Meiji Holdings Co (2269) AI Stock Analysis

• Market Cap: $867.90B
• Dividend Yield: 3.13%
• Average Volume (3M): 855.06K
• Price to Earnings (P/E): 17.0
• Beta (1Y): 0.07
• Revenue Growth: 4.39%
• EPS Growth: 2.40%
• Country: JP
• Employees: 17,270
• Sector: Consumer Defensive
• Sector Strength: 56
• Industry: Packaged Foods
• EPS (TTM): 26.70
• Shares Outstanding: 282,200,000
• 10 Day Avg. Volume: 872,700
• 30 Day Avg. Volume: 855,056
• PEG Ratio: 38.85
• Price to Book (P/B): 1.24
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 69.93
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: $3,499.85
• Price Target Upside: 9.85% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 0

• Rating: 67 Neutral
• Price Target: ¥3,499.00 ▲(9.82%Upside)

The overall stock score of 67 reflects strong financial performance and operational efficiency, balanced by weaker cash flow management and bearish technical indicators. Valuation metrics are reasonable, though not outstanding, contributing to a moderate investment outlook.

Meiji Holdings Co Business Overview & Revenue Model

Company Description

Meiji Holdings Co., Ltd., through its subsidiaries, manufactures and sells dairy products, confectioneries, nutritional products, and pharmaceuticals in Japan and internationally. The company operates through two segments, Food and Pharmaceutical. It provides yogurt, drinking milk, beverages, cheese, butter and margarine, cream, ice cream, frozen foods, chocolates, gummy products, chewing gums, candies, sports nutrition products, infant and eternal formula, beauty supplements, OTC drugs, livestock products, and sugar, as well as transportation and distribution services. The company also provides drugs for infectious diseases and central nervous system disorders, as well as generic drugs; agricultural and livestock chemicals; human and veterinary vaccines, and blood plasma products; and veterinary drugs for livestock and fisheries comprising antimicrobial injection, oral administration, antipyretic, analgesic, anti-inflammatory, hemostatic, and breeding agents, disinfectants, insecticides, anthelmintics, metabolites, feed additives, and mixed feed; and companion animals, including anesthetics and painkillers, anti-parasitic and gastrointestinal drugs, anti-bacterial agents, antiplasmin agents, vitamin E preparations, and dietary supplements. Meiji Holdings Co., Ltd. was founded in 1916 and is headquartered in Tokyo, Japan.

How the Company Makes Money

Meiji Holdings Co. generates revenue through its diverse portfolio of products within the food and pharmaceutical markets. In the food sector, the company earns money by manufacturing and selling dairy products such as milk, yogurt, and cheese, alongside confectioneries like chocolates and candies. These consumer goods are distributed through retail and wholesale channels, both domestically and internationally. In the pharmaceutical segment, the company makes money by developing and marketing prescription drugs and vaccines, which are sold to hospitals, clinics, and pharmacies. Additionally, Meiji Holdings benefits from research and development partnerships and government contracts, particularly in the pharmaceutical division, which contribute to its earnings.

Meiji Holdings Co Financial Statement Overview

Summary

Overall, Meiji Holdings Co exhibits strong financial health with consistent revenue growth and solid equity standing. While profitability remains solid, increasing debt levels and a slight decline in some margins warrant attention. The company's cash flow generation remains stable, supporting its ongoing operations and investments.

Income Statement

The income statement indicates a strong performance with stable gross and net profit margins. The company achieved a Gross Profit Margin of 29.41% and a Net Profit Margin of 4.30% in TTM. However, there was a slight decline in EBIT and EBITDA margins from the previous year, suggesting potential cost pressures. Revenue growth has been consistent, with a 7.54% growth from the previous period, although it has slowed compared to earlier years.

Balance Sheet

The balance sheet shows a robust financial position with a healthy Equity Ratio of 61.02%, indicating a strong reliance on equity financing. The Return on Equity is satisfactory at 6.64% in TTM. However, the Debt-to-Equity Ratio increased to 0.12, reflecting a rise in total debt, which could pose a risk if not managed carefully.

Cash Flow

Cash flow analysis highlights a positive Free Cash Flow to Net Income Ratio of 0.27, indicating efficient cash generation relative to net income. However, Free Cash Flow has seen a decline from previous highs, and Operating Cash Flow to Net Income Ratio stands at 1.37, reflecting stable operational cash flow generation.

