Kakiyasu Honten Co., Ltd. (JP:2294)
:2294
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Kakiyasu Honten Co., Ltd.
(2294)
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Rating:65Neutral
Price Target:
¥3,236.00
▲(21.79% Upside)
Action:ReiteratedDate:12/30/25
The score is primarily supported by a very strong, low-risk balance sheet, but is constrained by weakening profitability and inconsistent cash conversion. Technical indicators are mildly positive but not strong enough to offset the longer-term trend headwind, while valuation looks expensive on P/E despite a solid dividend yield.
Positive Factors
Ultra‑conservative balance sheet
Near‑zero debt and a sizable equity cushion materially reduce solvency and interest‑rate risk, giving the company durable financial flexibility to withstand demand shocks, fund modest reinvestment or dividends, and prioritize operational stability over short‑term leverage.
Negative Factors
Declining net profitability
A multi‑year erosion of net margin to 1.9% signals weakening operating efficiency and reduced ability to convert sales into shareholder returns. Persistent margin compression undermines ROE and raises questions about cost control, pricing power, and long‑term earnings durability without structural fixes.
Read all positive and negative factors
Positive Factors
Negative Factors
Ultra‑conservative balance sheet
Near‑zero debt and a sizable equity cushion materially reduce solvency and interest‑rate risk, giving the company durable financial flexibility to withstand demand shocks, fund modest reinvestment or dividends, and prioritize operational stability over short‑term leverage.
Read all positive factors
Kakiyasu Honten Co., Ltd. (2294) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥27.55B
Dividend Yield3.23%
Average Volume (3M)14.89K
Price to Earnings (P/E)10.3
Beta (1Y)0.36
Revenue Growth0.38%
EPS Growth-41.74%
CountryJP
Employees838
SectorConsumer Defensive
Sector Strength42
IndustryFood Distribution
Share Statistics
EPS (TTM)73.61
Shares Outstanding12,446,700
10 Day Avg. Volume13,440
30 Day Avg. Volume14,886
Financial Highlights & Ratios
PEG Ratio-0.82
Price to Book (P/B)1.77
Price to Sales (P/S)0.74
P/FCF Ratio35.45
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
Kakiyasu Honten Co., Ltd. Business Overview & Revenue Model
Company Description
Kakiyasu Honten Co., Ltd., a food company, produces and sells prepared food products in Japan. The company offers dressed meat, such as beef, pork, and chicken; Japanese confectioneries; and processed food products. It also operates buffet style r...
How the Company Makes Money
The company makes money mainly by selling food products directly to consumers through its retail operations. Key revenue streams include (1) sales of prepared foods (e.g., deli/ready-to-eat items) sold at company-operated counters or stores, where...
Kakiyasu Honten Co., Ltd. Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
88
Very Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Apr 2025 | Apr 2024 | Feb 2023 | Feb 2022 | Feb 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 36.14B | 36.10B | 37.05B | 37.64B | 38.00B | 37.29B |
| Gross Profit | 19.52B | 19.58B | 20.00B | 20.12B | 19.75B | 18.04B |
| EBITDA | 2.12B | 2.13B | 2.74B | 3.49B | 3.29B | 1.93B |
| Net Income | 705.00M | 701.00M | 1.40B | 1.89B | 1.70B | 263.00M |
Balance Sheet | ||||||
| Total Assets | 18.25B | 19.38B | 21.88B | 21.86B | 20.13B | 18.92B |
| Cash, Cash Equivalents and Short-Term Investments | 6.93B | 8.00B | 10.71B | 11.35B | 10.55B | 8.02B |
| Total Debt | 94.00M | 52.00M | 46.00M | 7.00M | 13.00M | 19.00M |
| Total Liabilities | 3.87B | 4.34B | 4.22B | 4.85B | 4.29B | 4.12B |
| Stockholders Equity | 14.38B | 15.04B | 17.66B | 17.01B | 15.83B | 14.80B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 751.00M | 383.00M | 1.91B | 3.53B | 926.00M |
| Operating Cash Flow | 0.00 | 1.75B | 1.41B | 2.55B | 3.74B | 1.15B |
| Investing Cash Flow | 0.00 | -2.95B | -1.15B | -699.00M | -418.00M | -433.00M |
| Financing Cash Flow | 0.00 | -905.00M | -895.00M | -1.05B | -789.00M | -789.00M |
Kakiyasu Honten Co., Ltd. Technical Analysis
Positive
2657.00
Price Trends
2889.62
Positive
2784.51
Positive
2731.89
Positive
Market Momentum
56.95
Negative
74.07
Negative
87.78
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2294, the sentiment is Positive. The current price of 2657 is below the 20-day moving average (MA) of 2934.50, below the 50-day MA of 2889.62, and below the 200-day MA of 2731.89, indicating a bullish trend. The MACD of 56.95 indicates Negative momentum. The RSI at 74.07 is Negative, neither overbought nor oversold. The STOCH value of 87.78 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2294.
Kakiyasu Honten Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥164.17B | -70.02 | ― | 1.39% | 2.98% | 0.84% | |
68 Neutral | ¥15.12B | 2.44 | ― | 3.17% | 5.54% | 1.69% | |
65 Neutral | ¥27.55B | 10.33 | ― | 3.23% | 0.38% | -41.74% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
62 Neutral | ¥125.63B | 14.71 | ― | 3.02% | 3.24% | -7.55% | |
61 Neutral | ¥49.66B | 3.77 | ― | 0.52% | 1.84% | -0.45% | |
60 Neutral | ¥12.11B | 7.69 | ― | 4.65% | 4.73% | -36.96% |
* Consumer Defensive Sector Average
JP:2294
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Kakiyasu Honten Co., Ltd. Corporate Events
Kakiyasu Honten Posts Stable March Sales With Modest Full-Year Growth
Apr 10, 2026
Kakiyasu Honten Co., Ltd. announced preliminary net sales figures for March of the fiscal year ended April 30, 2026, showing that total company sales for the month were broadly flat year on year, while cumulative sales for the fiscal year to date ...
Kakiyasu Honten Posts Stable February Sales With Modest Year-to-Date Growth
Mar 12, 2026
Kakiyasu Honten reported preliminary net sales figures for February 2026, showing that companywide sales were essentially flat year on year for the month, while cumulative sales for the fiscal year to date rose a little over 1%. Existing stores ac...
Kakiyasu Honten Posts Modest Sales Growth but Lower Profit, Keeps Outlook and Dividend Intact
Mar 12, 2026
Kakiyasu Honten reported consolidated net sales of ¥27,938 million for the nine months ended January 31, 2026, a modest 0.7% year-on-year increase, while operating profit fell 6.2% to ¥1,343 million and profit attributable to owners of p...
Kakiyasu Honten Posts Modest Sales Growth in January and Third Quarter FY2026
Feb 10, 2026
Kakiyasu Honten Co., Ltd. announced preliminary net sales figures for January 2026 and for the third quarter of the fiscal year ending April 30, 2026, covering its restaurant, dressed meat, delicatessen, Japanese confectionery and other food-relat...
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.