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v0.1
7427.T$821.00-2.73%
Fair $821.00+0.0%

7427.T

Echo Trading Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$821.00

-23.00 (-2.73%)

Fairly Valued+0.0%Fair Value $821.00Fund rank 28/100 · Data gapFallback financials|
SA 42/C
F-Score: 2/9

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 19%

FCF escenarios

weak_data · normalized FCF $719.6M · quality 48.7/100

Data gap 28/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 19/100Data 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

42/100

C

Piotroski

2/9

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 · 7427.TLocal privado en este navegador · Echo Trading 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

$5.0B

P/E

6.4x

↓

EV/EBITDA

2.4x

↓

ROE

8.7%

↑

Gross Margin

11.3%

↓

Debt/Equity

0.28

↓
52-Week Range$821
$819$958

TradingView lightweight chart

7427.T price, volumen y niveles de valoración

Último $821.00Periodo -45.3%
Fair value: $821.00

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

+5.0%

FCF CAGR

—

FCF margin

-0.1%

FCF / Net income

-0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $106.39B · net income $1.00B · FCF $-96.9M

2022-FY → 2025-FY

Gross margin

11.3%-0.4% pts

Operating margin

1.3%+0.8% pts

Net margin

0.9%+0.6% pts

FCF margin

-0.1%+2.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$106.39B$106.39B$107.41B$96.96B$91.93B
Net Income$1.00B$1.00B$1.21B$590.4M$288.2M
EBITDA$1.65B$1.65B$1.76B$974.8M$570.6M
EPS166.38166.38201.6597.9847.82
Gross Margin11.3%11.3%11.6%11.5%11.7%
Operating Margin1.3%1.3%1.6%0.9%0.5%
Net Margin0.9%0.9%1.1%0.6%0.3%
Balance Sheet
Debt/Equity0.280.280.300.390.46
Current Ratio1.391.39———
Cash Flow
Free Cash Flow$-96.9M$-96.9M$1.15B$719.6M$-2.37B
Returns
ROE8.7%8.7%11.4%6.2%3.2%
Valuation
P/E6.386.386.049.0111.88
EV/EBITDA2.402.403.685.476.99
P/B0.430.430.690.560.38
Growth & Yield
Revenue Growth-0.9%-0.9%10.8%5.5%—
EPS Growth-17.5%-17.5%105.8%104.9%—
Dividend Yield3.5%3.5%———

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

-24.1%

fácil

EPS terminal req.

$72.85

Spread vs growth

6.6%

5Y implied EPS CAGR

-11.9%

fácil

EPS terminal req.

$88.15

Spread vs growth

-5.6%

10Y implied EPS CAGR

-1.6%

fácil

EPS terminal req.

$141.96

Spread vs growth

-15.9%

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 +0.7%

Total return

+0.7%

Start / end P/E

4.2x → 4.9x

EPS bridge

201.65 → 166.38

Residual

-3.1%

EPS growth-17.5%
Multiple rerating+17.8%
Dividend+3.5%
Residual / FX / buybacks / cross-term-3.1%

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.