Yamami Co. (2820) AI Stock Analysis

• Market Cap: ¥30.24B
• Dividend Yield: 1.56%
• Average Volume (3M): 22.51K
• Price to Earnings (P/E): 14.1
• Beta (1Y): -0.04
• 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): N/A
• Revenue Forecast (FY): N/A

• Rating: 66 Neutral
• Price Target: ¥5,292.00 ▲(6.91% Upside)
• Action: Reiterated Date: 11/18/25
• Date: Action: Reiterated 11/18/25

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

Consistent revenue growth

Sustained revenue growth demonstrates stable end-market demand for soybean-based products and supports a predictable top line. Over a 2–6 month horizon this underpins recurring cash inflows, allows continued investment in higher-value processed items, and reduces execution risk versus cyclical peers.

Negative Factors

Volatile free cash flow growth

High variability in free cash flow constrains long-term planning and capital allocation. Even with strong operating cash, intermittent FCF swings can force cautious capex, restrict dividends, or require short-term financing, limiting the company’s ability to steadily scale investments or absorb shocks.

Yamami Co. Business Overview & Revenue Model

Company Description

Yamami Company manufactures and sells tofu in Japan. It offers cotton, silk, filled, cut, commercial, and deep-fried tofu; atsuage products; and marine food products. Yamami Company was founded in 1975 and is headquartered in Mihara, Japan....

How the Company Makes Money

Yamami primarily makes money by manufacturing and selling soybean-based food products. Revenue is generated from (1) sales of packaged products to retailers and wholesalers (e.g., supermarkets and other consumer outlets) and (2) sales to food-serv...

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Yamami primarily makes money by manufacturing and selling soybean-based food products. Revenue is generated from (1) sales of packaged products to retailers and wholesalers (e.g., supermarkets and other consumer outlets) and (2) sales to food-serv...

Yamami Co. Financial Statement Overview

Breakdown	Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement
Total Revenue	21.06B	19.00B	16.18B	13.81B	13.62B
Gross Profit	4.32B	4.45B	3.23B	2.85B	3.43B
EBITDA	3.45B	3.61B	2.52B	2.52B	2.47B
Net Income	1.50B	1.48B	802.50M	606.57M	511.16M
Balance Sheet
Total Assets	16.00B	15.55B	13.83B	13.41B	13.64B
Cash, Cash Equivalents and Short-Term Investments	856.52M	840.98M	404.48M	160.85M	304.02M
Total Debt	2.26B	2.23B	2.75B	3.53B	4.35B
Total Liabilities	5.57B	6.04B	5.54B	5.73B	6.39B
Stockholders Equity	10.43B	9.51B	8.29B	7.69B	7.25B
Cash Flow
Free Cash Flow	179.68M	1.17B	1.07B	1.28B	1.93B
Operating Cash Flow	2.79B	2.85B	2.16B	2.18B	2.60B
Investing Cash Flow	-2.22B	-1.63B	-946.13M	-846.50M	-667.78M
Financing Cash Flow	-548.94M	-786.98M	-966.09M	-1.43B	-1.88B

Yamami Co. Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 4950.00
• 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 4950 is above the 20-day moving average (MA) of 4431.50, above the 50-day MA of 4811.20, and above the 200-day MA of 4667.31, indicating a bearish trend. The MACD of -167.85 indicates Negative momentum. The RSI at 39.34 is Neutral, neither overbought nor oversold. The STOCH value of 48.41 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
2915	72 Outperform	¥36.95B	6.02	―	2.23%	-0.25%	-41.09%
2820	66 Neutral	¥30.24B	14.14	―	1.56%	10.89%	25.32%
2831	64 Neutral	¥32.61B	7.86	―	1.96%	0.16%	10.88%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
2804	62 Neutral	¥23.53B	23.77	―	2.05%	0.99%	830.67%
2923	62 Neutral	¥37.17B	4.55	―	0.80%	8.19%	42.84%
2910	46 Neutral	¥36.53B	21.75	―	1.65%	-1.17%	-84.81%

Yamami Co. Corporate Events