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NH Foods
(2282)
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Rating:56Neutral
Price Target:
¥6,036.00
▲(5.10% Upside)
Action:Reiterated
Date:08/06/26
The score is held up by improving profitability and a stable balance sheet, but is meaningfully constrained by volatile/weaker recent free cash flow and bearish technical signals (price below major moving averages with negative MACD). Valuation is supportive but not strong enough to offset the technical and cash-flow headwinds.
Positive Factors
Balance Sheet Health
Moderate leverage and steady equity give NH Foods room to fund operations and investments without excessive financial stress. A stable balance sheet supports resilience through commodity cycles, preserves access to credit, and allows capital allocation for restructuring or growth over the next 2–6 months.
Negative Factors
Volatile Free Cash Flow
Large swings in free cash flow and a recent sharp TTM decline signal working-capital or capex stress. Weak cash conversion relative to net income can constrain capital allocation, increase funding needs, and limit strategic flexibility over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance Sheet Health
Moderate leverage and steady equity give NH Foods room to fund operations and investments without excessive financial stress. A stable balance sheet supports resilience through commodity cycles, preserves access to credit, and allows capital allocation for restructuring or growth over the next 2–6 months.
Read all positive factors
NH Foods (2282) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥584.64B
Dividend Yield2.56%
Average Volume (3M)418.49K
Price to Earnings (P/E)17.3
Beta (1Y)0.14
Revenue Growth6.34%
EPS Growth37.80%
CountryJP
Employees15,790
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)360.19
Shares Outstanding94,245,000
10 Day Avg. Volume401,560
30 Day Avg. Volume418,490
Financial Highlights & Ratios
PEG Ratio0.52
Price to Book (P/B)1.27
Price to Sales (P/S)0.47
P/FCF Ratio14.26
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥6,880.00Price Target Upside19.80% Upside
Rating ConsensusHold
Number of Analyst Covering5
EPS Forecast (FY)419.07
Revenue Forecast (FY)¥1.49T
NH Foods Business Overview & Revenue Model
Company Description
NH Foods Ltd. engages in manufacturing and selling ham, sausage, processed food, meat, and dairy product in Japan and internationally. It operates through Processed Foods Business Division and the Fresh Meat Business Division. The Processed Foods ...
How the Company Makes Money
NH Foods makes money mainly by selling fresh meats and processed food products through domestic and international channels. A core revenue stream comes from meat-related operations, where the company earns sales by processing and distributing pork...
NH Foods Financial Statement Overview
Summary
Income Statement
68
Positive
Balance Sheet
70
Positive
Cash Flow
52
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.49T | 1.46T | 1.37T | 1.30T | 1.26T | 1.15T |
| Gross Profit | 250.64B | 250.58B | 204.71B | 188.25B | 161.58B | 184.68B |
| EBITDA | 101.47B | 103.92B | 80.83B | 82.30B | 62.33B | 89.33B |
| Net Income | 34.42B | 35.07B | 26.59B | 28.08B | 19.37B | 36.01B |
Balance Sheet | ||||||
| Total Assets | 1.02T | 997.48B | 949.27B | 958.24B | 937.15B | 909.21B |
| Cash, Cash Equivalents and Short-Term Investments | 58.32B | 68.68B | 71.56B | 65.47B | 64.99B | 85.37B |
| Total Debt | 252.98B | 228.55B | 223.90B | 214.85B | 242.06B | 211.41B |
| Total Liabilities | 469.61B | 445.79B | 412.20B | 419.04B | 434.37B | 419.66B |
| Stockholders Equity | 533.92B | 536.94B | 524.29B | 527.50B | 492.91B | 479.07B |
Cash Flow | ||||||
| Free Cash Flow | 26.71B | 47.87B | 41.47B | 38.11B | -70.93B | -11.09B |
| Operating Cash Flow | 62.52B | 82.34B | 77.44B | 86.59B | 11.33B | 33.39B |
| Investing Cash Flow | -36.51B | -34.04B | -42.72B | -39.22B | -63.68B | -23.03B |
| Financing Cash Flow | -42.31B | -56.00B | -29.85B | -53.19B | 28.42B | -11.97B |
NH Foods Technical Analysis
Negative
5743.00
Price Trends
6104.44
Negative
6382.48
Negative
6436.78
Negative
Market Momentum
-2.06
Positive
39.14
Neutral
16.48
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2282, the sentiment is Negative. The current price of 5743 is below the 20-day moving average (MA) of 6240.35, below the 50-day MA of 6104.44, and below the 200-day MA of 6436.78, indicating a bearish trend. The MACD of -2.06 indicates Positive momentum. The RSI at 39.14 is Neutral, neither overbought nor oversold. The STOCH value of 16.48 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2282.
