S Foods Inc. (JP:2292)
:2292
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S Foods Inc.
(2292)
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Rating:56Neutral
Price Target:
¥3,003.00
▲(10.32% Upside)
Action:ReiteratedDate:04/16/26
The score is held back mainly by weak cash generation (recent negative free cash flow) and soft near-term technicals (trading below key moving averages with subdued momentum). These are partly offset by reasonable financial stability (moderate leverage) and an attractive valuation supported by a low P/E and solid dividend yield.
Positive Factors
Vertical integration
Control of production through distribution sustainably reduces input-cost volatility and supports consistent quality. Vertical integration strengthens margins and supply reliability, enabling faster product innovation and tighter retailer relationships that persist across business cycles.
Negative Factors
Negative free cash flow
Sustained negative free cash flow erodes liquidity and limits the company’s ability to self-fund growth, dividends, and capital expenditure. Over months this constrains strategic flexibility and may force reliance on external financing, increasing cost of capital.
Read all positive and negative factors
Positive Factors
Negative Factors
Vertical integration
Control of production through distribution sustainably reduces input-cost volatility and supports consistent quality. Vertical integration strengthens margins and supply reliability, enabling faster product innovation and tighter retailer relationships that persist across business cycles.
Read all positive factors
S Foods Inc. (2292) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥89.72B
Dividend Yield3.59%
Average Volume (3M)57.94K
Price to Earnings (P/E)11.0
Beta (1Y)0.58
Revenue Growth6.25%
EPS Growth246.08%
CountryJP
Employees2,467
SectorConsumer Defensive
Sector Strength42
IndustryAgricultural Farm Products
Share Statistics
EPS (TTM)75.86
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)221.01
Revenue Forecast (FY)¥492.00B
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...
How the Company Makes Money
S Foods Inc. generates revenue through the sale of fresh and processed meat products to a broad customer base, including wholesalers, supermarkets, restaurants, and individual consumers. The company leverages its vertically integrated supply chain...
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 | 448.79B | 472.31B | 444.55B | 425.01B | 399.21B | 358.82B |
| Gross Profit | 46.45B | 53.64B | 45.46B | 51.88B | 52.49B | 56.04B |
| EBITDA | 10.09B | 14.98B | 9.61B | 17.54B | 19.16B | 22.15B |
| Net Income | 4.07B | 9.24B | 2.67B | 9.07B | 10.57B | 11.94B |
Balance Sheet | ||||||
| Total Assets | 246.78B | 251.44B | 230.59B | 224.24B | 204.78B | 181.52B |
| Cash, Cash Equivalents and Short-Term Investments | 33.59B | 37.76B | 41.61B | 49.86B | 46.86B | 41.86B |
| Total Debt | 56.31B | 57.31B | 56.00B | 53.13B | 45.41B | 40.02B |
| Total Liabilities | 116.41B | 110.76B | 100.73B | 97.66B | 87.47B | 75.36B |
| Stockholders Equity | 122.21B | 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
Neutral
2722.00
Price Trends
3044.52
Negative
2886.21
Positive
2734.47
Positive
Market Momentum
-12.42
Positive
40.23
Neutral
13.05
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2292, the sentiment is Neutral. The current price of 2722 is below the 20-day moving average (MA) of 3016.75, below the 50-day MA of 3044.52, and below the 200-day MA of 2734.47, indicating a neutral trend. The MACD of -12.42 indicates Positive momentum. The RSI at 40.23 is Neutral, neither overbought nor oversold. The STOCH value of 13.05 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral 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 |
|---|---|---|---|---|---|---|---|
78 Outperform | ¥57.83B | 4.62 | ― | 2.44% | 3.34% | 26.28% | |
76 Outperform | ¥200.40B | 9.63 | 7.56% | 2.84% | 1.56% | -19.10% | |
71 Outperform | ¥65.58B | 13.32 | ― | 3.98% | 1.61% | -11.38% | |
71 Outperform | ¥98.94B | 7.71 | ― | 3.80% | -0.95% | -17.30% | |
63 Neutral | ¥59.40B | 22.47 | ― | 0.34% | 7.72% | 5.42% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
56 Neutral | ¥89.72B | 10.97 | ― | 3.59% | 6.25% | 246.08% |
* Consumer Defensive Sector Average
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S Foods Inc. Corporate Events
S Foods Reshapes Board as Director Terms Expire
Apr 14, 2026
S Foods Inc. announced a slate of officer changes approved by its Board of Directors on April 14, 2026, to take effect following shareholder and board meetings on May 22, 2026. The reshuffle introduces Naoki Uebayashi as director overseeing the Ky...
S Foods Earnings Soar in FY2026 as Profits and Dividend Payouts Climb
Apr 14, 2026
S Foods Inc. reported consolidated net sales of ¥472.3 billion for the fiscal year ended February 28, 2026, up 6.2% year on year, with operating profit more than doubling to ¥10.5 billion and profit attributable to owners of parent jumpi...
S Foods Reshapes Sales and Management Structure to Strengthen Domestic Operations
Feb 16, 2026
S Foods Inc. announced a series of organizational and personnel changes effective March 1, 2026, aimed at strengthening its sales structure across Japan. The company will rename its Mass Sales Department to the Product Sales Department and appoint...
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.