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7481.T$2395.00-0.21%
Fair $2395.00+0.0%

7481.T

Oie Sangyo Co., Ltd.

Consumer Defensive / Food DistributionTokyo

$2395.00

-5.00 (-0.21%)

Fairly Valued+0.0%Fair Value $2395.00Fund rank 36/100 · Data gapFallback financials|
SA 64/B
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 24% · confianza 25%

FCF escenarios

weak_data · normalized FCF $2.7B · quality 72.7/100

Data gap 36/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 66/100Data 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

64/100

B

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 · 7481.TLocal privado en este navegador · Oie Sangyo 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

$19.9B

P/E

7.1x

↓

EV/EBITDA

3.2x

↓

ROE

19.4%

↑

Gross Margin

18.9%

↓

Debt/Equity

0.02

↓
52-Week Range$2395
$1970$2875

TradingView lightweight chart

7481.T price, volumen y niveles de valoración

Último $2,395Periodo +320.2%
Fair value: $2,395

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

+19.1%

FCF CAGR

+131.5%

FCF margin

2.7%

FCF / Net income

1.14x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $119.26B · net income $2.81B · FCF $3.22B

2022-FY → 2025-FY

Gross margin

18.9%+1.6% pts

Operating margin

3.0%+4.0% pts

Net margin

2.4%+2.5% pts

FCF margin

2.7%+2.3% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$119.26B$119.26B$111.38B$94.83B$70.60B
Net Income$2.81B$2.81B$3.06B$1.63B$-114.1M
EBITDA$4.44B$4.44B$3.85B$2.40B$411.0M
EPS339.57339.57344.43180.55-12.62
Gross Margin18.9%18.9%18.8%18.2%17.3%
Operating Margin3.0%3.0%2.9%1.8%-1.1%
Net Margin2.4%2.4%2.7%1.7%-0.2%
Balance Sheet
Debt/Equity0.020.020.030.110.29
Current Ratio1.381.38———
Cash Flow
Free Cash Flow$3.22B$3.22B$2.67B$2.54B$259.6M
Returns
ROE19.4%19.4%24.1%14.8%-1.2%
Valuation
P/E7.087.084.815.86—
EV/EBITDA3.153.152.892.8119.81
P/B1.371.371.160.870.90
Growth & Yield
Revenue Growth7.1%7.1%17.4%34.3%—
EPS Growth-1.4%-1.4%90.8%1530.7%—
Dividend Yield4.3%4.3%———

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

-14.5%

fácil

EPS terminal req.

$212.52

Spread vs growth

13.1%

5Y implied EPS CAGR

-5.4%

fácil

EPS terminal req.

$257.14

Spread vs growth

4.0%

10Y implied EPS CAGR

2.0%

fácil

EPS terminal req.

$414.13

Spread vs growth

-3.4%

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 +25.9%

Total return

+25.9%

Start / end P/E

5.7x → 7.1x

EPS bridge

344.43 → 339.57

Residual

-0.3%

EPS growth-1.4%
Multiple rerating+23.3%
Dividend+4.3%
Residual / FX / buybacks / cross-term-0.3%

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.