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2938.T$1483.00-2.75%
Fair $1483.00+0.0%

2938.T

Okamura Foods Co., Ltd.

Consumer Defensive / Farm ProductsTokyo

$1483.00

-42.00 (-2.75%)

Fairly Valued+0.0%Fair Value $1483.00Fund rank 22/100 · Data gapFallback financials|
SA 48/C
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 16%

FCF escenarios

weak_data · normalized FCF $-2.1B · quality 35.3/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 6/100Data 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

48/100

C

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 · 2938.TLocal privado en este navegador · Okamura Foods 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

$74.5B

P/E

32.2x

↑

EV/EBITDA

19.7x

↑

ROE

12.6%

↑

Gross Margin

20.9%

↓

Debt/Equity

1.08

↑
52-Week Range$1483
$814$1682

TradingView lightweight chart

2938.T price, volumen y niveles de valoración

Último $1,483Periodo +190.3%
Fair value: $1,483

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

+13.6%

FCF CAGR

—

FCF margin

4.4%

FCF / Net income

0.77x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $35.34B · net income $2.02B · FCF $1.55B

2022-FY → 2025-FY

Gross margin

20.9%-3.7% pts

Operating margin

8.5%-4.5% pts

Net margin

5.7%-3.6% pts

FCF margin

4.4%+14.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$35.34B$35.34B$32.66B$28.94B$24.10B
Net Income$2.02B$2.02B$1.97B$2.39B$2.25B
EBITDA$4.47B$4.47B$4.32B$4.46B$4.04B
EPS39.8539.8540.2959.1455.65
Gross Margin20.9%20.9%19.8%24.0%24.6%
Operating Margin8.5%8.5%7.8%11.0%13.0%
Net Margin5.7%5.7%6.0%8.3%9.3%
Balance Sheet
Debt/Equity1.081.081.331.501.55
Current Ratio1.311.31———
Cash Flow
Free Cash Flow$1.55B$1.55B$-2.06B$-3.27B$-2.54B
Returns
ROE12.6%12.6%13.9%24.0%30.2%
Valuation
P/E32.2032.2013.20——
EV/EBITDA19.6819.689.26——
P/B4.694.691.84——
Growth & Yield
Revenue Growth8.2%8.2%12.9%20.1%—
EPS Growth-1.1%-1.1%-31.9%6.3%—
Dividend Yield0.5%0.5%———

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

48.9%

muy exigente

EPS terminal req.

$131.59

Spread vs growth

-50.0%

5Y implied EPS CAGR

31.9%

muy exigente

EPS terminal req.

$159.23

Spread vs growth

-33.0%

10Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$256.43

Spread vs growth

-21.6%

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 +79.1%

Total return

+79.1%

Start / end P/E

20.6x → 37.2x

EPS bridge

40.29 → 39.85

Residual

-0.9%

EPS growth-1.1%
Multiple rerating+80.6%
Dividend+0.5%
Residual / FX / buybacks / cross-term-0.9%

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.