StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
9887.T$4570.00-1.78%
Fair $4570.00+0.0%

9887.T

Matsuya Foods Holdings Co., Ltd.

Consumer Cyclical / RestaurantsTokyo

$4570.00

-85.00 (-1.78%)

Fairly Valued+0.0%Fair Value $4570.00Fund rank 29/100 · Data gapFallback financials|
SA 34/D
F-Score: 4/9
Low Profitability

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 33% · confianza 21%

FCF escenarios

weak_data · normalized FCF $2.8B · quality 45.3/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 34/100Data 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

34/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific holding-company NAV/SOTP model required: targets are disabled until look-through holdings, debt and discount data exists. ROE is 4.8%, below the 5% threshold
Thesis & Journal · 9887.TLocal privado en este navegador · Matsuya Foods Holdings 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

$94.1B

P/E

23.2x

↑

EV/EBITDA

10.4x

↑

ROE

4.8%

↓

Gross Margin

63.9%

↑

Debt/Equity

0.78

↑
52-Week Range$4570
$4600$7560

TradingView lightweight chart

9887.T price, volumen y niveles de valoración

Último $4,700Periodo +169.8%
Fair value: $4,570

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

+17.7%

FCF CAGR

—

FCF margin

-3.9%

FCF / Net income

-2.76x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $154.22B · net income $2.19B · FCF $-6.03B

2022-FY → 2025-FY

Gross margin

63.9%-1.2% pts

Operating margin

2.9%+7.3% pts

Net margin

1.4%+0.2% pts

FCF margin

-3.9%-7.7% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$154.22B$154.22B$127.61B$106.60B$94.47B
Net Income$2.19B$2.19B$2.92B$1.26B$1.11B
EBITDA$10.16B$10.16B$9.32B$6.58B$7.23B
EPS114.67114.67152.9465.8757.99
Gross Margin63.9%63.9%65.8%66.4%65.1%
Operating Margin2.9%2.9%4.2%1.4%-4.4%
Net Margin1.4%1.4%2.3%1.2%1.2%
Balance Sheet
Debt/Equity0.780.780.610.510.50
Current Ratio1.501.50———
Cash Flow
Free Cash Flow$-6.03B$-6.03B$4.08B$2.75B$3.55B
Returns
ROE4.8%4.8%6.6%3.0%2.7%
Valuation
P/E23.2123.2135.8361.6465.18
EV/EBITDA10.3910.3912.0112.7110.93
P/B1.911.912.381.871.77
Growth & Yield
Revenue Growth20.9%20.9%19.7%12.8%—
EPS Growth-25.0%-25.0%132.2%13.6%—
Dividend Yield0.5%0.5%———

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

52.4%

muy exigente

EPS terminal req.

$405.51

Spread vs growth

-77.4%

5Y implied EPS CAGR

33.7%

muy exigente

EPS terminal req.

$490.67

Spread vs growth

-58.8%

10Y implied EPS CAGR

21.3%

exigente

EPS terminal req.

$790.23

Spread vs growth

-46.3%

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 -14.8%

Total return

-14.8%

Start / end P/E

36.3x → 41.0x

EPS bridge

152.94 → 114.67

Residual

-3.2%

EPS growth-25.0%
Multiple rerating+12.9%
Dividend+0.5%
Residual / FX / buybacks / cross-term-3.2%

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.