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Itoham Yonekyu Holdings, Inc. (JP:2296)
:2296
Japanese Market

Itoham Yonekyu Holdings, Inc. (2296) AI Stock Analysis

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JP

Itoham Yonekyu Holdings, Inc.

(2296)

Rating:72Outperform
Price Target:
¥5,544.00
▲(12.57%Upside)
The overall stock score for Itoham Yonekyu Holdings, Inc. is driven by strong technical momentum and stable financial performance, despite concerns over declining profitability and free cash flow. The valuation is somewhat high, which tempers the attractiveness of the stock.

Itoham Yonekyu Holdings, Inc. (2296) vs. iShares MSCI Japan ETF (EWJ)

Itoham Yonekyu Holdings, Inc. Business Overview & Revenue Model

Company DescriptionItoham Yonekyu Holdings, Inc. is a prominent player in the food industry, primarily engaged in the production and sale of processed meat products. Headquartered in Japan, the company operates through several segments, including fresh meat, processed foods, and logistics. Its core offerings encompass a wide range of meats such as pork, beef, and chicken, along with processed goods like ham, sausages, and prepared meals, catering to both domestic and international markets.
How the Company Makes MoneyItoham Yonekyu Holdings, Inc. generates revenue through the sale of fresh and processed meat products. The company's key revenue streams include retail sales to supermarkets and food service providers, where it supplies a variety of meat products. Additionally, it benefits from its logistics segment, which supports its distribution capabilities. Strategic partnerships with retailers and food service companies enhance its market reach. The company also exports its products, contributing to its earnings from international markets.

Itoham Yonekyu Holdings, Inc. Financial Statement Overview

Summary
Itoham Yonekyu Holdings, Inc. exhibits stable revenue growth and strong operational cash flows, maintaining a healthy capitalization level. However, declining net income, EBIT, and free cash flow trends are concerning, indicating a need to improve profitability margins and manage capital expenditures effectively.
Income Statement
75
Positive
Itoham Yonekyu Holdings, Inc. exhibits a stable income statement with consistent revenue growth over the years. The gross profit margin has been steady, reflecting efficient cost management. However, there has been a decline in both EBIT and net income, indicating pressure on operating profitability. Despite this, the company maintains a healthy EBITDA margin, highlighting strong operational cash flow generation.
Balance Sheet
70
Positive
The balance sheet is robust, with a healthy equity ratio indicating strong capitalization. The debt-to-equity ratio is moderate, suggesting manageable leverage levels. Return on equity has been declining, which is a point of concern as it reflects reduced profitability relative to shareholders' equity. Overall, the company maintains a stable financial position with adequate asset management.
Cash Flow
60
Neutral
The cash flow statement presents mixed results. There is a significant decline in free cash flow, primarily due to increased capital expenditures, which could impact cash availability for other uses. Operating cash flow remains positive and relatively strong compared to net income, suggesting good cash conversion efficiency. However, the negative trend in free cash flow growth is concerning and could pose liquidity challenges if continued.
BreakdownMar 2025Mar 2024Mar 2023Mar 2022Mar 2021
Income Statement
Total Revenue988.77B955.58B922.68B854.37B842.67B
Gross Profit133.27B132.56B130.13B131.90B139.98B
EBITDA36.15B38.41B39.47B41.43B42.48B
Net Income13.10B15.55B16.98B19.12B20.20B
Balance Sheet
Total Assets467.01B462.57B436.76B413.12B394.09B
Cash, Cash Equivalents and Short-Term Investments20.99B23.23B22.74B47.99B50.95B
Total Debt62.54B43.36B45.67B37.85B39.58B
Total Liabilities180.69B177.24B167.50B150.38B146.44B
Stockholders Equity285.61B284.69B268.68B262.14B247.06B
Cash Flow
Free Cash Flow-9.35B13.03B-11.27B7.25B29.95B
Operating Cash Flow10.02B29.39B3.95B18.47B40.86B
Investing Cash Flow-20.64B-16.01B-22.93B-11.25B-10.84B
Financing Cash Flow7.47B-13.28B-6.84B-10.65B-21.10B

Itoham Yonekyu Holdings, Inc. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price4925.00
Price Trends
50DMA
4784.53
Positive
100DMA
4297.28
Positive
200DMA
3998.69
Positive
Market Momentum
MACD
28.51
Positive
RSI
61.38
Neutral
STOCH
43.57
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2296, the sentiment is Positive. The current price of 4925 is above the 20-day moving average (MA) of 4873.46, above the 50-day MA of 4784.53, and above the 200-day MA of 3998.69, indicating a bullish trend. The MACD of 28.51 indicates Positive momentum. The RSI at 61.38 is Neutral, neither overbought nor oversold. The STOCH value of 43.57 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2296.

