NH Foods (2282) AI Stock Analysis

• Market Cap: ¥692.97B
• Dividend Yield: 2.04%
• Average Volume (3M): 418.49K
• Price to Earnings (P/E): 15.2
• Beta (1Y): 0.20
• Revenue Growth: 5.55%
• EPS Growth: 27.03%
• Country: JP
• Employees: 15,429
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Packaged Foods
• EPS (TTM): 107.94
• Shares Outstanding: 99,095,000
• 10 Day Avg. Volume: 401,560
• 30 Day Avg. Volume: 418,490
• PEG Ratio: -4.90
• Price to Book (P/B): 0.97
• Price to Sales (P/S): 0.37
• P/FCF Ratio: 12.21
• 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: ¥6,900.00
• Price Target Upside: 20.15% Upside
• Rating Consensus: Moderate Sell
• Number of Analyst Covering: 1
• EPS Forecast (FY): 435.11
• Revenue Forecast (FY): ¥1.45T

• Rating: 63 Neutral
• Price Target: ¥7,893.00 ▲(37.44% Upside)
• Action: Downgraded Date: 02/04/26
• Date: Action: Downgraded 02/04/26

The score is driven primarily by stable financials with improving operating performance and manageable leverage, offset by persistently thin net margins and uneven free-cash-flow conversion. Technicals are supportive but not strongly overbought or oversold, while valuation (P/E ~22.6) appears only fair given the modest profitability and a moderate dividend yield (~1.95%).

Positive Factors

Vertical Integration

NH Foods' control of procurement through distribution creates durable supply security and margin capture across the value chain. Vertical integration reduces reliance on third parties, enables better cost management and quality control, and supports consistent product availability over cycles.

Negative Factors

Thin Net Margin

A structurally thin net margin leaves limited buffer against input-cost inflation (livestock, feed, energy) and compresses retained earnings. Over time, low net profitability restricts the company's ability to self-fund growth, absorb shocks, or materially expand shareholder returns without margin improvement.

NH Foods Business Overview & Revenue Model

Company Description

NH Foods Ltd. engages in the meat processing and packing business in Japan and internationally. The company's Processed Foods Business division offers hams and sausages primarily under the SCHAU ESSEN and Utsukushi-no-Kuni brands; and deli and pro...

Read more

NH Foods Ltd. engages in the meat processing and packing business in Japan and internationally. The company's Processed Foods Business division offers hams and sausages primarily under the SCHAU ESSEN and Utsukushi-no-Kuni brands; and deli and pro...

How the Company Makes Money

NH Foods makes money mainly by selling meat and processed food products through multiple channels and geographies. Key revenue streams typically include: (1) Fresh meat: Revenue from supplying pork, beef, chicken, and other meats to supermarkets, ...

Read more

NH Foods makes money mainly by selling meat and processed food products through multiple channels and geographies. Key revenue streams typically include: (1) Fresh meat: Revenue from supplying pork, beef, chicken, and other meats to supermarkets, ...

NH Foods Financial Statement Overview

Breakdown	TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	1.42T	1.37T	1.30T	1.26T	1.15T	1.11T
Gross Profit	241.41B	204.71B	188.25B	161.58B	184.68B	184.75B
EBITDA	95.00B	77.66B	71.28B	49.38B	78.83B	82.73B
Net Income	31.01B	26.59B	28.08B	19.37B	36.01B	32.62B
Balance Sheet
Total Assets	1.01T	949.27B	958.24B	937.15B	909.21B	825.40B
Cash, Cash Equivalents and Short-Term Investments	63.11B	71.56B	65.47B	64.99B	85.37B	83.83B
Total Debt	237.03B	223.90B	214.85B	242.06B	211.41B	193.75B
Total Liabilities	451.19B	412.20B	419.04B	434.37B	419.66B	381.10B
Stockholders Equity	539.28B	524.29B	527.50B	492.91B	479.07B	433.60B
Cash Flow
Free Cash Flow	58.60B	41.47B	38.11B	-70.93B	-11.09B	23.12B
Operating Cash Flow	90.49B	77.44B	86.59B	11.33B	33.39B	82.52B
Investing Cash Flow	-41.57B	-42.72B	-39.22B	-63.68B	-23.03B	-59.31B
Financing Cash Flow	-71.91B	-29.85B	-53.19B	28.42B	-11.97B	-13.45B

NH Foods Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 5743.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2282, the sentiment is Positive. The current price of 5743 is below the 20-day moving average (MA) of 6947.28, below the 50-day MA of 6835.78, and below the 200-day MA of 6058.67, indicating a bullish trend. The MACD of 137.13 indicates Negative momentum. The RSI at 52.75 is Neutral, neither overbought nor oversold. The STOCH value of 50.99 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2282.

NH Foods Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2875	76 Outperform	¥1.12T	13.07	13.07%	1.82%	3.64%	5.31%
1332	73 Outperform	¥417.06B	10.77	10.18%	2.56%	3.87%	29.64%
2871	72 Outperform	¥491.90B	15.17	9.86%	2.58%	1.08%	2.71%
2897	66 Neutral	¥896.03B	12.71	9.77%	2.41%	1.46%	-2.17%
2296	64 Neutral	¥299.52B	12.27	―	2.61%	6.54%	15.08%
2282	63 Neutral	¥692.97B	15.19	6.04%	2.04%	5.55%	27.03%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%

NH Foods Corporate Events