MEGMILK SNOW BRAND Co., Ltd. (JP:2270)
:2270
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MEGMILK SNOW BRAND Co., Ltd.
(2270)
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Rating:70Outperform
Price Target:
¥3,652.00
▲(12.89% Upside)
Action:Upgraded
Date:05/15/26
The score is primarily driven by improved profitability and a conservative balance sheet, supported by attractive valuation (low P/E and ~3% yield). These positives are tempered by weaker cash conversion (negative free cash flow) and soft technical momentum (negative MACD with low RSI/Stoch).
Positive Factors
Improved profitability
Net margin expanding to ~5.3% and ROE rising to ~13.8% indicate durable improvement in core earnings quality. Stronger profitability provides internal funding for reinvestment, supports returns to shareholders, and increases resilience to cost fluctuations in a low-growth food market.
Negative Factors
Negative free cash flow
FCF swung to roughly -¥4.4B in 2026 despite higher net income, signaling weaker cash conversion. If sustained, negative FCF can limit capex, reduce dividend flexibility, or force external financing, undermining the benefits of a conservative balance sheet over time.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved profitability
Net margin expanding to ~5.3% and ROE rising to ~13.8% indicate durable improvement in core earnings quality. Stronger profitability provides internal funding for reinvestment, supports returns to shareholders, and increases resilience to cost fluctuations in a low-growth food market.
Read all positive factors
MEGMILK SNOW BRAND Co., Ltd. (2270) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥211.96B
Dividend Yield2.47%
Average Volume (3M)167.82K
Price to Earnings (P/E)6.5
Beta (1Y)0.38
Revenue Growth>-0.01%
EPS Growth155.92%
CountryJP
Employees5,731
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)524.95
Shares Outstanding63,835,457
10 Day Avg. Volume230,700
30 Day Avg. Volume167,820
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)0.85
Price to Sales (P/S)0.33
P/FCF Ratio-46.22
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)356
Revenue Forecast (FY)¥621.00B
MEGMILK SNOW BRAND Co., Ltd. Business Overview & Revenue Model
Company Description
MEGMILK SNOW BRAND Co.,Ltd. manufactures and sells cow's milk, milk products, and other food products in Japan and internationally. It offers dairy products, including butter, margarine, cheese, condensed and skim milk, etc.; beverages and dessert...
How the Company Makes Money
null...
MEGMILK SNOW BRAND Co., Ltd. Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
80
Positive
Cash Flow
52
Neutral
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 615.76B | 615.82B | 605.42B | 584.31B | 558.40B |
| Gross Profit | 104.36B | 101.50B | 98.28B | 87.19B | 89.44B |
| EBITDA | 35.87B | 36.31B | 45.96B | 30.65B | 34.67B |
| Net Income | 32.90B | 13.90B | 19.43B | 9.13B | 12.07B |
Balance Sheet | |||||
| Total Assets | 426.82B | 431.07B | 431.22B | 410.13B | 401.89B |
| Cash, Cash Equivalents and Short-Term Investments | 14.04B | 21.37B | 29.00B | 20.35B | 19.99B |
| Total Debt | 46.31B | 55.86B | 58.87B | 69.88B | 72.23B |
| Total Liabilities | 186.07B | 183.03B | 195.92B | 194.22B | 192.36B |
| Stockholders Equity | 237.67B | 244.68B | 232.09B | 212.88B | 206.78B |
Cash Flow | |||||
| Free Cash Flow | -4.39B | 167.00M | 11.88B | 7.04B | 9.45B |
| Operating Cash Flow | 22.90B | 21.10B | 30.46B | 26.81B | 29.42B |
| Investing Cash Flow | 7.17B | -18.51B | -6.31B | -19.62B | -20.21B |
| Financing Cash Flow | -37.46B | -10.38B | -15.64B | -7.29B | -11.26B |
MEGMILK SNOW BRAND Co., Ltd. Technical Analysis
Positive
3235.00
Price Trends
3293.55
Positive
3289.59
Positive
3089.72
Positive
Market Momentum
57.08
Negative
60.13
Neutral
79.16
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2270, the sentiment is Positive. The current price of 3235 is below the 20-day moving average (MA) of 3379.00, below the 50-day MA of 3293.55, and above the 200-day MA of 3089.72, indicating a bullish trend. The MACD of 57.08 indicates Negative momentum. The RSI at 60.13 is Neutral, neither overbought nor oversold. The STOCH value of 79.16 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2270.
