Yoshimura Food Holdings KK (2884) AI Stock Analysis

• Market Cap: ¥24.11B
• Dividend Yield: N/A
• Average Volume (3M): 188.63K
• Price to Earnings (P/E): 13.1
• Beta (1Y): 0.94
• Revenue Growth: 16.73%
• EPS Growth: 80.15%
• Country: JP
• Employees: 880
• Sector: Consumer Defensive
• Sector Strength: 63
• Industry: Packaged Foods
• EPS (TTM): 25.73
• Shares Outstanding: 24,045,155
• 10 Day Avg. Volume: 290,820
• 30 Day Avg. Volume: 188,626
• PEG Ratio: 1.71
• Price to Book (P/B): 3.16
• Price to Sales (P/S): 0.00
• P/FCF Ratio: -54.83
• 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: 75 Outperform
• Price Target: ¥1,078.00 ▲(7.48%Upside)

Yoshimura Food Holdings KK's overall stock score is primarily driven by its strong financial performance, reflecting robust revenue and profit growth, improved margins, and efficient capital management. Technical analysis provides a neutral to slightly bullish outlook, with mixed moving average trends. Valuation appears favorable with an attractive P/E ratio, though the absence of a dividend yield may be a drawback for some investors.

Yoshimura Food Holdings KK Business Overview & Revenue Model

Company Description

Yoshimura Food Holdings KK (2884) is a Japan-based company primarily engaged in the food manufacturing and distribution sectors. The company operates through several subsidiaries, focusing on the production and sale of processed foods, including seafood, agricultural products, and other foodstuffs. It is involved in the distribution and logistics of these food products, catering to both domestic and international markets.

How the Company Makes Money

Yoshimura Food Holdings KK generates revenue through various channels, primarily from the sale of processed food products. The company operates a diversified portfolio of subsidiaries that manufacture and distribute a wide range of food items, including seafood, agricultural products, and other processed foods. By leveraging its extensive distribution network, Yoshimura Food Holdings supplies these products to retailers, restaurants, and other food service businesses. Additionally, the company may engage in strategic partnerships and joint ventures to enhance its market presence and expand its product offerings. The focus on efficient logistics and supply chain management helps in optimizing costs and enhancing profitability.

Yoshimura Food Holdings KK Financial Statement Overview

Summary

Yoshimura Food Holdings KK exhibits solid financial performance across all verticals. The company showcases strong revenue and profit growth, improved margins, and efficient capital structure management. While leverage remains moderate, the company's ability to generate cash and profitability through its operations is commendable, positioning it well within the packaged foods industry.

Income Statement

The company demonstrated strong revenue growth with a notable increase from 49,781 million yen in 2024 to 58,542 million yen in 2025, representing a 17.5% growth rate. Gross profit margin improved to approximately 22.7%, and net profit margin increased to about 3.2%, indicating enhanced profitability. EBIT and EBITDA margins also strengthened, reflecting effective cost management and operational efficiency.

Balance Sheet

The balance sheet shows a stable financial position with a debt-to-equity ratio of approximately 2.6, indicating moderate leverage. The equity ratio stands at around 19.7%, providing a solid capital structure. Return on equity improved significantly to 16.9%, highlighting effective use of shareholders' capital.

Cash Flow

The cash flow statement illustrates robust cash generation, with operating cash flow to net income ratio at 3.6, suggesting strong cash conversion. The free cash flow grew by 11.8% from the previous year, and the free cash flow to net income ratio is approximately 3.0, underscoring the company's ability to generate cash beyond its earnings.

Breakdown
TTM	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement		Total Revenue
58.49B	58.54B	49.78B	34.94B	29.28B	29.29B
	Gross Profit
13.08B	13.30B	10.29B	6.96B	6.34B	6.21B
	EBIT
4.04B	4.16B	2.43B	678.91M	655.45M	488.30M
	EBITDA
6.48B	7.50B	4.07B	2.42B	1.76B	1.66B
	Net Income Common Stockholders
1.69B	1.86B	1.03B	613.43M	500.10M	323.61M
Balance Sheet		Cash, Cash Equivalents and Short-Term Investments
11.16B	13.17B	10.23B	5.00B	3.29B	4.94B
	Total Assets
56.76B	56.07B	52.19B	31.86B	23.74B	23.64B
	Total Debt
30.36B	28.91B	31.61B	14.89B	10.56B	11.08B
	Net Debt
19.20B	15.74B	21.39B	9.88B	7.27B	6.14B
	Total Liabilities
41.44B	39.53B	39.68B	22.01B	15.43B	15.83B
	Stockholders Equity
10.23B	11.04B	8.70B	7.48B	6.31B	4.58B
Cash Flow		Free Cash Flow
0.00	5.64B	5.05B	-431.06M	809.08M	1.91B
	Operating Cash Flow
0.00	6.63B	5.76B	79.60M	1.32B	2.09B
	Investing Cash Flow
0.00	-845.97M	-4.53B	-2.02B	-1.17B	-387.68M
	Financing Cash Flow
0.00	-2.98B	2.32B	3.49B	-1.94B	359.27M

Yoshimura Food Holdings KK Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 1003.00
• 50DMA: Positive
• 100DMA: Positive
• 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:2884, the sentiment is Positive. The current price of 1003 is above the 20-day moving average (MA) of 972.30, above the 50-day MA of 937.90, and below the 200-day MA of 1232.44, indicating a neutral trend. The MACD of 20.10 indicates Negative momentum. The RSI at 64.20 is Neutral, neither overbought nor oversold. The STOCH value of 50.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2884.

Yoshimura Food Holdings KK Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2932	75 Outperform	¥23.57B	14.55		4.02%	10.63%	-5.98%
2884	75 Outperform	¥24.11B	13.09		―	16.73%	80.15%
2804	68 Neutral	¥23.43B	37.24		2.06%	0.93%	330.14%
2830	67 Neutral	¥21.44B	78.83		0.77%	0.20%	21.56%
Sector *	65 Neutral	$8.92B	15.03	4.68%	6.11%	3.59%	-2.49%
2819	64 Neutral	¥23.96B	17.96		1.94%	6.08%	-22.00%
2933	61 Neutral	¥24.43B	9.44		1.87%	2.09%	-8.76%

Yoshimura Food Holdings KK Corporate Events

Yoshimura Food Holdings Announces Corrections to Financial Results

Yoshimura Food Holdings K.K. announced corrections to its previously reported consolidated financial results for the fiscal year ended February 28, 2025. The corrections, which involve errors in accounting treatment of certain transactions, result in decreased net sales and cost of sales but do not affect profits. This announcement highlights the company’s commitment to transparency and accuracy in its financial reporting, which is crucial for maintaining stakeholder trust and industry credibility.

Yoshimura Food Holdings KK Reports Strong Financial Growth for FY 2025

Yoshimura Food Holdings KK reported significant growth in its financial performance for the fiscal year ended February 28, 2025, with net sales increasing by 17.6% and operating profit surging by 75.8%. The company also saw a substantial rise in profit attributable to owners of the parent, which grew by 79.5%. These results indicate a strong operational performance and improved market positioning, reflecting positively on the company’s strategic initiatives and stakeholder value.