Yoshimura Food Holdings KK (JP:2884)
:2884
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Yoshimura Food Holdings KK
(2884)
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Rating:47Neutral
Price Target:
¥587.00
▼(-15.05% Downside)
Action:Reiterated
Date:06/02/26
The score is held down mainly by weakened financial quality—especially the 2026 cash-flow reversal and high leverage—combined with a clear technical downtrend (price below all key moving averages and negative MACD). A moderate P/E provides some support but is not enough to offset the elevated balance-sheet and cash-generation risks.
Positive Factors
Roll-up holding company model
Operating as a holding company that acquires small/mid food manufacturers creates durable diversification across product lines and channels. When executed well, shared functions and integration can drive cost synergies, scale purchasing, and steady organic plus M&A-driven growth over multi-month horizons.
Negative Factors
High leverage and rising total debt
A debt-heavy capital structure with rising total debt increases financial rigidity and interest burden. It heightens sensitivity to operating swings, limits strategic optionality (M&A, capex), and raises refinancing risk if cash flows weaken, making medium-term stability dependent on deleveraging or stronger cash generation.
Read all positive and negative factors
Positive Factors
Negative Factors
Roll-up holding company model
Operating as a holding company that acquires small/mid food manufacturers creates durable diversification across product lines and channels. When executed well, shared functions and integration can drive cost synergies, scale purchasing, and steady organic plus M&A-driven growth over multi-month horizons.
Read all positive factors
Yoshimura Food Holdings KK (2884) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥14.93B
Dividend YieldN/A
Average Volume (3M)145.01K
Price to Earnings (P/E)16.2
Beta (1Y)0.99
Revenue Growth-1.08%
EPS Growth-50.76%
CountryJP
Employees880
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)64.07
Shares Outstanding24,083,370
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 | 58.10B | 57.48B | 58.11B | 49.78B | 34.94B | 29.28B |
| Gross Profit | 12.83B | 11.30B | 13.30B | 10.29B | 6.96B | 6.34B |
| EBITDA | 6.11B | 3.96B | 6.67B | 4.12B | 1.69B | 1.45B |
| Net Income | 1.53B | 918.79M | 1.86B | 1.04B | 613.43M | 500.10M |
Balance Sheet | ||||||
| Total Assets | 57.69B | 61.03B | 56.07B | 53.51B | 31.86B | 23.82B |
| Cash, Cash Equivalents and Short-Term Investments | 11.18B | 11.00B | 13.17B | 10.23B | 5.00B | 3.29B |
| Total Debt | 30.82B | 31.05B | 29.36B | 32.02B | 15.24B | 10.88B |
| Total Liabilities | 41.01B | 41.78B | 39.53B | 40.33B | 22.01B | 15.50B |
| Stockholders Equity | 11.14B | 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 | 813.45M |
| 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
Negative
691.00
Price Trends
708.34
Negative
821.52
Negative
797.97
Negative
Market Momentum
-20.22
Negative
39.78
Neutral
46.04
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2884, the sentiment is Negative. The current price of 691 is above the 20-day moving average (MA) of 637.25, below the 50-day MA of 708.34, and below the 200-day MA of 797.97, indicating a bearish trend. The MACD of -20.22 indicates Negative momentum. The RSI at 39.78 is Neutral, neither overbought nor oversold. The STOCH value of 46.04 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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 |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥22.07B | 13.12 | ― | 1.87% | 4.26% | 27.55% | |
72 Outperform | ¥32.65B | 12.40 | ― | 1.96% | 0.57% | 7.20% | |
63 Neutral | ¥23.83B | 21.80 | ― | 1.87% | 1.95% | -57.52% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
58 Neutral | ¥22.11B | 8.24 | ― | 2.05% | 0.48% | 302.96% | |
52 Neutral | ¥23.96B | 17.87 | ― | 1.32% | -0.63% | -0.70% | |
47 Neutral | ¥14.93B | 16.18 | ― | ― | -1.08% | -50.76% |
* Consumer Defensive Sector Average
JP:2884
Yoshimura Food Holdings KK
625.00
-391.00
-38.48%
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Yoshimura Food Holdings KK Corporate Events
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...
Yoshimura Food Expands Shareholder Perks to Boost Long-Term Investment
Apr 15, 2026
Yoshimura Food Holdings has approved an expansion of its shareholder benefit program, which uses gift sets of group company products to reward long-term investors. The move underscores the company’s reliance on its food portfolio, including ...
Yoshimura Food Misses Profit Forecasts on Scallop Slump and Overseas Weakness
Apr 15, 2026
Yoshimura Food Holdings reported that full-year consolidated results for the fiscal year ended February 2026 missed earlier profit forecasts despite slightly exceeding projected net sales. Profit attributable to owners of the parent dropped sharpl...
Yoshimura Food Holdings Profits Slump in FY2026, Company Targets Earnings Rebound in FY2027
Apr 15, 2026
Yoshimura Food Holdings reported a slight 1.1% decline in net sales to ¥57.5 billion for the fiscal year ended February 28, 2026, but a sharp fall in profitability, with operating profit down 62.3% to ¥1.57 billion and profit attributabl...
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.