Itoham Yonekyu Holdings, Inc. (JP:2296)
:2296
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Itoham Yonekyu Holdings, Inc.
(2296)
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Rating:57Neutral
Price Target:
¥5,372.00
▼(-4.07% Downside)
Action:ReiteratedDate:05/02/26
The score is held back mainly by weak cash flow quality (negative free cash flow) and bearish technical signals (below major moving averages with negative MACD). These are partially offset by steady revenue growth, manageable balance sheet leverage, and an attractive shareholder return profile (high dividend yield and moderate P/E).
Positive Factors
Steady Revenue Growth
Consistent top-line growth across periods indicates durable demand for processed and prepared foods. A resilient revenue base supports scale economics, predictable capacity planning, and incremental investment in higher-margin prepared products, helping sustain earnings over the medium term.
Negative Factors
Negative Free Cash Flow
Persistent negative free cash flow signals weak cash conversion after investments and working-capital strain. This limits the company’s ability to self-fund capex, reduce debt, or sustain dividends without external funding, raising long-term financing and strategic flexibility risks.
Read all positive and negative factors
Positive Factors
Negative Factors
Steady Revenue Growth
Consistent top-line growth across periods indicates durable demand for processed and prepared foods. A resilient revenue base supports scale economics, predictable capacity planning, and incremental investment in higher-margin prepared products, helping sustain earnings over the medium term.
Read all positive factors
Itoham Yonekyu Holdings, Inc. (2296) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥275.14B
Dividend Yield2.61%
Average Volume (3M)128.23K
Price to Earnings (P/E)12.3
Beta (1Y)0.56
Revenue Growth8.35%
EPS Growth54.38%
CountryJP
Employees8,124
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)74.79
Shares Outstanding57,471,012
10 Day Avg. Volume104,320
30 Day Avg. Volume128,230
Financial Highlights & Ratios
PEG Ratio0.30
Price to Book (P/B)1.10
Price to Sales (P/S)0.30
P/FCF Ratio-34.15
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)323.11
Revenue Forecast (FY)¥1.04T
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
The company makes money primarily by selling food products produced by its group companies. Its core revenue stream is the sale of processed meat products (e.g., ham, sausages, bacon and related items) under group brands to supermarkets and other ...
Itoham Yonekyu Holdings, Inc. Financial Statement Overview
Summary
Income Statement
64
Positive
Balance Sheet
72
Positive
Cash Flow
38
Negative
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.07T | 988.77B | 955.58B | 922.68B | 854.37B |
| Gross Profit | 146.48B | 133.27B | 132.56B | 130.13B | 131.90B |
| EBITDA | 28.46B | 34.19B | 36.43B | 36.70B | 37.51B |
| Net Income | 20.23B | 13.10B | 15.55B | 16.98B | 19.12B |
Balance Sheet | |||||
| Total Assets | 524.73B | 467.01B | 462.57B | 436.76B | 413.12B |
| Cash, Cash Equivalents and Short-Term Investments | 17.98B | 20.99B | 23.23B | 22.74B | 47.99B |
| Total Debt | 62.18B | 62.54B | 43.36B | 45.67B | 37.85B |
| Total Liabilities | 229.21B | 180.69B | 177.24B | 167.50B | 150.38B |
| Stockholders Equity | 294.81B | 285.61B | 284.69B | 268.69B | 262.14B |
Cash Flow | |||||
| Free Cash Flow | -9.54B | -9.35B | 14.76B | -8.50B | 9.43B |
| Operating Cash Flow | 13.66B | 10.02B | 29.39B | 3.95B | 18.47B |
| Investing Cash Flow | -26.01B | -20.64B | -16.01B | -22.93B | -11.25B |
| Financing Cash Flow | 8.52B | 7.47B | -13.28B | -6.84B | -10.65B |
Itoham Yonekyu Holdings, Inc. Technical Analysis
Negative
5600.00
Price Trends
5942.73
Negative
5793.67
Negative
5523.31
Negative
Market Momentum
-115.73
Positive
30.21
Neutral
8.35
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 5753.86, below the 50-day MA of 5942.73, and above the 200-day MA of 5523.31, indicating a bearish trend. The MACD of -115.73 indicates Positive momentum. The RSI at 30.21 is Neutral, neither overbought nor oversold. The STOCH value of 8.35 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 | ¥479.36B | 15.17 | 9.86% | 2.58% | 0.63% | 5.96% | |
67 Neutral | ¥56.64B | 7.19 | 6.48% | 2.27% | 0.88% | ― | |
63 Neutral | ¥610.55B | 15.19 | 6.04% | 2.04% | 4.68% | 16.45% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
57 Neutral | ¥275.14B | 12.27 | ― | 2.61% | 8.35% | 54.38% | |
47 Neutral | ¥5.54B | 4.87 | ― | ― | -4.74% | 46.95% | |
37 Underperform | ¥1.93B | 5.43 | ― | ― | -3.62% | 10.98% |
* Consumer Defensive Sector Average
JP:2296
Itoham Yonekyu Holdings, Inc.
5,190.00
523.86
11.23%
JP:2282
NH Foods
6,527.00
1,188.63
22.27%
JP:2871
Nichirei Corporation
1,891.00
2.51
0.13%
JP:2288
Marudai Food Co., Ltd.
2,248.00
486.62
27.63%
JP:2291
Fukutome Meat Packers,Ltd.
577.00
-455.00
-44.09%
JP:2293
Takizawa Ham Co., Ltd.
2,700.00
147.00
5.76%
Itoham Yonekyu Holdings, Inc. Corporate Events
Itoham Yonekyu weighs cut to high minimum share investment unit
May 1, 2026
Itoham Yonekyu Holdings has outlined its stance on potentially reducing the minimum investment unit for its shares, arguing that a lower entry threshold would help broaden its investor base, improve stock liquidity and support a more vibrant equit...
Itoham Yonekyu Hits Profit Targets Early but Signals Earnings Dip in FY2026
May 1, 2026
Itoham Yonekyu Holdings reported full-year FY2025 revenue of JPY 1,071.4 billion, up 8.4%, and a 46.5% jump in ordinary profit to JPY 30.4 billion, allowing it to hit its mid-term targets for profit and capital efficiency a year ahead of schedule....
Itoham Yonekyu Posts Profit Surge and Higher Dividends, Signals Softer Outlook for FY2027
May 1, 2026
Itoham Yonekyu Holdings reported solid consolidated results for the fiscal year ended March 31, 2026, with net sales of ¥1.07 trillion and double-digit growth in operating, ordinary and net profit, reflecting improved profitability and higher...
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...
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.