MEGMILK SNOW BRAND Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
70 Outperform | ¥211.96B | 6.51 | ― | 2.47% | >-0.01% | 155.92% | |
65 Neutral | ¥341.87B | 54.26 | 1.86% | 1.64% | 12.09% | 13.34% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | ¥423.79B | 15.66 | ― | 2.42% | 1.83% | 340.84% | |
60 Neutral | ¥163.81B | 6.07 | 12.56% | 3.44% | 4.40% | 91.05% | |
59 Neutral | ¥1.01T | 28.37 | 5.97% | 2.96% | 1.70% | -30.43% | |
53 Neutral | ¥314.79B | 28.25 | ― | 1.45% | 15.06% | 399.49% |
* Consumer Defensive Sector Average
JP:2270
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MEGMILK SNOW BRAND Co., Ltd. Corporate Events
MEGMILK SNOW BRAND to Revamp Leadership With Change of Representative Director
May 14, 2026
MEGMILK SNOW BRAND has announced a change in its top management, with the Board of Directors resolving on May 14, 2026 to replace its Representative Director as part of efforts to overhaul the leadership structure. The move reflects the company...
Megmilk Snow Brand to Shut Kawagoe Plant and Consolidate Kanto Production
May 14, 2026
MEGMILK SNOW BRAND will overhaul its production footprint in Japan’s Kanto region by shutting down manufacturing at the Kawagoe Plant and consolidating output at its Ebina and Noda plants, as well as at group company Luna Bussan. The move, f...
Megmilk Snow Brand Launches ¥10 Billion Share Buyback Under 2030 Plan
May 14, 2026
Megmilk Snow Brand Co., Ltd. has approved a share repurchase program under Japan’s Companies Act as part of its capital policy in the “Next Design 2030” management plan. The company aims to enhance capital efficiency by adjusting...
MEGMILK SNOW BRAND Lifts Bottom Line on Extraordinary Gains, Sees Profit Rebound Ahead
May 14, 2026
MEGMILK SNOW BRAND reported consolidated results for the fiscal year ended March 31, 2026, showing largely flat net sales and modest declines in operating and ordinary profit compared with the previous year. Profit attributable to owners of parent...
MEGMILK SNOW BRAND Profit Soars Despite Flat Sales, Signals Earnings Slowdown Ahead
May 14, 2026
MEGMILK SNOW BRAND reported flat consolidated net sales of ¥615.8 billion for the year ended March 31, 2026, while operating profit slipped 4.5% to ¥18.3 billion and ordinary profit edged up 1.1% to ¥20.5 billion. Profit attributabl...
MEGMILK SNOW BRAND to Cancel Nearly 10% of Outstanding Shares
Mar 24, 2026
MEGMILK SNOW BRAND Co., Ltd. has resolved to cancel 6,916,400 shares of its own common stock, representing 9.8% of its issued shares prior to cancellation. The move, approved by the Board of Directors under Article 178 of the Companies Act, covers...
Megmilk Snow Brand Completes ¥20 Billion Share Buyback and Plans Cancellation
Mar 16, 2026
MEGMILK SNOW BRAND Co., Ltd. has completed a share repurchase program authorized under Japan’s Companies Act, buying back 123,700 common shares between March 1 and March 13, 2026, via market purchases on the Tokyo Stock Exchange for a total ...
Megmilk Snow Brand Nears Completion of ¥20 Billion Share Buyback Program
Mar 3, 2026
MEGMILK SNOW BRAND has disclosed the results of its February 2026 share repurchase, buying back 211,500 common shares on the Tokyo Stock Exchange for a total of ¥733.94 million during the month. The purchases are part of a broader buyback pro...
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.