Meiji Holdings Co (2269) AI Stock Analysis

• Market Cap: $844.83B
• Dividend Yield: 3.25%
• Average Volume (3M): 891.91K
• Price to Earnings (P/E): 16.5
• Beta (1Y): 0.08
• Revenue Growth: 4.39%
• EPS Growth: 2.40%
• Country: JP
• Employees: 17,270
• Sector: Consumer Defensive
• Sector Strength: 54
• Industry: Packaged Foods
• EPS (TTM): 26.70
• Shares Outstanding: 282,200,000
• 10 Day Avg. Volume: 956,470
• 30 Day Avg. Volume: 891,906
• PEG Ratio: 4.97
• Price to Book (P/B): 1.11
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 43.24
• 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: $3,499.41
• Price Target Upside: 13.18% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 0

• Rating: 67 Neutral
• Price Target: ¥3,499.00 ▲(13.16%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 generates revenue through its two main business segments: food and pharmaceuticals. The food segment is the larger contributor, driven by sales of dairy products, confectioneries, and other food items, leveraging Meiji's strong brand presence and consumer loyalty in Japan and other markets. The company also capitalizes on innovation and product development to meet changing consumer preferences. The pharmaceutical segment earns revenue through the development, manufacturing, and sale of prescription drugs and over-the-counter health products. Meiji's earnings are supported by strategic partnerships, research and development initiatives, and a robust distribution network that ensures widespread availability of its products. Additionally, the company benefits from its investments in marketing and brand building to maintain and grow its market share.

Meiji Holdings Co Financial Statement Overview

Summary

Meiji Holdings Co shows solid revenue growth and strong operational margins. It maintains a strong equity position with low leverage, reflected in a high equity ratio. However, there is a significant decrease in free cash flow, indicating potential challenges in cash management.

Income Statement

Meiji Holdings Co has shown consistent revenue growth, with a 4.39% increase from 2024 to 2025. Gross profit margin in 2025 is solid at 29.39%, reflecting efficient cost management. However, net profit margin is somewhat lower at 4.40%, indicating higher expenses or interest costs impacting profitability. The EBIT margin is healthy at 7.34%, and the EBITDA margin is robust at 11.94%, showcasing operational efficiency.

Balance Sheet

The company maintains a strong equity position, with a debt-to-equity ratio of 0.06, indicating low leverage. The equity ratio is high at 63.18%, suggesting financial stability. Return on equity (ROE) is moderate at 6.79%, which may indicate room for improving profitability relative to equity.

Cash Flow

Operating cash flow to net income ratio is 1.36, indicating strong cash generation relative to reported earnings. However, there is a significant decrease in free cash flow from 2024 to 2025, leading to a negative free cash flow growth rate of -70.33%. The free cash flow to net income ratio stands at 0.32, suggesting a need for improved cash conservation strategies.

Breakdown	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	1.15T	1.11T	1.06T	1.01T	1.19T
Gross Profit	339.10B	336.88B	306.80B	323.25B	449.63B
EBITDA	137.84B	143.20B	129.03B	143.04B	154.49B
Net Income	50.80B	50.67B	69.42B	87.50B	65.66B
Balance Sheet
Total Assets	1.18T	1.21T	1.14T	1.12T	1.07T
Cash, Cash Equivalents and Short-Term Investments	78.19B	106.86B	63.52B	67.41B	40.33B
Total Debt	47.80B	49.93B	64.37B	81.27B	101.78B
Total Liabilities	392.69B	417.50B	384.91B	404.44B	407.64B
Stockholders Equity	748.29B	746.53B	711.91B	673.34B	621.43B
Cash Flow
Free Cash Flow	16.18B	54.54B	12.84B	34.36B	55.78B
Operating Cash Flow	68.98B	107.98B	85.01B	127.53B	123.68B
Investing Cash Flow	-40.64B	-24.60B	-36.79B	-27.61B	-93.11B
Financing Cash Flow	-61.67B	-43.77B	-54.73B	-77.00B	-28.29B

Meiji Holdings Co Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 3092.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• 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 Negative. The current price of 3092 is below the 20-day moving average (MA) of 3125.65, below the 50-day MA of 3170.62, and below the 200-day MA of 3230.85, indicating a bearish trend. The MACD of -34.71 indicates Positive momentum. The RSI at 40.12 is Neutral, neither overbought nor oversold. The STOCH value of 26.65 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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	$844.83B	16.46	6.71%	3.25%	4.39%	2.40%
Sector *	64 Neutral	€15.47B	13.26	-4.03%	5.92%	-2.10%	-102.45%
NFPDF	―	$5.81B	17.09	11.20%	0.11%	―	―
NI6	―	€2.80B	17.67	4.96%	2.89%	―	―
TSUKF	―	$6.87B	16.37	13.14%	0.03%	―	―
NI3	―	€2.65B	17.48	9.55%	3.62%	―	―
2002	70 Neutral	¥491.22B	14.66		3.18%	-0.79%	9.61%

Meiji Holdings Co Corporate Events

Meiji Holdings Initiates Treasury Stock Disposal for Employee Incentive Plan

Meiji Holdings Co., Ltd. has announced a disposal of treasury stock under a restricted stock incentive plan for employees in managerial positions. This move aims to motivate employees to contribute to the company’s medium- and long-term business plans and align their interests with shareholders. The plan involves granting 19,100 shares to 191 eligible employees, with transfer restrictions in place until 2027, ensuring sustained employee engagement and contribution to the company’s growth.

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 Announces Treasury Stock Disposal for Director Compensation

Meiji Holdings Co., Ltd. announced the disposal of its treasury stock as part of a restricted stock compensation plan aimed at incentivizing directors and executive officers to enhance corporate value and align their interests with shareholders. This strategic move involves the allocation of 197,022 shares to 55 eligible directors and officers, with transfer restrictions in place for three years, reflecting the company’s focus on sustainable growth and value creation.

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 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.