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8091.T$2147.00-1.33%
Fair $2147.00+0.0%

8091.T

Nichimo Co., Ltd.

Consumer Defensive / Packaged FoodsTokyo

$2147.00

-29.00 (-1.33%)

Fairly Valued+0.0%Fair Value $2147.00Fund rank 22/100 · Data gapFallback financials|
SA 42/C
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 16%

FCF escenarios

weak_data · normalized FCF $-774.0M · quality 33.7/100

Data gap 22/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 7/100Data 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

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. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · 8091.TLocal privado en este navegador · Nichimo 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

$18.0B

P/E

8.3x

↓

EV/EBITDA

8.7x

↓

ROE

8.8%

↑

Gross Margin

9.1%

↓

Debt/Equity

1.03

↑
52-Week Range$2147
$2072$2730

TradingView lightweight chart

8091.T price, volumen y niveles de valoración

Último $2,147Periodo +270.2%
Fair value: $2,147

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

+5.1%

FCF CAGR

—

FCF margin

-2.7%

FCF / Net income

-1.37x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $133.90B · net income $2.67B · FCF $-3.65B

2022-FY → 2025-FY

Gross margin

9.1%-0.7% pts

Operating margin

2.2%-0.5% pts

Net margin

2.0%-0.4% pts

FCF margin

-2.7%+4.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$133.90B$133.90B$127.76B$126.83B$115.47B
Net Income$2.67B$2.67B$2.35B$2.44B$2.75B
EBITDA$4.96B$4.96B$5.10B$4.72B$5.03B
EPS320.06320.06283.24329.32391.56
Gross Margin9.1%9.1%8.4%8.9%9.8%
Operating Margin2.2%2.2%1.6%2.3%2.8%
Net Margin2.0%2.0%1.8%1.9%2.4%
Balance Sheet
Debt/Equity1.031.031.031.501.73
Current Ratio1.731.73———
Cash Flow
Free Cash Flow$-3.65B$-3.65B$5.58B$-774.0M$-8.34B
Returns
ROE8.8%8.8%8.3%10.1%13.7%
Valuation
P/E8.258.258.014.643.46
EV/EBITDA8.718.717.758.417.56
P/B0.590.590.660.470.48
Growth & Yield
Revenue Growth4.8%4.8%0.7%9.8%—
EPS Growth13.0%13.0%-14.0%-15.9%—
Dividend Yield4.7%4.7%———

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

-15.9%

fácil

EPS terminal req.

$190.51

Spread vs growth

28.9%

5Y implied EPS CAGR

-6.4%

fácil

EPS terminal req.

$230.52

Spread vs growth

19.4%

10Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$371.25

Spread vs growth

11.5%

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 +6.9%

Total return

+6.9%

Start / end P/E

7.4x → 6.7x

EPS bridge

283.24 → 320.06

Residual

-1.2%

EPS growth+13.0%
Multiple rerating-9.5%
Dividend+4.7%
Residual / FX / buybacks / cross-term-1.2%

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.