Yamami Co. (2820) AI Stock Analysis

• Market Cap: ¥34.21B
• Dividend Yield: 1.5%
• Average Volume (3M): 23.17K
• Price to Earnings (P/E): 23.9
• Beta (1Y): 0.04
• Revenue Growth: 10.43%
• EPS Growth: -0.65%
• Country: JP
• Employees: 267
• Sector: Consumer Defensive
• Sector Strength: 64
• Industry: Packaged Foods
• EPS (TTM): 95.83
• Shares Outstanding: 6,967,500
• 10 Day Avg. Volume: 20,540
• 30 Day Avg. Volume: 23,173
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): 0.00
• P/FCF Ratio: N/A
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0

• Rating: 61 Neutral
• Price Target: ¥4,788.00 ▼(-0.25%Downside)

The overall stock score is primarily driven by Yamami Co.'s strong financial performance, particularly in revenue and profit growth, despite some cash flow concerns. Technical analysis indicates bearish conditions with potential oversold signals, impacting the score negatively. Valuation metrics suggest the stock may be slightly overvalued, mitigated partially by a moderate dividend yield.

Yamami Co. Business Overview & Revenue Model

Company Description

Yamami Co. (2820) is a Japanese company primarily engaged in the production and sale of tofu and other soy-based food products. The company offers a wide range of soy products including traditional tofu, yuba, and soy milk, catering to both domestic and international markets. Yamami Co. focuses on delivering high-quality, health-conscious food options that align with consumer trends towards plant-based diets.

How the Company Makes Money

Yamami Co. makes money through the sale of its soy-based products, which are distributed through various channels including retail stores, supermarkets, and direct-to-consumer sales. The company's revenue streams are largely driven by its core products such as tofu and soy milk, which are popular among health-conscious consumers and those following plant-based diets. Yamami Co. also generates revenue through partnerships with food distributors and retailers, expanding its reach in both domestic and international markets. Additionally, the company invests in marketing and product innovation to drive sales and capture market share in the growing plant-based food sector.

Yamami Co. Financial Statement Overview

Summary

Income Statement

Balance Sheet

Cash Flow

Breakdown
Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement		Total Revenue
19.00B	16.18B	13.81B	13.62B	12.64B
	Gross Profit
4.45B	3.24B	2.85B	3.44B	2.91B
	EBIT
2.08B	1.04B	902.74M	732.71M	362.78M
	EBITDA
3.68B	2.72B	2.54B	2.51B	2.69B
	Net Income Common Stockholders
1.48B	802.50M	606.57M	511.16M	814.31M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
840.98M	404.48M	160.85M	304.02M	259.41M
	Total Assets
15.52B	13.81B	13.41B	13.64B	15.01B
	Total Debt
2.23B	2.75B	3.53B	4.35B	6.11B
	Net Debt
1.39B	2.35B	3.37B	4.04B	5.85B
	Total Liabilities
6.01B	5.52B	5.73B	6.39B	8.15B
	Stockholders Equity
9.51B	8.29B	7.69B	7.25B	6.87B
Cash Flow		Free Cash Flow
1.17B	1.06B	1.28B	1.93B	-2.05B
	Operating Cash Flow
2.85B	2.16B	2.18B	2.60B	1.37B
	Investing Cash Flow
-1.63B	-946.13M	-846.50M	-667.78M	-2.62B
	Financing Cash Flow
-786.98M	-966.09M	-1.43B	-1.88B	1.21B

Yamami Co. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 4800.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2820, the sentiment is Positive. The current price of 4800 is below the 20-day moving average (MA) of 4849.75, above the 50-day MA of 4736.60, and above the 200-day MA of 4064.53, indicating a neutral trend. The MACD of -3.85 indicates Positive momentum. The RSI at 51.15 is Neutral, neither overbought nor oversold. The STOCH value of 83.70 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2820.

Yamami Co. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2669	77 Outperform	¥31.68B	16.27		1.16%	3.87%	5.01%
2915	75 Outperform	¥29.26B	8.11		2.11%	3.36%	30.33%
2612	74 Outperform	¥33.68B	14.29		2.76%	10.57%	4.52%
2923	71 Outperform	¥37.63B	19.30		0.07%	8.40%	-30.66%
Sector *	65 Neutral	$8.73B	15.10	4.69%	4.08%	3.64%	-2.90%
2831	64 Neutral	¥30.21B	12.28		1.85%	1.56%	40.56%
2820	61 Neutral	¥34.21B	23.86		1.50%	10.43%	-0.65%

Yamami Co. Corporate Events

Yamami Co. Reports Increased Sales but Declining Profits

Yamami Co. reported a 10.4% increase in net sales for the nine months ending March 31, 2025, compared to the previous year. However, the company saw a decline in operating and ordinary profit by over 25%. Despite the profit decline, Yamami Co. maintained a strong equity ratio of 64.2%, indicating a stable financial position. The company also announced a forecasted annual dividend increase, reflecting confidence in its future performance.