Itoham Yonekyu Holdings, Inc. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
72
Outperform
¥261.09B21.33
6.90%3.47%-15.46%
69
Neutral
¥63.61B5.20
2.73%6.23%62.04%
68
Neutral
¥197.59B21.298.29%2.34%5.00%2.97%
66
Neutral
¥45.63B8.168.38%2.78%2.69%
64
Neutral
€492.06B19.014.96%2.70%5.15%-4.85%
46
Neutral
¥3.56B
-2.27%-526.69%
44
Neutral
¥5.16B
0.79%-0.43%-499.91%
* Consumer Defensive Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:2296
Itoham Yonekyu Holdings, Inc.
4,975.00
916.74
22.59%
JP:2291
Fukutome Meat Packers,Ltd.
1,068.00
-364.00
-25.42%
JP:2293
Takizawa Ham Co., Ltd.
2,517.00
-513.00
-16.93%
JP:8043
Starzen Company Limited
1,088.00
126.12
13.11%
JP:2282
NH Foods
5,161.00
519.91
11.20%
JP:2288
Marudai Food Co., Ltd.
1,811.00
160.97
9.76%

Itoham Yonekyu Holdings, Inc. Corporate Events

Itoham Yonekyu Announces Treasury Stock Disposal for Executive Compensation
Jun 25, 2025

Itoham Yonekyu Holdings, Inc. announced the disposal of treasury stock as part of a restricted stock compensation plan aimed at aligning the interests of its directors and executive officers with those of its shareholders. The plan involves issuing 17,695 shares of common stock to selected directors and executive officers, with a transfer restriction period set for 30 years to motivate long-term value enhancement and risk-sharing.

The most recent analyst rating on (JP:2296) stock is a Hold with a Yen4200.00 price target. To see the full list of analyst forecasts on Itoham Yonekyu Holdings, Inc. stock, see the JP:2296 Stock Forecast page.

Itoham Yonekyu Maintains Independence Amid Mitsubishi’s Significant Stake
Jun 25, 2025

Itoham Yonekyu Holdings, Inc. has announced details regarding its controlling shareholder, Mitsubishi Corporation, which holds 41.16% of the company’s voting rights. Despite this significant stake, Itoham Yonekyu maintains its operational independence, ensuring that business activities and management decisions are conducted without undue influence from Mitsubishi. The company engages in transactions with Mitsubishi for the supply of meat and raw materials, ensuring competitive pricing by obtaining multiple quotes.

The most recent analyst rating on (JP:2296) stock is a Hold with a Yen4200.00 price target. To see the full list of analyst forecasts on Itoham Yonekyu Holdings, Inc. stock, see the JP:2296 Stock Forecast page.

Itoham Yonekyu Holdings Announces Strategic Amendments to Articles of Incorporation
May 22, 2025

Itoham Yonekyu Holdings, Inc. announced amendments to its Articles of Incorporation, transitioning to a company with an Audit and Supervisory Committee. This change aims to enhance governance by separating execution and supervision roles. Additionally, the company is revising its business objectives to align with its Long-Term Business Strategy 2035, focusing on accelerating growth in overseas markets and expanding into new business areas.

The most recent analyst rating on (JP:2296) stock is a Hold with a Yen4200.00 price target. To see the full list of analyst forecasts on Itoham Yonekyu Holdings, Inc. stock, see the JP:2296 Stock Forecast page.

Itoham Yonekyu Announces Dividend and Commemorative Payout
May 22, 2025

Itoham Yonekyu Holdings, Inc. announced a dividend from retained earnings, with a final dividend per share of JPY 75 for the fiscal year ending March 31, 2025, resulting in an annual dividend of JPY 145. The company plans to maintain this dividend level for the fiscal year ending March 2026, with an additional commemorative dividend to celebrate its 10th anniversary, bringing the total expected annual dividend to JPY 320 per share.

The most recent analyst rating on (JP:2296) stock is a Hold with a Yen4200.00 price target. To see the full list of analyst forecasts on Itoham Yonekyu Holdings, Inc. stock, see the JP:2296 Stock Forecast page.

Itoham Yonekyu Holdings Reports Decline in Profits but Increases Dividends
May 2, 2025

Itoham Yonekyu Holdings, Inc. reported its consolidated financial results for the fiscal year ended March 31, 2025, showing a decline in key financial metrics such as operating profit and ordinary profit compared to the previous year. Despite these challenges, the company has announced a significant increase in dividends for the fiscal year ending March 31, 2026, reflecting a strategic focus on shareholder returns.

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.Date of analysis: May 27, 2025