Breakdown	TTM	Mar 2024	Mar 2023	Mar 2022	Mar 2021	Mar 2020
Income Statement
Total Revenue	1.15T	1.11T	1.06T	1.01T	1.19T	1.25T
Gross Profit	337.42B	336.88B	306.80B	323.25B	449.63B	462.52B
EBITDA	136.39B	143.20B	129.03B	143.04B	154.49B	144.70B
Net Income	49.35B	50.67B	69.42B	87.50B	65.66B	67.32B
Balance Sheet
Total Assets	1.22T	1.21T	1.14T	1.12T	1.07T	998.64B
Cash, Cash Equivalents and Short-Term Investments	93.16B	106.86B	63.52B	67.41B	40.33B	37.45B
Total Debt	91.90B	49.93B	64.37B	81.27B	101.78B	106.76B
Total Liabilities	430.94B	417.50B	384.91B	404.44B	407.64B	401.07B
Stockholders Equity	742.90B	746.53B	711.91B	673.34B	621.43B	562.75B
Cash Flow
Free Cash Flow	13.16B	54.54B	12.84B	34.36B	55.78B	42.97B
Operating Cash Flow	67.38B	107.98B	85.01B	127.53B	123.68B	114.10B
Investing Cash Flow	-17.18B	-24.60B	-36.79B	-27.61B	-93.11B	-70.81B
Financing Cash Flow	-50.54B	-43.77B	-54.73B	-77.00B	-28.29B	-30.29B

Meiji Holdings Co Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 3186.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2269, the sentiment is Neutral. The current price of 3186 is above the 20-day moving average (MA) of 3181.65, below the 50-day MA of 3267.94, and below the 200-day MA of 3262.10, indicating a neutral trend. The MACD of -20.41 indicates Negative momentum. The RSI at 47.82 is Neutral, neither overbought nor oversold. The STOCH value of 68.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2269.

Meiji Holdings Co Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2269	67 Neutral	$867.90B	16.98	6.71%	3.13%	4.39%	2.40%
Sector *	53 Neutral	C$4.38B	3.83	-22.83%	4.39%	8.13%	2.00%
NFPDF		$6.27B	17.74	11.20%	2.17%	―	―
NI6		€2.98B	18.79	4.96%	2.62%	―	―
TSUKF		$6.72B	16.16	13.14%	0.01%	―	―
NI3		€2.79B	18.49	9.55%	2.19%	―	―
2002	60 Neutral	¥491.36B	14.76		3.46%	-0.79%	9.61%

Meiji Holdings Co Corporate Events

Meiji Holdings Increases Year-End Dividend to 50 Yen

Meiji Holdings announced a decision to distribute surplus dividends, setting the year-end dividend at 50.00 yen per share, reflecting an increase from the previous year’s 47.50 yen. This decision aligns with their income dividend policy and financial performance, indicating a positive outlook for stakeholders.

The most recent analyst rating on (JP:2269) stock is a Hold with a Yen3500.00 price target. To see the full list of analyst forecasts on Meiji Holdings Co stock, see the JP:2269 Stock Forecast page.

Meiji Holdings Reports Fiscal Year 2025 Financial Results with Strategic Changes

Meiji Holdings Co., Ltd. reported its consolidated financial results for the fiscal year ended March 31, 2025, showing a 4.4% increase in net sales to 1,154,074 million yen. Despite the modest growth in operating profit by 0.5%, the company experienced a 7.9% rise in ordinary profit, indicating improved operational efficiency. The company also announced changes in its scope of consolidation, including the addition of Taiwan Meiji Pharma Co., Ltd. and the removal of two other subsidiaries. These changes, along with the forecasted financial results for the next fiscal year, suggest a strategic realignment that could impact its market positioning and shareholder value.

Meiji Holdings Announces Leadership Transition

Meiji Holdings Co., Ltd. has announced a significant change in its management structure, with the appointment of new representative directors and directors for the company and its subsidiaries, effective June 27, 2025. This transition is part of a strategic move to adapt to evolving market conditions and enhance operational efficiency, potentially impacting the company’s positioning in the food and pharmaceutical sectors.