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8079.T$3930.00-0.63%
Fair $3930.00+0.0%

8079.T

Shoei Foods Corporation

Consumer Defensive / Packaged FoodsTokyo

$3930.00

-25.00 (-0.63%)

Fairly Valued+0.0%Fair Value $3930.00Fund rank 25/100 · Data gapFallback financials|
SA 33/D
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 17%

FCF escenarios

weak_data · normalized FCF $497.0M · quality 40.3/100

Data gap 25/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 14/100Data 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

33/100

D

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 · 8079.TLocal privado en este navegador · Shoei Foods Corporation
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

$65.1B

P/E

21.7x

↑

EV/EBITDA

10.1x

↑

ROE

5.5%

↓

Gross Margin

15.7%

↓

Debt/Equity

0.41

↑
52-Week Range$3930
$3855$4390

TradingView lightweight chart

8079.T price, volumen y niveles de valoración

Último $3,930Periodo +739.7%
Fair value: $3,930

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

+6.6%

FCF CAGR

—

FCF margin

-2.0%

FCF / Net income

-0.81x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $124.90B · net income $3.04B · FCF $-2.45B

2022-FY → 2025-FY

Gross margin

15.7%-0.4% pts

Operating margin

4.0%+0.3% pts

Net margin

2.4%-0.3% pts

FCF margin

-2.0%-0.9% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$124.90B$124.90B$115.21B$109.59B$103.19B
Net Income$3.04B$3.04B$3.17B$2.81B$2.79B
EBITDA$7.59B$7.59B$7.96B$7.15B$7.18B
EPS181.31181.31188.18166.81165.63
Gross Margin15.7%15.7%16.2%16.0%16.1%
Operating Margin4.0%4.0%4.2%3.7%3.6%
Net Margin2.4%2.4%2.8%2.6%2.7%
Balance Sheet
Debt/Equity0.410.410.330.370.35
Current Ratio1.881.88———
Cash Flow
Free Cash Flow$-2.45B$-2.45B$497.0M$4.34B$-1.08B
Returns
ROE5.5%5.5%6.0%5.5%5.8%
Valuation
P/E21.7021.7023.3326.1725.18
EV/EBITDA10.0910.0910.0911.0811.06
P/B1.201.201.391.441.45
Growth & Yield
Revenue Growth8.4%8.4%5.1%6.2%—
EPS Growth-3.7%-3.7%12.8%0.7%—
Dividend Yield2.3%2.3%———

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

24.4%

exigente

EPS terminal req.

$348.72

Spread vs growth

-28.0%

5Y implied EPS CAGR

18.4%

exigente

EPS terminal req.

$421.95

Spread vs growth

-22.1%

10Y implied EPS CAGR

14.1%

razonable

EPS terminal req.

$679.56

Spread vs growth

-17.8%

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 +1.5%

Total return

+1.5%

Start / end P/E

21.0x → 21.7x

EPS bridge

188.18 → 181.31

Residual

-0.1%

EPS growth-3.7%
Multiple rerating+3.0%
Dividend+2.3%
Residual / FX / buybacks / cross-term-0.1%

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.