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4526.T$2822.00+0.93%
Fair $2822.00+0.0%

4526.T

Riken Vitamin Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2822.00

+26.00 (+0.93%)

Fairly Valued+0.0%Fair Value $2822.00Fund rank 35/100 · Data gapFallback financials|
SA 60/B
F-Score: 7/9

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 23% · confianza 25%

FCF escenarios

weak_data · normalized FCF $5.7B · quality 73.0/100

Data gap 35/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 70/100Data 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

60/100

B

Piotroski

7/9

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 · 4526.TLocal privado en este navegador · Riken Vitamin 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

$82.4B

P/E

8.9x

↓

EV/EBITDA

4.6x

↓

ROE

11.9%

↑

Gross Margin

32.7%

↑

Debt/Equity

0.13

↓
52-Week Range$2822
$2477$3285

TradingView lightweight chart

4526.T price, volumen y niveles de valoración

Último $2,832Periodo +117.8%
Fair value: $2,822

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

+6.5%

FCF CAGR

-4.6%

FCF margin

3.1%

FCF / Net income

0.32x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $95.58B · net income $9.39B · FCF $2.99B

2022-FY → 2025-FY

Gross margin

32.7%+0.5% pts

Operating margin

9.1%+1.8% pts

Net margin

9.8%-17.4% pts

FCF margin

3.1%-1.2% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$95.58B$95.58B$91.48B$88.75B$79.23B
Net Income$9.39B$9.39B$8.76B$6.41B$21.58B
EBITDA$16.03B$16.03B$15.35B$11.71B$24.23B
EPS310.08310.08268.44195.51657.98
Gross Margin32.7%32.7%32.7%30.7%32.3%
Operating Margin9.1%9.1%10.2%8.1%7.4%
Net Margin9.8%9.8%9.6%7.2%27.2%
Balance Sheet
Debt/Equity0.130.130.210.200.26
Current Ratio3.413.41———
Cash Flow
Free Cash Flow$2.99B$2.99B$7.42B$5.67B$3.44B
Returns
ROE11.9%11.9%11.4%9.0%32.4%
Valuation
P/E8.948.949.729.832.47
EV/EBITDA4.564.565.074.992.21
P/B1.081.081.110.880.80
Growth & Yield
Revenue Growth4.5%4.5%3.1%12.0%—
EPS Growth15.5%15.5%37.3%-70.3%—
Dividend Yield3.9%3.9%———

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

-6.9%

fácil

EPS terminal req.

$250.41

Spread vs growth

22.4%

5Y implied EPS CAGR

-0.5%

fácil

EPS terminal req.

$302.99

Spread vs growth

16.0%

10Y implied EPS CAGR

4.6%

fácil

EPS terminal req.

$487.97

Spread vs growth

10.9%

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 +15.3%

Total return

+15.3%

Start / end P/E

9.5x → 9.1x

EPS bridge

268.44 → 310.08

Residual

-0.6%

EPS growth+15.5%
Multiple rerating-3.6%
Dividend+3.9%
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.