair Value $1677.00Fund rank 32/100 · Data gapFallback financials|
SA 44/C
F-Score: 3/9
Margin Compression

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 25% · confianza 25%

FCF escenarios

weak_data · normalized FCF $357.0M · quality 58.3/100

Data gap 32/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 53/100Data 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

44/100

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: 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. Operating margin has declined for 3 consecutive years
Thesis & Journal · 2937.TLocal privado en este navegador · St.Cousair 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

$15.6B

P/E

25.5x

↑

EV/EBITDA

15.4x

↑

ROE

7.1%

↑

Gross Margin

34.8%

↑

Debt/Equity

0.35

↓
52-Week Range$1677
$1421$1991

TradingView lightweight chart

2937.T price, volumen y niveles de valoración

Último $1,677Periodo -35.5%
Fair value: $1,677

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

+11.2%

FCF CAGR

-72.3%

FCF margin

0.1%

FCF / Net income

0.04x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $19.47B · net income $350.4M · FCF $15.1M

2022-FY → 2025-FY

Gross margin

34.8%-6.0% pts

Operating margin

4.3%-5.0% pts

Net margin

1.8%-4.8% pts

FCF margin

0.1%-4.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$19.47B$19.47B$19.16B$17.87B$14.17B
Net Income$350.4M$350.4M$818.1M$1.06B$939.1M
EBITDA$1.01B$1.01B$1.67B$1.95B$1.59B
EPS37.3837.3887.26124.50122.91
Gross Margin34.8%34.8%36.8%39.3%40.8%
Operating Margin4.3%4.3%6.7%9.0%9.3%
Net Margin1.8%1.8%4.3%5.9%6.6%
Balance Sheet
Debt/Equity0.350.350.350.451.76
Current Ratio2.022.02———
Cash Flow
Free Cash Flow$15.1M$15.1M$357.0M$806.1M$709.2M
Returns
ROE7.1%7.1%17.3%25.1%69.4%
Valuation
P/E25.4625.4626.2435.74—
EV/EBITDA15.4015.4012.2218.65—
P/B3.173.174.538.96—
Growth & Yield
Revenue Growth1.6%1.6%7.3%26.1%—
EPS Growth-57.2%-57.2%-29.9%1.3%—
Dividend Yield4.1%4.1%———

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

58.5%

muy exigente

EPS terminal req.

$148.81

Spread vs growth

-115.6%

5Y implied EPS CAGR

36.9%

muy exigente

EPS terminal req.

$180.06

Spread vs growth

-94.1%

10Y implied EPS CAGR

22.7%

exigente

EPS terminal req.

$289.98

Spread vs growth

-79.9%

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 +20.3%

Total return

+20.3%

Start / end P/E

16.5x → 44.9x

EPS bridge

87.26 → 37.38

Residual

-97.9%

EPS growth-57.2%
Multiple rerating+171.3%
Dividend+4.1%
Residual / FX / buybacks / cross-term-97.9%

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.