S Foods Inc. (2292) AI Stock Analysis

• Market Cap: ¥98.64B
• Dividend Yield: 3.59%
• Average Volume (3M): 57.94K
• Price to Earnings (P/E): 7.7
• Beta (1Y): 0.65
• Revenue Growth: 4.55%
• EPS Growth: 79.33%
• Country: JP
• Employees: 2,467
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Agricultural Farm Products
• EPS (TTM): 84.75
• Shares Outstanding: 32,267,720
• 10 Day Avg. Volume: 70,410
• 30 Day Avg. Volume: 57,943
• PEG Ratio: -0.40
• Price to Book (P/B): 0.62
• Price to Sales (P/S): 0.17
• P/FCF Ratio: -17.84
• 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: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): 202.06
• Revenue Forecast (FY): ¥552.00B

• Rating: 53 Neutral
• Price Target: ¥2,921.00 ▲(7.31% Upside)
• Action: Reiterated Date: 03/24/26
• Date: Action: Reiterated 03/24/26

The score is held back primarily by weakening fundamentals—sharp margin compression, a steep decline in net income/ROE, and negative free cash flow in 2024–2025—despite a reasonably levered balance sheet. Technicals are also soft with the stock trading below key short-term moving averages and negative MACD. These risks are partially offset by attractive valuation (low P/E) and a healthy dividend yield.

Positive Factors

Vertical Integration

Vertical integration gives S Foods control over sourcing, processing and distribution, strengthening product quality and lowering per‑unit costs. Over the medium term this reduces supplier risk, supports retailer partnerships, and helps the company manage input volatility and margin pressure more effectively.

Negative Factors

Margin Compression

Severe margin erosion to roughly 0.6% in 2025 indicates weakening pricing power or rising input and processing costs that revenue growth hasn't offset. Persistently compressed margins will impair earnings conversion, limit reinvestment capacity and undermine long‑term profitability even if revenues continue to grow.

S Foods Inc. Business Overview & Revenue Model

Company Description

S Foods Inc., a meat company, engages in manufacture, processing, wholesaling, retailing, and food servicing meat-related food products for consumers and professionals in Japan. It offers tontetchan for yakiniku and stir-fry with vegetable, uma-bu...

Read more

S Foods Inc., a meat company, engages in manufacture, processing, wholesaling, retailing, and food servicing meat-related food products for consumers and professionals in Japan. It offers tontetchan for yakiniku and stir-fry with vegetable, uma-bu...

S Foods Inc. Financial Statement Overview

Breakdown	TTM	Feb 2025	Feb 2024	Feb 2023	Feb 2022	Feb 2021
Income Statement
Total Revenue	448.79B	444.55B	425.01B	399.21B	358.82B	327.48B
Gross Profit	46.45B	45.46B	51.88B	52.49B	56.04B	50.58B
EBITDA	10.09B	9.61B	17.54B	19.16B	22.15B	17.81B
Net Income	4.07B	2.67B	9.07B	10.57B	11.94B	9.96B
Balance Sheet
Total Assets	246.78B	230.59B	224.24B	204.78B	181.52B	172.39B
Cash, Cash Equivalents and Short-Term Investments	33.59B	41.61B	49.86B	46.86B	41.86B	40.28B
Total Debt	56.31B	56.00B	53.13B	45.41B	40.02B	37.20B
Total Liabilities	116.41B	100.73B	97.66B	87.47B	75.36B	77.89B
Stockholders Equity	122.21B	121.77B	118.78B	110.09B	99.26B	87.97B
Cash Flow
Free Cash Flow	0.00	-4.21B	-3.80B	2.34B	3.16B	11.01B
Operating Cash Flow	0.00	7.38B	8.95B	13.71B	7.61B	16.51B
Investing Cash Flow	0.00	-15.02B	-14.46B	-13.17B	-7.45B	677.00M
Financing Cash Flow	0.00	-2.03B	7.33B	3.14B	470.00M	-7.33B

S Foods Inc. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 2722.00
• 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:2292, the sentiment is Positive. The current price of 2722 is below the 20-day moving average (MA) of 2993.10, below the 50-day MA of 3043.28, and above the 200-day MA of 2713.66, indicating a bullish trend. The MACD of 10.76 indicates Negative momentum. The RSI at 56.62 is Neutral, neither overbought nor oversold. The STOCH value of 77.56 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2292.

S Foods Inc. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
1379	78 Outperform	¥61.36B	4.62	―	2.44%	5.74%	76.28%
1333	76 Outperform	¥225.13B	9.63	7.56%	2.84%	2.63%	-7.81%
2003	71 Outperform	¥69.86B	13.32	―	3.98%	1.21%	-14.59%
2004	71 Outperform	¥105.75B	7.71	―	3.80%	-2.01%	-29.88%
2938	63 Neutral	¥65.12B	22.47	―	0.34%	4.70%	-2.58%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
2292	53 Neutral	¥98.64B	7.70	―	3.59%	4.55%	79.33%

S Foods Inc. Corporate Events