Yamami Co. (2820) AI Stock Analysis

• Market Cap: ¥31.35B
• Dividend Yield: 1.66%
• Average Volume (3M): 22.51K
• Price to Earnings (P/E): 19.1
• Beta (1Y): 0.07
• Revenue Growth: 10.89%
• EPS Growth: 25.32%
• Country: JP
• Employees: 267
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Packaged Foods
• EPS (TTM): 40.17
• Shares Outstanding: 6,967,500
• 10 Day Avg. Volume: 34,650
• 30 Day Avg. Volume: 22,510
• PEG Ratio: 12.68
• Price to Book (P/B): 3.27
• Price to Sales (P/S): 1.62
• P/FCF Ratio: 189.62
• 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
• EPS Forecast (FY): 30,442.92
• Revenue Forecast (FY): ¥3.59T

• Rating: 66 Neutral
• Price Target: ¥4,973.00 ▲(14.45% Upside)

Yamami Co.'s strong financial performance, characterized by consistent revenue growth and improved financial stability, is a significant strength. However, technical indicators suggest potential short-term volatility, and the valuation is fair but not compelling. The absence of earnings call data and corporate events limits additional insights.

Positive Factors

Revenue Growth

Consistent revenue growth indicates Yamami Co.'s ability to expand its market reach and adapt to consumer demands, supporting long-term business stability.

Financial Stability

A declining debt-to-equity ratio enhances financial stability, providing Yamami Co. with greater flexibility to invest in growth opportunities.

Cash Generation

Robust cash generation supports Yamami Co.'s ability to fund operations and growth initiatives, ensuring long-term sustainability.

Negative Factors

Free Cash Flow Volatility

Volatile free cash flow can hinder Yamami Co.'s ability to consistently fund investments and manage financial obligations, posing a risk to stability.

EBIT Margin Decline

A declining EBIT margin suggests rising costs or inefficiencies, which could impact profitability and require strategic adjustments.

Technical Weakness

Persistent technical weakness may reflect broader market concerns, potentially affecting investor confidence and capital raising ability.

Yamami Co. Business Overview & Revenue Model

Company Description

Yamami Co. (2820) is a leading company in the food and beverage sector, specializing in the production and distribution of premium quality food products. The company focuses on leveraging innovative techniques and sustainable practices to create a diverse range of offerings, including packaged foods, condiments, and health-oriented snacks. With a commitment to quality and consumer health, Yamami Co. aims to meet the evolving demands of modern consumers.

How the Company Makes Money

Yamami Co. generates revenue through multiple streams, primarily from the sale of its food products across various retail channels, including supermarkets, convenience stores, and online platforms. The company employs a direct-to-consumer model, enhancing its profit margins by reducing reliance on third-party distributors. Significant partnerships with retail chains and health food outlets further bolster its market presence and sales volume. Additionally, Yamami Co. invests in marketing campaigns to build brand loyalty and attract new customers, contributing to sustained revenue growth. Seasonal promotions and limited-time offerings also play a role in driving sales, particularly in peak shopping periods.

Yamami Co. Financial Statement Overview

Summary

Yamami Co. shows 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: Negative
• Last Price: 4345.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• 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 Negative. The current price of 4345 is above the 20-day moving average (MA) of 4261.75, below the 50-day MA of 4407.50, and below the 200-day MA of 4442.77, indicating a neutral trend. The MACD of 33.25 indicates Negative momentum. The RSI at 50.77 is Neutral, neither overbought nor oversold. The STOCH value of 52.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2820.

Yamami Co. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2669	73 Outperform	¥32.21B	22.03	―	1.13%	-1.72%	-19.25%
2915	72 Outperform	¥32.24B	12.14	―	2.20%	-0.25%	-41.09%
2612	70 Outperform	¥35.06B	14.97	―	2.63%	8.21%	20.27%
2820	66 Neutral	¥31.35B	19.11	―	1.66%	10.89%	25.32%
2831	64 Neutral	¥30.73B	12.45	―	1.83%	0.16%	10.88%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
2923	62 Neutral	¥38.99B	13.70	―	0.74%	10.79%	27.11%

Yamami Co. Corporate Events

Yamami Co. Reports Strong Financial Growth in Q3 2025

Yamami Co. reported a significant improvement in its financial performance for the three months ended September 30, 2025, with net sales increasing by 9.3% and profits nearly doubling compared to the previous year. This growth reflects the company’s strong market positioning and effective operational strategies, which have positively impacted its financial health and shareholder value.

The most recent analyst rating on (JP:2820) stock is a Hold with a Yen4342.00 price target. To see the full list of analyst forecasts on Yamami Co. stock, see the JP:2820 Stock Forecast page.