NH Foods Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ¥1.06T | 13.85 | 13.98% | 2.06% | 7.85% | 23.20% | |
69 Neutral | ¥851.05B | 18.33 | 9.25% | 2.42% | 1.49% | -14.60% | |
65 Neutral | ¥383.74B | 13.98 | 9.75% | 2.56% | 5.09% | 10.48% | |
63 Neutral | ¥558.68B | 20.20 | 10.08% | 2.58% | 2.00% | 12.21% | |
63 Neutral | ¥260.03B | 13.76 | ― | 2.61% | 8.35% | 54.38% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
56 Neutral | ¥584.64B | 17.31 | 6.59% | 2.04% | 6.34% | 37.80% |
* Consumer Defensive Sector Average
JP:2282
NH Foods
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NH Foods Corporate Events
NH Foods Advances Share Buyback Under ¥40 Billion Authorization
Aug 3, 2026
NH Foods has continued its share buyback program, acquiring 1,193,600 of its own common shares on the Tokyo Stock Exchange between July 1 and July 31, 2026, for a total of about ¥7.46 billion. This activity forms part of a broader board-appro...
NH Foods lifts quarterly sales, holds outlook and plans higher dividend
Aug 3, 2026
NH Foods reported consolidated net sales of ¥384.9 billion for the three months ended June 30, 2026, up 8.7% year on year, with business profit rising 19.5% to ¥19.4 billion and profit before tax nearly flat. Profit attributable to owner...
NH Foods Reshapes Executive Roles Around Strategy and VBM Promotion
Jul 17, 2026
NH Foods announced changes to its leadership structure following a July 17, 2026 board meeting, effective from August 1, 2026. Director and Executive Officer Teruyuki Asayama will expand his remit to include oversight of the VBM Promotion Office i...
NH Foods Reports Initial Progress on ¥40 Billion Share Buyback Program
Jul 1, 2026
NH Foods has disclosed the latest progress of its share buyback program, authorized under Japan’s Companies Act and approved by its board in May 2026. The company purchased 202,100 of its own common shares on the Tokyo Stock Exchange between...
NH Foods Launches Up To ¥40 Billion Share Buyback Ahead of Stock Split
May 8, 2026
NH Foods has approved a new share buyback program, authorizing the repurchase of up to 7 million shares, or 7.4% of its outstanding stock, for a maximum of ¥40 billion via market purchases on the Tokyo Stock Exchange between May 8, 2026 and M...
NH Foods Announces 3-for-1 Stock Split and Overhaul of Shareholder Benefit Plan
May 8, 2026
NH Foods will implement a three-for-one stock split of its common shares effective October 1, 2026, tripling issued shares to about 282.7 million and lifting authorized shares to 855 million to reduce the price per trading unit. The move is design...
NH Foods Delivers Strong FY2026 Profit Growth and Lifts Dividend Payout
May 8, 2026
NH Foods reported solid earnings growth for the fiscal year ended March 31, 2026, with net sales rising 6.3% to ¥1.46 trillion and business profit jumping 60.7% to ¥68.3 billion, driven by improved margins and stronger operational perfor...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.