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Yoshimura Food Holdings KK
(2884)
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Rating:46Neutral
Price Target:
¥603.00
▼(-1.47% Downside)
Action:Reiterated
Date:07/17/26
The score is held down primarily by financial risks: high leverage and a material deterioration in 2026 cash generation alongside weaker earnings. Technicals add caution as the stock trades below key moving averages with subdued momentum. Valuation is reasonable (P/E ~16) but not enough to offset the balance-sheet and cash-flow concerns.
Positive Factors
Acquisition-led diversification
The acquisition-led holding structure spreads operations across multiple food manufacturers and product categories, reducing reliance on a single brand or facility. Shared support and integration can create operating synergies and provide a repeatable route to longer-term scale.
Negative Factors
High leverage
Debt remains very large relative to equity, increased again in 2026, and is a key constraint for a packaged-foods group. High fixed obligations can reduce flexibility for acquisitions or investment and amplify the effect of any operating downturn.
Read all positive and negative factors
Positive Factors
Negative Factors
Acquisition-led diversification
The acquisition-led holding structure spreads operations across multiple food manufacturers and product categories, reducing reliance on a single brand or facility. Shared support and integration can create operating synergies and provide a repeatable route to longer-term scale.
Read all positive factors
Yoshimura Food Holdings KK (2884) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥16.31B
Dividend YieldN/A
Average Volume (3M)145.01K
Price to Earnings (P/E)13.6
Beta (1Y)1.00
Revenue Growth-2.13%
EPS Growth-22.20%
CountryJP
Employees985
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)49.86
Shares Outstanding24,095,870
10 Day Avg. Volume289,990
30 Day Avg. Volume145,013
Financial Highlights & Ratios
PEG Ratio-0.54
Price to Book (P/B)2.04
Price to Sales (P/S)0.44
P/FCF Ratio-6.76
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)92.3
Revenue Forecast (FY)¥67.40B
Yoshimura Food Holdings KK Business Overview & Revenue Model
Company Description
Yoshimura Food Holdings K.K. is a Japanese company primarily engaged in the production and distribution of a diverse range of food items. Its extensive product lineup encompasses commercial food ingredients, prepared Chinese cuisine, and various d...
How the Company Makes Money
The company primarily makes money through consolidated sales of food products manufactured and sold by its operating subsidiaries. Revenue is generated when these group companies sell their branded and/or private-label food products into wholesale...
Yoshimura Food Holdings KK Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
44
Neutral
Cash Flow
32
Negative
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 56.86B | 57.48B | 58.11B | 49.78B | 34.94B | 29.28B |
| Gross Profit | 11.21B | 11.30B | 13.30B | 10.29B | 6.96B | 6.34B |
| EBITDA | 3.66B | 3.96B | 6.67B | 4.12B | 1.69B | 1.45B |
| Net Income | 1.19B | 918.79M | 1.86B | 1.04B | 613.43M | 500.10M |
Balance Sheet | ||||||
| Total Assets | 66.09B | 61.03B | 56.07B | 53.51B | 31.86B | 23.82B |
| Cash, Cash Equivalents and Short-Term Investments | 14.32B | 11.00B | 13.17B | 10.23B | 5.00B | 3.29B |
| Total Debt | 35.41B | 31.05B | 29.36B | 32.02B | 15.24B | 10.88B |
| Total Liabilities | 45.99B | 41.78B | 39.53B | 40.33B | 22.01B | 15.50B |
| Stockholders Equity | 13.04B | 12.42B | 11.04B | 8.71B | 7.48B | 6.31B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -3.74B | 5.64B | 5.06B | -411.19M | 812.47M |
| Operating Cash Flow | 0.00 | -2.50B | 6.63B | 5.76B | 79.60M | 1.32B |
| Investing Cash Flow | 0.00 | -2.04B | -843.32M | -4.53B | -2.02B | -1.17B |
| Financing Cash Flow | 0.00 | 1.65B | -2.98B | 2.32B | 3.49B | -1.94B |
Yoshimura Food Holdings KK Technical Analysis
Neutral
612.00
Price Trends
632.96
Positive
683.20
Negative
744.93
Negative
Market Momentum
9.42
Negative
65.08
Neutral
89.65
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2884, the sentiment is Neutral. The current price of 612 is below the 20-day moving average (MA) of 637.75, below the 50-day MA of 632.96, and below the 200-day MA of 744.93, indicating a neutral trend. The MACD of 9.42 indicates Negative momentum. The RSI at 65.08 is Neutral, neither overbought nor oversold. The STOCH value of 89.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:2884.
Yoshimura Food Holdings KK Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | ¥34.58B | 10.33 | ― | 1.96% | 2.00% | 35.75% | |
69 Neutral | ¥24.25B | 11.24 | ― | 1.87% | 5.01% | 120.83% | |
65 Neutral | ¥23.39B | 18.20 | ― | 2.05% | 0.16% | -44.46% | |
64 Neutral | ¥25.24B | 12.93 | ― | 1.31% | -1.66% | 101.11% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | ¥25.87B | 28.81 | ― | 1.87% | -0.27% | -62.67% | |
46 Neutral | ¥16.31B | 13.58 | ― | ― | -2.13% | -22.20% |
* Consumer Defensive Sector Average
JP:2884
Yoshimura Food Holdings KK
677.00
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Yoshimura Food Holdings KK Corporate Events
Yoshimura Food Holdings Posts Lower Sales but Doubles Quarterly Profit
Jul 15, 2026
Yoshimura Food Holdings reported consolidated net sales of ¥13,976 million for the three months ended May 31, 2026, down 4.3% year on year, with operating profit halving to ¥349 million and ordinary profit dropping 34.5%. Despite weaker ...
Yoshimura Food Holdings Completes Restricted Stock Issuance to Executives
Jun 26, 2026
Yoshimura Food Holdings has completed the payment procedures for issuing 12,499 new common shares as restricted stock to one director and one executive officer. The shares were issued at 670 yen per share, for a total of 8,374,330 yen, as part of ...
Yoshimura Food Holdings to Acquire Hakodate Wine and Expand Japanese Wine Strategy
Jun 4, 2026
Yoshimura Food Holdings has resolved to acquire all shares of HAKODATE WINE CO., LTD., a long-established Hokkaido-based winery producing wines, fruit liquors, and liqueurs under the Hakodate Wine brand, making it a consolidated subsidiary. Hakoda...
Yoshimura Food Holdings Issues Restricted Shares to Align Management Pay With Shareholders
May 27, 2026
Yoshimura Food Holdings has approved the issuance of 12,499 restricted common shares to one director and one executive officer, with a total value of ¥8.37 million at ¥670 per share. The allocation falls under a previously approved equit...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.