Meiji Holdings Co (2269) AI Stock Analysis

• Market Cap: ¥831.92B
• Dividend Yield: 3.41%
• Average Volume (3M): 1.63M
• Price to Earnings (P/E): 17.5
• Beta (1Y): 0.01
• Revenue Growth: 2.45%
• EPS Growth: -9.06%
• Country: JP
• Employees: 17,270
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Packaged Foods
• EPS (TTM): 37.27
• Shares Outstanding: 282,200,000
• 10 Day Avg. Volume: 1,803,790
• 30 Day Avg. Volume: 1,630,913
• PEG Ratio: 7.15
• Price to Book (P/B): 1.19
• Price to Sales (P/S): 0.77
• P/FCF Ratio: 54.83
• 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: ¥3,299.66
• Price Target Upside: 8.79% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 1
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 64 Neutral
• Price Target: ¥3,208.00 ▲(5.77% Upside)

Meiji Holdings Co's overall stock score is driven by its financial stability and attractive valuation. However, the bearish technical indicators and declining revenue growth are concerns. The company's strong equity position and dividend yield provide some support against market fluctuations.

Meiji Holdings Co Business Overview & Revenue Model

Company Description

Meiji Holdings Co., Ltd. is a prominent Japanese company engaged in the food and pharmaceuticals sectors. Established in 1917, the company operates through two main divisions: the Food Division, which produces dairy products, confectionery, and processed foods, and the Pharmaceuticals Division, which focuses on prescription drugs, vaccines, and over-the-counter medications. Meiji is recognized for its commitment to quality and innovation, aiming to enhance the health and well-being of consumers through its diverse range of products.

How the Company Makes Money

Meiji Holdings generates revenue primarily through the sale of its food and pharmaceutical products. The Food Division is a key revenue driver, offering various dairy products such as milk, yogurt, and cheese, alongside confectionery items like chocolate and snacks. The Pharmaceuticals Division contributes significantly to earnings through the development and sale of prescription medications and vaccines. Additionally, Meiji engages in strategic partnerships with healthcare providers and distributors, enhancing its market reach and sales capabilities. The company also invests in research and development to innovate and expand its product offerings, thereby attracting a broader customer base and increasing its revenue potential.

Meiji Holdings Co Financial Statement Overview

Summary

Meiji Holdings Co demonstrates financial stability with strong equity and improving cash flow metrics. However, the decline in revenue growth is a concern. The company maintains stable profitability margins, which is a positive sign for operational efficiency. The low debt levels and strong equity position reduce financial risk.

Income Statement

Meiji Holdings Co shows a mixed performance in its income statement. The TTM data indicates a decline in revenue growth rate, which is concerning. However, the company maintains a stable gross profit margin of around 29.3% and a net profit margin of approximately 4.1%. The EBIT and EBITDA margins are also stable, indicating operational efficiency. Despite the revenue decline, the company has managed to keep its profitability metrics relatively stable.

Balance Sheet

The balance sheet of Meiji Holdings Co reflects a strong equity position with a low debt-to-equity ratio of 0.12 in the TTM period, indicating low financial leverage. The return on equity is modest at 6.3%, suggesting moderate profitability from shareholders' investments. The equity ratio is healthy, showing that a significant portion of the company's assets is financed by equity, which reduces financial risk.

Cash Flow

The cash flow statement reveals a significant improvement in free cash flow growth, which increased by 61.7% in the TTM period. The operating cash flow to net income ratio is 0.24, indicating that the company generates sufficient cash from operations relative to its net income. However, the free cash flow to net income ratio is lower at 0.37, suggesting that while cash flow is improving, there is room for better conversion of net income into free cash flow.

