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3392.T$801.00-0.37%
Fair $801.00+0.0%

3392.T

Delica Foods Holdings Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$801.00

-3.00 (-0.37%)

Fairly Valued+0.0%Fair Value $801.00Fund rank 26/100 · Data gapFallback financials|
SA 37/D
F-Score: 5/9

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 17%

FCF escenarios

weak_data · normalized FCF $707.2M · quality 40.7/100

Data gap 26/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 21/100Data 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

37/100

D

Piotroski

5/9

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 · 3392.TLocal privado en este navegador · Delica Foods Holdings 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

$13.0B

P/E

9.0x

↓

EV/EBITDA

9.4x

↑

ROE

6.0%

↓

Gross Margin

24.4%

↓

Debt/Equity

1.18

↑
52-Week Range$801
$533$1033

TradingView lightweight chart

3392.T price, volumen y niveles de valoración

Último $801.00Periodo +32.7%
Fair value: $801.00

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

+13.9%

FCF CAGR

—

FCF margin

4.9%

FCF / Net income

5.34x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $58.76B · net income $542.0M · FCF $2.89B

2022-FY → 2025-FY

Gross margin

24.4%+1.7% pts

Operating margin

1.4%+2.4% pts

Net margin

0.9%+2.8% pts

FCF margin

4.9%+5.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$58.76B$58.76B$52.82B$47.93B$39.79B
Net Income$542.0M$542.0M$1.01B$702.5M$-746.5M
EBITDA$2.12B$2.12B$2.33B$1.74B$497.6M
EPS33.2633.2662.2847.25-50.57
Gross Margin24.4%24.4%25.0%24.4%22.7%
Operating Margin1.4%1.4%2.1%1.3%-1.0%
Net Margin0.9%0.9%1.9%1.5%-1.9%
Balance Sheet
Debt/Equity1.181.181.581.501.92
Current Ratio1.121.12———
Cash Flow
Free Cash Flow$2.89B$2.89B$-3.22B$707.2M$-252.1M
Returns
ROE6.0%6.0%11.6%9.1%-12.0%
Valuation
P/E8.988.989.6211.58—
EV/EBITDA9.459.458.288.1731.43
P/B1.451.451.111.051.31
Growth & Yield
Revenue Growth11.2%11.2%10.2%20.5%—
EPS Growth-46.6%-46.6%31.8%193.4%—
Dividend Yield3.4%3.4%———

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

28.8%

muy exigente

EPS terminal req.

$71.08

Spread vs growth

-75.4%

5Y implied EPS CAGR

20.9%

exigente

EPS terminal req.

$86.00

Spread vs growth

-67.5%

10Y implied EPS CAGR

15.3%

exigente

EPS terminal req.

$138.51

Spread vs growth

-61.9%

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 +52.0%

Total return

+52.0%

Start / end P/E

8.7x → 24.1x

EPS bridge

62.28 → 33.26

Residual

-83.1%

EPS growth-46.6%
Multiple rerating+178.3%
Dividend+3.4%
Residual / FX / buybacks / cross-term-83.1%

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.