Kakiyasu Honten Co., Ltd. (JP:2294)
:2294
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Kakiyasu Honten Co., Ltd.
(2294)
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Rating:59Neutral
Price Target:
¥2,643.00
▼(-0.53% Downside)
Action:Reiterated
Date:06/11/26
The score is supported by a very strong, low-risk balance sheet and positive (though uneven) cash generation, but is held back by significant margin/ROE deterioration, weak technical trend signals, and a high P/E multiple relative to current profitability.
Positive Factors
Balance Sheet Strength
Extremely low leverage and a substantial equity base provide durable financial flexibility. This reduces refinancing and interest-rate risk, supports capital allocation for dividends, capex or strategic moves, and helps the firm absorb cyclical or cost shocks without external funding.
Negative Factors
Compressed Profitability
A drop to ~1.9% net margin and ROE declining from ~11% to ~4–5% signals materially weaker profitability and returns on capital. Persistently low margins limit retained earnings for reinvestment, constrain dividend sustainability, and point to structural cost or operational issues needing remediation.
Read all positive and negative factors
Positive Factors
Negative Factors
Balance Sheet Strength
Extremely low leverage and a substantial equity base provide durable financial flexibility. This reduces refinancing and interest-rate risk, supports capital allocation for dividends, capex or strategic moves, and helps the firm absorb cyclical or cost shocks without external funding.
Read all positive factors
Kakiyasu Honten Co., Ltd. (2294) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥26.02B
Dividend Yield3.23%
Average Volume (3M)14.89K
Price to Earnings (P/E)28.7
Beta (1Y)0.36
Revenue Growth-0.09%
EPS Growth17.71%
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 Ratio16.16
Price to Book (P/B)1.73
Price to Sales (P/S)0.69
P/FCF Ratio23.12
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)N/A
Revenue Forecast (FY)N/A
Kakiyasu Honten Co., Ltd. Business Overview & Revenue Model
Company Description
Kakiyasu Honten Co., Ltd. is a Japanese food enterprise primarily engaged in the manufacturing and distribution of various ready-to-eat food products. Its diverse product range encompasses prepared meats, including beef, pork, and chicken, alongsi...
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
58
Neutral
Balance Sheet
86
Very Positive
Cash Flow
63
Positive
| Breakdown | TTM | Apr 2026 | Apr 2025 | Apr 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 36.14B | 36.34B | 36.10B | 37.05B | 37.64B | 38.00B |
| Gross Profit | 19.52B | 19.50B | 19.58B | 20.00B | 20.12B | 19.75B |
| EBITDA | 2.12B | 1.84B | 2.13B | 2.74B | 3.49B | 3.29B |
| Net Income | 705.00M | 700.00M | 701.00M | 1.40B | 1.89B | 1.70B |
Balance Sheet | ||||||
| Total Assets | 18.25B | 18.26B | 19.38B | 21.88B | 21.86B | 20.13B |
| Cash, Cash Equivalents and Short-Term Investments | 6.93B | 7.11B | 8.00B | 10.71B | 11.35B | 10.55B |
| Total Debt | 94.00M | 91.00M | 52.00M | 46.00M | 7.00M | 13.00M |
| Total Liabilities | 3.87B | 3.81B | 4.34B | 4.22B | 4.85B | 4.29B |
| Stockholders Equity | 14.38B | 14.45B | 15.04B | 17.66B | 17.01B | 15.83B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 1.08B | 751.00M | 383.00M | 1.91B | 3.53B |
| Operating Cash Flow | 0.00 | 1.54B | 1.75B | 1.41B | 2.55B | 3.74B |
| Investing Cash Flow | 0.00 | -657.00M | -2.95B | -1.15B | -699.00M | -418.00M |
| Financing Cash Flow | 0.00 | -826.00M | -905.00M | -895.00M | -1.05B | -789.00M |
Kakiyasu Honten Co., Ltd. Technical Analysis
Negative
2657.00
Price Trends
2681.92
Negative
2716.78
Negative
2654.40
Negative
Market Momentum
-36.74
Negative
33.94
Neutral
50.41
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2294, the sentiment is Negative. The current price of 2657 is above the 20-day moving average (MA) of 2511.75, below the 50-day MA of 2681.92, and above the 200-day MA of 2654.40, indicating a bearish trend. The MACD of -36.74 indicates Negative momentum. The RSI at 33.94 is Neutral, neither overbought nor oversold. The STOCH value of 50.41 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
62 Neutral | ¥52.21B | 11.43 | ― | 0.52% | -1.79% | 27.43% | |
60 Neutral | ¥13.58B | 4.67 | ― | 3.17% | 5.80% | 1.52% | |
59 Neutral | ¥26.02B | 28.72 | ― | 3.23% | -0.09% | 17.71% | |
58 Neutral | ¥11.97B | 10.12 | ― | 4.65% | 3.96% | 116.45% | |
57 Neutral | ¥117.84B | 25.21 | ― | 3.02% | 3.76% | -35.18% |
* Consumer Defensive Sector Average
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Kakiyasu Honten Co., Ltd. Corporate Events
Kakiyasu Honten Posts Stable May Sales With Mixed Segment Trends
Jun 10, 2026
Kakiyasu Honten Co., Ltd. reported preliminary net sales figures for May in the fiscal year ending April 30, 2027, showing mostly stable performance across its existing store network. Companywide net sales at existing stores edged up year on year,...
Kakiyasu Honten Posts Stable Earnings and Maintains High Dividend Payout
Jun 10, 2026
Kakiyasu Honten reported flat consolidated net sales of ¥36.1 billion for the fiscal year ended April 30, 2026, with operating and ordinary profit declining modestly, while profit attributable to owners of parent rose 15.7% to ¥811 milli...
Kakiyasu Honten Releases Preliminary Fourth-Quarter and April 2026 Sales Figures
May 11, 2026
Kakiyasu Honten Co., Ltd. announced preliminary net sales figures for April 2026 and for the fourth quarter of the fiscal year ended April 30, 2026, across its restaurant, dressed meat, delicatessen, foods and Japanese confectionery segments. The ...
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...
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.