Takizawa Ham Co., Ltd. (JP:2293)
:2293
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Takizawa Ham Co., Ltd.
(2293)
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Rating:43Neutral
Price Target:
¥2,572.00
▼(-7.75% Downside)
Action:Reiterated
Date:05/15/26
The score is held down primarily by weak financial performance (recent operating losses and elevated leverage) and bearish technicals (price below key moving averages with negative MACD). A 2026 improvement in operating/free cash flow is the main positive, but valuation support is limited due to negative earnings and a low dividend yield.
Positive Factors
Cash Generation
A material rebound in operating cash flow and a return to positive free cash flow in 2026 provides durable liquidity to fund operations, capex, and working capital. Over a 2–6 month horizon this reduces refinancing pressure and supports operational stability despite volatile earnings.
Negative Factors
Soft Revenue Trend
Persistent top-line weakness and a 4.4% revenue decline in 2026 indicate limited pricing power or falling demand. Continued revenue contraction undermines scale economics, pressures gross margins, and constrains the company’s ability to restore profits and absorb fixed costs over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Cash Generation
A material rebound in operating cash flow and a return to positive free cash flow in 2026 provides durable liquidity to fund operations, capex, and working capital. Over a 2–6 month horizon this reduces refinancing pressure and supports operational stability despite volatile earnings.
Read all positive factors
Takizawa Ham Co., Ltd. (2293) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥5.49B
Dividend YieldN/A
Average Volume (3M)1.03K
Price to Earnings (P/E)―
Beta (1Y)0.21
Revenue Growth-5.42%
EPS Growth53.47%
CountryJP
Employees321
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)N/A
Shares Outstanding2,102,000
10 Day Avg. Volume1,860
30 Day Avg. Volume1,026
Financial Highlights & Ratios
PEG Ratio0.46
Price to Book (P/B)1.68
Price to Sales (P/S)0.21
P/FCF Ratio15.42
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)N/A
Revenue Forecast (FY)N/A
Takizawa Ham Co., Ltd. Business Overview & Revenue Model
Company Description
Takizawa Ham Co., Ltd. manufactures and sells processed meat products in Japan. The company offers roast beef, hamburger, meat side dishes, and ham and sausages. It is involved in the fattening and processing of beef and pork, as well as develops ...
How the Company Makes Money
Takizawa Ham generates revenue mainly through the manufacture and sale of processed meat products. Its core revenue stream comes from selling branded and/or private-label items—such as ham, sausages, and bacon—distributed through supermarkets, oth...
Takizawa Ham Co., Ltd. Financial Statement Overview
Summary
Income Statement
34
Negative
Balance Sheet
45
Neutral
Cash Flow
56
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 27.79B | 26.57B | 28.09B | 28.21B | 29.46B | 29.48B |
| Gross Profit | 3.59B | 3.53B | 3.74B | 4.33B | 3.99B | 4.31B |
| EBITDA | 49.64M | 167.68M | 152.39M | 791.47M | 514.49M | 873.81M |
| Net Income | -601.97M | -230.41M | -495.22M | 123.81M | -191.04M | 174.79M |
Balance Sheet | ||||||
| Total Assets | 12.87B | 12.07B | 12.47B | 13.67B | 12.80B | 13.56B |
| Cash, Cash Equivalents and Short-Term Investments | 1.82B | 1.97B | 1.41B | 1.99B | 1.93B | 2.36B |
| Total Debt | 5.34B | 4.90B | 4.96B | 4.92B | 5.18B | 5.64B |
| Total Liabilities | 9.37B | 8.73B | 8.99B | 9.66B | 9.15B | 9.72B |
| Stockholders Equity | 3.50B | 3.34B | 3.48B | 4.01B | 3.66B | 3.84B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 363.79M | -267.69M | 669.80M | 199.70M | 747.80M |
| Operating Cash Flow | 0.00 | 475.08M | 3.15M | 796.74M | 281.88M | 962.66M |
| Investing Cash Flow | 0.00 | 295.30M | -496.94M | -254.96M | 12.18M | -138.03M |
| Financing Cash Flow | 0.00 | -211.40M | -190.49M | -477.89M | -729.86M | -421.78M |
Takizawa Ham Co., Ltd. Technical Analysis
Negative
2788.00
Price Trends
2808.24
Negative
2844.00
Negative
2728.72
Negative
Market Momentum
-33.04
Negative
40.68
Neutral
48.20
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2293, the sentiment is Negative. The current price of 2788 is above the 20-day moving average (MA) of 2694.90, below the 50-day MA of 2808.24, and above the 200-day MA of 2728.72, indicating a bearish trend. The MACD of -33.04 indicates Negative momentum. The RSI at 40.68 is Neutral, neither overbought nor oversold. The STOCH value of 48.20 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2293.
Takizawa Ham Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | ¥56.31B | 5.70 | 6.48% | 2.27% | 1.46% | 80.77% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
57 Neutral | ¥259.76B | 19.19 | ― | 2.61% | 8.35% | 54.38% | |
56 Neutral | ¥590.72B | 19.47 | 6.04% | 2.04% | 6.34% | 38.64% | |
48 Neutral | ¥14.10B | 51.12 | ― | 1.61% | 2.00% | -44.01% | |
45 Neutral | ¥1.85B | 6.37 | ― | ― | -3.51% | ― | |
43 Neutral | ¥5.49B | -24.34 | ― | ― | -5.42% | 53.47% |
* Consumer Defensive Sector Average
JP:2293
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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.