Itoham Yonekyu Holdings, Inc. (JP:2296)
:2296
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Itoham Yonekyu Holdings, Inc.
(2296)
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Rating:64Neutral
Price Target:
¥6,474.00
▲(15.61% Upside)
Action:ReiteratedDate:02/07/26
The score is driven primarily by mixed financial performance: strong revenue growth and a solid balance sheet are offset by thin margins and weak/volatile cash flow (negative TTM free cash flow). Technicals are supportive with a clear uptrend and positive momentum, while valuation is reasonable but not cheap given modest profitability, with the dividend providing some support.
Positive Factors
Revenue Growth
Sustained TTM revenue growth near +97% indicates durable demand and broader market penetration for its processed-meat portfolio. Strong top-line expansion supports scale benefits, better fixed-cost absorption, and the ability to invest in capacity and product development over the next several quarters.
Negative Factors
Thin and Declining Margins
Persistently thin operating and net margins and a multi-year downward trend leave little buffer against input-cost or pricing pressures. Limited margin headroom constrains reinvestment, reduces shock resilience, and makes profitability highly sensitive to commodity and logistic cost swings over time.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue Growth
Sustained TTM revenue growth near +97% indicates durable demand and broader market penetration for its processed-meat portfolio. Strong top-line expansion supports scale benefits, better fixed-cost absorption, and the ability to invest in capacity and product development over the next several quarters.
Read all positive factors
Itoham Yonekyu Holdings, Inc. (2296) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥299.52B
Dividend Yield2.61%
Average Volume (3M)128.23K
Price to Earnings (P/E)12.3
Beta (1Y)0.56
Revenue Growth6.54%
EPS Growth15.08%
CountryJP
Employees8,124
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)N/A
Shares Outstanding57,471,012
10 Day Avg. Volume104,320
30 Day Avg. Volume128,230
Financial Highlights & Ratios
PEG Ratio-1.17
Price to Book (P/B)0.83
Price to Sales (P/S)0.24
P/FCF Ratio-25.38
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
Itoham Yonekyu Holdings, Inc. Business Overview & Revenue Model
Company Description
Itoham Yonekyu Holdings Inc. engages in the manufacture and sale of processed meat and processed/precooked food products in Japan. It offers ham/sausage, pizza/snacks, noodles, and cheese products. The company was founded in 1928 and is headquarte...
How the Company Makes Money
Itoham Yonekyu Holdings generates revenue primarily through the sale of its meat products, which include processed and packaged meats sold through supermarkets and food service providers. The company also earns income from its processed food segme...
Itoham Yonekyu Holdings, Inc. Financial Statement Overview
Summary
Income Statement
62
Positive
Balance Sheet
74
Positive
Cash Flow
41
Neutral
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 1.05T | 988.77B | 955.58B | 922.68B | 854.37B | 842.67B |
| Gross Profit | 140.92B | 133.27B | 132.56B | 130.13B | 131.90B | 140.00B |
| EBITDA | 39.23B | 34.19B | 36.43B | 36.70B | 37.51B | 37.02B |
| Net Income | 16.82B | 13.10B | 15.55B | 16.98B | 19.12B | 20.20B |
Balance Sheet | ||||||
| Total Assets | 549.53B | 467.01B | 462.57B | 436.76B | 413.12B | 394.09B |
| Cash, Cash Equivalents and Short-Term Investments | 21.61B | 20.99B | 23.23B | 22.74B | 47.99B | 50.95B |
| Total Debt | 102.62B | 62.54B | 43.36B | 45.67B | 37.85B | 39.58B |
| Total Liabilities | 251.96B | 180.69B | 177.24B | 167.50B | 150.38B | 146.44B |
| Stockholders Equity | 296.91B | 285.61B | 284.69B | 268.69B | 262.14B | 247.06B |
Cash Flow | ||||||
| Free Cash Flow | -6.65B | -9.35B | 14.76B | -8.50B | 9.43B | 31.18B |
| Operating Cash Flow | 15.05B | 10.02B | 29.39B | 3.95B | 18.47B | 40.86B |
| Investing Cash Flow | -23.63B | -20.64B | -16.01B | -22.93B | -11.25B | -10.84B |
| Financing Cash Flow | 10.43B | 7.47B | -13.28B | -6.84B | -10.65B | -21.10B |
Itoham Yonekyu Holdings, Inc. Technical Analysis
Negative
5600.00
Price Trends
5981.85
Negative
5787.28
Negative
5501.97
Positive
Market Momentum
-65.38
Positive
35.30
Neutral
17.49
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2296, the sentiment is Negative. The current price of 5600 is below the 20-day moving average (MA) of 5849.69, below the 50-day MA of 5981.85, and above the 200-day MA of 5501.97, indicating a neutral trend. The MACD of -65.38 indicates Positive momentum. The RSI at 35.30 is Neutral, neither overbought nor oversold. The STOCH value of 17.49 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2296.
Itoham Yonekyu Holdings, Inc. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
72 Outperform | ¥491.90B | 15.17 | 9.86% | 2.58% | 1.08% | 2.71% | |
67 Neutral | ¥59.29B | 7.19 | 6.48% | 2.27% | 1.46% | ― | |
64 Neutral | ¥299.52B | 12.27 | ― | 2.61% | 6.54% | 15.08% | |
63 Neutral | ¥692.97B | 15.19 | 6.04% | 2.04% | 5.55% | 27.03% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
47 Neutral | ¥5.59B | 4.87 | ― | ― | -3.27% | -108.33% | |
37 Underperform | ¥2.01B | 5.43 | ― | ― | -2.97% | -6.82% |
* Consumer Defensive Sector Average
JP:2296
Itoham Yonekyu Holdings, Inc.
5,650.00
1,649.10
41.22%
JP:2282
NH Foods
7,043.00
1,982.20
39.17%
JP:2871
Nichirei Corporation
1,940.50
109.04
5.95%
JP:2288
Marudai Food Co., Ltd.
2,353.00
629.53
36.53%
JP:2291
Fukutome Meat Packers,Ltd.
603.00
-440.00
-42.19%
JP:2293
Takizawa Ham Co., Ltd.
2,724.00
100.00
3.81%
Itoham Yonekyu Holdings, Inc. Corporate Events
Itoham Yonekyu Marks 10th Anniversary with ¥90 Commemorative Dividend
Feb 6, 2026
Itoham Yonekyu Holdings’ board has approved a commemorative dividend of ¥90 per share, totaling ¥5.107 billion, to shareholders of record as of December 31, 2025, with payment scheduled for March 5, 2026, funded from retained earni...
Itoham Yonekyu Lifts FY2025 Profit Outlook on Strong Meat Business Recovery
Feb 5, 2026
For the first nine months of FY2025, Itoham Yonekyu Holdings reported solid consolidated growth, with net sales up 8.1% and ordinary profit rising 29.8%. The Meat Division delivered revenue and profit growth, supported by improved profitability in...
Itoham Yonekyu Raises Full-Year Outlook on Strong Nine-Month Earnings and Higher Dividends
Feb 5, 2026
Itoham Yonekyu Holdings reported solid growth for the nine months ended December 31, 2025, with net sales, operating profit, ordinary profit and profit attributable to owners of parent all rising year on year, and a sharp improvement in comprehens...
Itoham Yonekyu Revamps Board and Executive Lineup to Strengthen Governance and Operations
Jan 16, 2026
Itoham Yonekyu Holdings has announced a series of senior management changes, including the appointment of Akira Maeda, currently an executive officer overseeing accounting and finance, as a new full-time Audit Supervisory Committee member, replac...
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.