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S Foods Inc.
(2292)
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Rating:61Neutral
Price Target:
¥2,797.00
▲(1.49% Upside)
Action:Reiterated
Date:08/06/26
The score is anchored by attractive valuation (low P/E and solid dividend yield), but is held back by weak recent cash generation (negative free cash flow in 2024–2026) and a below-average technical setup with the stock trading under major moving averages.
Positive Factors
Steady Revenue Growth
Mid-single-digit, multi-year revenue growth indicates durable demand and expanding market penetration in the core food distribution business. A constructive top-line trend provides a base to invest in operations, absorb cost variation, and supports long-term capacity to fund strategic initiatives or margin recovery.
Negative Factors
Negative Free Cash Flow
Sustained negative free cash flow across 2024–2026 materially reduces financial flexibility. It constrains the company’s ability to deleverage, reinvest organically, or sustain distributions without raising external capital, making longer-term strategic options and shock-absorption more limited.
Read all positive and negative factors
Positive Factors
Negative Factors
Steady Revenue Growth
Mid-single-digit, multi-year revenue growth indicates durable demand and expanding market penetration in the core food distribution business. A constructive top-line trend provides a base to invest in operations, absorb cost variation, and supports long-term capacity to fund strategic initiatives or margin recovery.
Read all positive factors
S Foods Inc. (2292) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥86.91B
Dividend Yield3.78%
Average Volume (3M)57.94K
Price to Earnings (P/E)9.4
Beta (1Y)0.60
Revenue Growth7.42%
EPS Growth126.16%
CountryJP
Employees2,818
SectorConsumer Defensive
Sector Strength42
IndustryFood Distribution
Share Statistics
EPS (TTM)291.05
Shares Outstanding32,267,720
10 Day Avg. Volume70,410
30 Day Avg. Volume57,943
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)0.77
Price to Sales (P/S)0.21
P/FCF Ratio-75.12
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)220.06
Revenue Forecast (FY)¥509.00B
S Foods Inc. Business Overview & Revenue Model
Company Description
S Foods Inc., a meat company, engages in manufacture, wholesaling, retailing, and food servicing of meat-related food products in Japan. It offers products under the Kotechan brand; and seasonal and standard products. The company was formerly know...
S Foods Inc. Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
70
Positive
Cash Flow
38
Negative
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 482.07B | 472.31B | 444.55B | 425.01B | 399.21B | 358.82B |
| Gross Profit | 55.13B | 53.64B | 45.46B | 51.88B | 52.49B | 56.04B |
| EBITDA | 16.03B | 14.98B | 9.61B | 17.54B | 19.16B | 22.15B |
| Net Income | 9.22B | 9.24B | 2.67B | 9.07B | 10.57B | 11.94B |
Balance Sheet | ||||||
| Total Assets | 256.00B | 251.44B | 230.59B | 224.24B | 204.78B | 181.52B |
| Cash, Cash Equivalents and Short-Term Investments | 30.26B | 37.76B | 41.61B | 49.86B | 46.86B | 41.86B |
| Total Debt | 52.78B | 57.31B | 56.00B | 53.13B | 45.41B | 40.02B |
| Total Liabilities | 116.58B | 110.76B | 100.73B | 97.66B | 87.47B | 75.36B |
| Stockholders Equity | 130.81B | 132.09B | 121.77B | 118.78B | 110.09B | 99.26B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -1.35B | -4.21B | -3.80B | 2.34B | 3.16B |
| Operating Cash Flow | 0.00 | 8.75B | 7.38B | 8.95B | 13.71B | 7.61B |
| Investing Cash Flow | 0.00 | -8.14B | -15.02B | -14.46B | -13.17B | -7.45B |
| Financing Cash Flow | 0.00 | -4.24B | -2.03B | 7.33B | 3.14B | 470.00M |
S Foods Inc. Technical Analysis
Negative
2756.00
Price Trends
2683.50
Positive
2798.49
Negative
2779.90
Negative
Market Momentum
4.95
Positive
49.38
Neutral
23.21
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2292, the sentiment is Negative. The current price of 2756 is above the 20-day moving average (MA) of 2754.95, above the 50-day MA of 2683.50, and below the 200-day MA of 2779.90, indicating a neutral trend. The MACD of 4.95 indicates Positive momentum. The RSI at 49.38 is Neutral, neither overbought nor oversold. The STOCH value of 23.21 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2292.
S Foods Inc. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥61.55B | 8.72 | ― | 2.44% | 3.38% | 57.64% | |
73 Outperform | ¥68.45B | 20.16 | ― | 3.98% | 0.60% | -6.50% | |
65 Neutral | ¥63.09B | 24.54 | ― | 0.34% | 10.22% | 13.91% | |
64 Neutral | ¥115.16B | 10.87 | ― | 3.80% | 0.30% | -7.99% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | ¥86.91B | 9.45 | ― | 3.77% | 7.42% | 126.16% | |
56 Neutral | ¥198.88B | 8.93 | 9.39% | 1.82% | 2.53% | -4.69% |
* Consumer Defensive Sector Average
JP:2292
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S Foods Inc. Corporate Events
S Foods Marks 60th Anniversary With Wagyu Giveaway and Beef-Focused Shareholder Perks
Jul 14, 2026
S Foods Inc. has approved a special shareholder benefit to mark its 60th anniversary, offering approximately 500 grams of sliced Japanese wagyu chuck roll on a one-time basis to shareholders holding at least 500 shares as of the end of August 2026...
S Foods Posts Strong Q1 Revenue and Profit Gains, Raises Dividend Outlook
Jul 14, 2026
S Foods Inc. reported consolidated net sales of ¥123.6 billion for the three months ended May 31, 2026, an 8.6% year-on-year increase, with operating profit surging 55.1% and ordinary profit up 66.5%. Profit attributable to owners of the pare...
S Foods Completes Restricted Stock Treasury Share Disposal for Directors and Employees
Jun 19, 2026
S Foods Inc. has completed payment procedures for the disposal of 22,750 treasury shares as restricted stock granted to directors and employees. The transaction, approved by the board in May, involved a disposal value of 2,819 yen per share, for a...
S Foods Details Relationship and Transactions With Major Shareholder Marubeni
May 25, 2026
S Foods Inc. has disclosed that Marubeni Corporation owns 15.3% of its voting rights, positioning S Foods as an equity-method affiliate within Marubeni’s corporate group while remaining a listed entity on the Tokyo Stock Exchange Prime Marke...
S Foods to Grant Restricted Stock from Treasury Shares to Directors and Employees
May 22, 2026
S Foods Inc. will dispose of 22,750 treasury shares as restricted stock to five internal directors and 231 employees on June 19, 2026, at 2,819 yen per share, for a total value of 64.13 million yen. The allocation, split between 4,999 shares for d...
S Foods Corrects Tabulation Errors in FY2026 Consolidated Results
May 20, 2026
S Foods Inc. has issued a correction to its previously released consolidated financial results for the fiscal year ended February 28, 2026, after discovering tabulation errors in multiple sections of its financial disclosure. The company adjusted ...
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.