Yamami Co. (2820) AI Stock Analysis

• Market Cap: ¥34.45B
• Dividend Yield: 1.46%
• Average Volume (3M): 22.74K
• Price to Earnings (P/E): 22.9
• Beta (1Y): >-0.01
• Revenue Growth: 10.86%
• EPS Growth: 1.79%
• Country: JP
• Employees: 267
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Packaged Foods
• EPS (TTM): 39.47
• Shares Outstanding: 6,967,500
• 10 Day Avg. Volume: 22,020
• 30 Day Avg. Volume: 22,736
• PEG Ratio: N/A
• Price to Book (P/B): N/A
• Price to Sales (P/S): N/A
• 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: ¥5,440.00
• Price Target Upside: 10.12% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 1

• Rating: 70 Outperform
• Price Target: ¥5,440.00 ▲(10.12% Upside)

Yamami Co. shows strong financial performance with consistent revenue growth and improved financial stability, which are significant strengths. However, technical analysis indicates potential overbought conditions, and the valuation suggests the stock is relatively expensive, which could limit upside potential.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective sales strategies, supporting long-term business expansion and stability.

Financial Stability

Improved financial stability through reduced leverage enhances the company's ability to invest in growth opportunities and weather economic downturns.

Cash Generation

Strong cash generation supports ongoing operations and investments, providing flexibility to pursue strategic initiatives and manage financial obligations.

Negative Factors

Free Cash Flow Volatility

Volatile free cash flow can hinder the company's ability to consistently fund new projects and manage unexpected expenses, impacting long-term planning.

EBIT Margin Decline

A declining EBIT margin suggests rising costs or inefficiencies, which could erode profitability if not addressed, affecting long-term competitiveness.

Cost Pressures

Cost pressures and cash flow volatility may limit the company's ability to invest in growth and innovation, potentially affecting its market position.

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 related soy-based products. The company operates in the food manufacturing sector and is known for its high-quality, traditional Japanese tofu products. Yamami Co. focuses on maintaining the authentic taste and nutritional value of its products, catering to both domestic and international markets.

How the Company Makes Money

Yamami Co. generates revenue primarily through the sale of its tofu and soy-based products to retail and wholesale customers. The company's key revenue streams include selling directly to consumers via supermarkets and specialty food stores, as well as supplying to food service providers and restaurants. Yamami Co. also engages in export activities, tapping into the growing global demand for healthy and sustainable plant-based foods. Strategic partnerships with distributors and retailers enhance its market reach and contribute to its earnings. Additionally, the company may explore opportunities in product innovation and expanding its product line to include other soy-based food offerings.

Yamami Co. Financial Statement Overview

Summary

Yamami Co. demonstrates consistent revenue growth and strong profitability metrics. The company has improved financial stability by reducing leverage and maintaining a solid equity base. However, volatility in free cash flow could impact future investment and growth opportunities.

Income Statement

Yamami Co. has shown consistent revenue growth over the years, with a 2.74% increase in the latest period. The company maintains a healthy gross profit margin and has improved its net profit margin over time. However, there is a slight decline in EBIT margin, indicating potential cost pressures or inefficiencies.

Balance Sheet

The balance sheet reflects a strong equity position with a declining debt-to-equity ratio, indicating improved financial stability. The return on equity is solid, showing effective use of shareholder funds. The equity ratio is healthy, suggesting a strong asset base relative to liabilities.

Cash Flow

Yamami Co. has demonstrated strong operating cash flow relative to net income, indicating good cash generation capabilities. However, the free cash flow growth rate is volatile, with significant fluctuations over the years, which could pose a risk to financial flexibility.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	20.50B	21.06B	19.00B	16.18B	13.81B	13.62B
Gross Profit	4.15B	4.32B	4.45B	3.24B	2.85B	3.44B
EBITDA	3.32B	3.92B	3.68B	2.72B	2.54B	2.51B
Net Income	1.43B	1.50B	1.48B	802.50M	606.57M	511.16M
Balance Sheet
Total Assets	15.83B	15.98B	15.52B	13.81B	13.41B	13.64B
Cash, Cash Equivalents and Short-Term Investments	420.96M	856.52M	840.98M	404.48M	160.85M	304.02M
Total Debt	2.34B	2.26B	2.23B	2.75B	3.53B	4.35B
Total Liabilities	5.68B	5.55B	6.01B	5.52B	5.73B	6.39B
Stockholders Equity	10.16B	10.43B	9.51B	8.29B	7.69B	7.25B
Cash Flow
Free Cash Flow	0.00	179.68M	1.17B	1.06B	1.28B	1.93B
Operating Cash Flow	0.00	2.79B	2.85B	2.16B	2.18B	2.60B
Investing Cash Flow	0.00	-2.22B	-1.63B	-946.13M	-846.50M	-667.78M
Financing Cash Flow	0.00	-548.94M	-786.98M	-966.09M	-1.43B	-1.88B

Yamami Co. Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 4940.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2820, the sentiment is Neutral. The current price of 4940 is below the 20-day moving average (MA) of 4988.25, above the 50-day MA of 4848.40, and above the 200-day MA of 4240.03, indicating a neutral trend. The MACD of 36.27 indicates Positive momentum. The RSI at 50.25 is Neutral, neither overbought nor oversold. The STOCH value of 66.07 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2820.

Yamami Co. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2915	80 Outperform	¥32.39B	10.99		1.97%	1.16%	-23.94%
2669	74 Outperform	¥31.63B	19.78		1.16%	1.04%	-10.84%
2612	71 Outperform	¥35.06B	14.97		2.65%	10.50%	-3.82%
2820	70 Outperform	¥34.45B	22.93		1.46%	10.86%	1.79%
2831	68 Neutral	¥31.81B	12.89		1.63%	0.57%	12.46%
2923	67 Neutral	¥48.82B	17.15		0.71%	10.79%	27.11%
Sector *	62 Neutral	$20.51B	14.76	-3.31%	3.19%	1.94%	-10.37%

Yamami Co. Corporate Events

Yamami Co. Reports Fiscal Year 2025 Financial Results with Increased Sales but Lower Profits

Yamami Co. reported its non-consolidated financial results for the fiscal year ended June 30, 2025, showing a 10.9% increase in net sales to 21,064 million yen. However, the company experienced a decline in operating and ordinary profits by 16.9% and 16.8%, respectively, compared to the previous year. Despite this, the profit slightly increased by 1.8% to 1,502 million yen. The company also announced a dividend increase to 72 yen per share, reflecting its commitment to shareholder returns. The financial position improved with a higher equity ratio of 65.3%, indicating a stronger balance sheet. Yamami Co. forecasts further growth in net sales and profits for the fiscal year ending June 30, 2026, suggesting a positive outlook for the company’s future performance.