Breakdown	TTM	Dec 2025	Dec 2024	Dec 2023	Dec 2022	Dec 2021
Income Statement
Total Revenue	1.15T	1.15T	1.11T	1.06T	1.01T	1.19T
Gross Profit	337.10B	339.10B	336.88B	306.80B	323.25B	449.63B
EBITDA	134.42B	137.84B	143.20B	149.46B	179.07B	152.23B
Net Income	46.95B	50.80B	50.67B	69.42B	87.50B	65.66B
Balance Sheet
Total Assets	1.20T	1.18T	1.21T	1.14T	1.12T	1.07T
Cash, Cash Equivalents and Short-Term Investments	86.21B	78.19B	106.86B	63.52B	67.41B	40.33B
Total Debt	89.77B	47.80B	49.93B	64.37B	81.27B	101.78B
Total Liabilities	416.07B	392.69B	417.50B	384.91B	404.44B	407.64B
Stockholders Equity	742.02B	748.29B	746.53B	711.91B	673.34B	621.43B
Cash Flow
Free Cash Flow	31.17B	16.18B	54.54B	12.84B	34.36B	55.78B
Operating Cash Flow	83.27B	68.98B	107.98B	85.01B	127.53B	123.68B
Investing Cash Flow	-64.82B	-40.64B	-24.60B	-36.79B	-27.61B	-93.11B
Financing Cash Flow	-28.05B	-61.67B	-43.77B	-54.73B	-77.00B	-28.29B

Meiji Holdings Co Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3033.00
• 50DMA: Positive
• 100DMA: Positive
• 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 Positive. The current price of 3033 is above the 20-day moving average (MA) of 3005.22, below the 50-day MA of 3047.52, and below the 200-day MA of 3105.49, indicating a neutral trend. The MACD of -4.42 indicates Negative momentum. The RSI at 59.86 is Neutral, neither overbought nor oversold. The STOCH value of 76.19 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2269.

Meiji Holdings Co Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2875	76 Outperform	$1.04T	15.72	13.26%	1.95%	3.64%	5.31%
2282	72 Outperform	¥633.35B	20.02	6.04%	2.10%	5.55%	27.03%
2871	72 Outperform	¥466.68B	19.48	9.74%	2.38%	2.10%	-7.06%
2002	70 Outperform	¥503.28B	21.08	―	3.39%	-0.88%	-25.64%
2897	68 Neutral	$817.87B	16.30	10.68%	2.53%	2.27%	-7.76%
2269	64 Neutral	¥831.92B	17.50	6.40%	3.41%	2.45%	-9.06%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%

Meiji Holdings Co Corporate Events

Meiji Holdings Completes Treasury Stock Disposal for Incentive Plan

Meiji Holdings Co., Ltd. has completed the payment for the disposal of its treasury stock under a restricted stock incentive plan for managerial employees. This disposal, initially resolved in July 2025, saw a slight change in the number of shares due to the forfeiture of rights by one employee. The company assures that there will be no impact on its financial forecast for the fiscal year ending March 31, 2026.

The most recent analyst rating on (JP:2269) stock is a Buy with a Yen3411.00 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 Decline in Q1 Profits

Meiji Holdings Co., Ltd. is a leading Japanese company operating in the food and pharmaceutical sectors, known for its diverse range of products including dairy, chocolate, nutrition, and pharmaceuticals. In its latest earnings report for the first quarter of the fiscal year ending March 31, 2026, Meiji Holdings reported a decline in net sales and profits compared to the previous year. Net sales decreased by 1.8% to JPY 273.569 billion, while operating profit and ordinary profit fell by 13.4% and 13.3% respectively. Profit attributable to owners of the parent dropped significantly by 27.6% to JPY 10.095 billion.

Meiji Holdings Reports First Quarter Decline but Projects Full-Year Growth

Meiji Holdings Co., Ltd. reported a decline in its financial performance for the first quarter of the fiscal year ending March 31, 2026, with net sales decreasing by 1.8% and a significant drop in profit attributable to owners of the parent by 27.6% compared to the previous year. Despite the current downturn, the company forecasts a 3.5% increase in net sales for the full fiscal year, indicating a potential recovery and growth, which may impact its market positioning and stakeholder confidence.

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 Completes Treasury Stock Disposal for Director Compensation

Meiji Holdings Co., Ltd. has completed the payment for the disposal of treasury stock intended as Restricted Stock Compensation for its directors and executive officers. This move involves the disposal of 197,022 common shares at a value of JPY 3,186 per share, totaling JPY 627,712,092, and is part of the company’s strategy to incentivize its leadership team, potentially impacting its governance and operational alignment.

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.