Yoshimura Food Holdings KK (2884) AI Stock Analysis

• Market Cap: ¥16.71B
• Dividend Yield: N/A
• Average Volume (3M): 145.01K
• Price to Earnings (P/E): 10.6
• Beta (1Y): 0.76
• Revenue Growth: 3.07%
• EPS Growth: 50.05%
• Country: JP
• Employees: 880
• Sector: Consumer Defensive
• Sector Strength: 42
• Industry: Packaged Foods
• EPS (TTM): 10.15
• Shares Outstanding: 24,083,370
• 10 Day Avg. Volume: 289,990
• 30 Day Avg. Volume: 145,013
• PEG Ratio: 0.16
• Price to Book (P/B): 2.13
• Price to Sales (P/S): 0.40
• P/FCF Ratio: 4.18
• 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: Moderate Buy
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 69 Neutral
• Price Target: ¥760.00 ▲(9.51% Upside)

The overall stock score of 69 reflects strong financial performance as the most significant factor, supported by reasonable valuation. However, technical analysis indicates a potential bearish trend, which tempers the overall score. The absence of earnings call data and corporate events means these factors do not influence the score.

Positive Factors

Revenue Growth

Strong revenue growth indicates effective market penetration and product demand, supporting long-term business expansion and stability.

Cash Generation

Robust cash generation enhances financial flexibility, allowing for reinvestment in growth opportunities and reducing reliance on external financing.

Profit Margins

Improved profit margins reflect effective cost management and operational efficiency, contributing to sustainable profitability.

Negative Factors

Leverage

Moderate leverage may limit financial flexibility and increase risk during economic downturns, potentially impacting long-term stability.

Equity Ratio

A relatively low equity ratio suggests limited buffer against financial distress, which could affect the company's ability to withstand economic challenges.

Stock Performance

A bearish trend in stock performance may reflect market concerns, potentially affecting investor confidence and capital raising ability.

Yoshimura Food Holdings KK Business Overview & Revenue Model

Company Description

Yoshimura Food Holdings K.K. manufactures and sells food products. The company offers commercial food materials; Chinese dishes; dried noodles, buckwheat flour, etc.; meat and processed food products; sake products; and frozen foods, including frozen fried oysters, fried chicken fillets, sashimi cutlet, and fried crab claws; peanut butter cream and chocolate cream; frozen tuna; jellies; sell pork cutlet, etc. It also provides seafood products; frozen paste products; scrolls and rice balls; chilled and frozen foods; fishery food; dumplings; and freeze-dried food, etc. In addition, the company is involved in the import and wholesale of frozen marine products; and sale of flour products. The company was founded in 2008 and is headquartered in Tokyo, Japan.

How the Company Makes Money

Yoshimura Food Holdings generates revenue through several key streams. The primary source of income comes from the sale of its ready-to-eat meals and processed foods, distributed through various retail channels, including supermarkets and convenience stores. In addition, the company earns revenue from its food service operations, supplying meals to restaurants and catering services. Significant partnerships with distributors and retailers enhance its market reach, while ongoing innovation in product offerings helps attract a broader customer base. Furthermore, the company may also benefit from international sales, expanding its footprint in global markets.

Yoshimura Food Holdings KK Financial Statement Overview

Summary

Yoshimura Food Holdings KK exhibits solid financial performance with strong revenue and profit growth, improved margins, and efficient capital structure management. The company has a commendable ability to generate cash and profitability through its operations, despite moderate leverage.

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	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	58.53B	58.54B	49.78B	34.94B	29.28B	29.29B
Gross Profit	12.83B	13.30B	10.29B	6.96B	6.34B	6.21B
EBITDA	6.51B	7.50B	4.07B	2.42B	1.76B	1.66B
Net Income	1.53B	1.86B	1.03B	613.43M	500.10M	323.61M
Balance Sheet
Total Assets	57.69B	56.07B	52.19B	31.86B	23.74B	23.64B
Cash, Cash Equivalents and Short-Term Investments	11.18B	13.17B	10.23B	5.00B	3.29B	4.94B
Total Debt	30.82B	28.91B	31.61B	14.89B	10.56B	11.08B
Total Liabilities	41.01B	39.53B	39.68B	22.01B	15.43B	15.83B
Stockholders Equity	11.14B	11.04B	8.70B	7.48B	6.31B	5.47B
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: Negative
• Last Price: 694.00
• 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:2884, the sentiment is Negative. The current price of 694 is below the 20-day moving average (MA) of 696.20, below the 50-day MA of 703.56, and below the 200-day MA of 884.11, indicating a bearish trend. The MACD of -3.45 indicates Negative momentum. The RSI at 48.47 is Neutral, neither overbought nor oversold. The STOCH value of 32.54 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

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2932	78 Outperform	¥22.60B	11.09	―	3.67%	8.75%	4.38%
2884	69 Neutral	¥16.71B	10.64	―	―	3.07%	50.05%
2804	66 Neutral	¥23.81B	9.61	―	2.06%	0.99%	830.67%
2830	63 Neutral	―	―	―	0.54%	1.04%	13.64%
Sector *	62 Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
2819	62 Neutral	¥23.47B	17.76	―	1.87%	3.08%	-16.77%
2933	59 Neutral	¥24.36B	15.31	―	1.87%	3.06%	-53.49%

Yoshimura Food Holdings KK Corporate Events

Yoshimura Food Holdings Reports Decline in Financial Results

Yoshimura Food Holdings K.K. reported a decline in its consolidated financial results for the six months ended August 31, 2025, with net sales decreasing by 3.4% and operating profit dropping by 52.3% compared to the previous year. The company has revised its forecast for the fiscal year ending February 28, 2026, indicating a continued decrease in net sales and profits, which may impact its market positioning and stakeholder confidence.