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Takizawa Ham Co., Ltd.
(2293)
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Rating:46Neutral
Price Target:
¥2,675.00
▼(-4.05% Downside)
Action:Reiterated
Date:08/17/26
The score is held back primarily by weak financial performance—declining/soft revenue, operating losses, and elevated leverage—despite an encouraging rebound in 2026 operating and free cash flow. Technicals are broadly neutral with mild positive momentum, while valuation is constrained by losses (negative P/E) and only a modest dividend yield.
Positive Factors
2026 Cash Flow Rebound
The return to positive free cash flow improves internal funding capacity and supports investment or debt servicing. If operating cash generation remains positive, it can provide resilience despite current accounting losses and reduce reliance on external financing.
Negative Factors
Persistent Revenue Decline
Sustained revenue contraction suggests weakening demand, distribution, or product competitiveness in the processed-meat and delicatessen businesses. Lower sales reduce operating leverage and make it harder to absorb fixed costs, limiting the prospects for durable profit recovery.
Read all positive and negative factors
Positive Factors
Negative Factors
2026 Cash Flow Rebound
The return to positive free cash flow improves internal funding capacity and supports investment or debt servicing. If operating cash generation remains positive, it can provide resilience despite current accounting losses and reduce reliance on external financing.
Read all positive factors
Takizawa Ham Co., Ltd. (2293) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥5.57B
Dividend Yield0.74%
Average Volume (3M)1.03K
Price to Earnings (P/E)―
Beta (1Y)0.18
Revenue Growth-3.61%
EPS Growth76.41%
CountryJP
Employees303
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)-69.16
Shares Outstanding2,102,000
10 Day Avg. Volume1,860
30 Day Avg. Volume1,026
Financial Highlights & Ratios
PEG Ratio0.46
Price to Book (P/B)1.68
Price to Sales (P/S)0.21
P/FCF Ratio15.42
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)N/A
Revenue Forecast (FY)N/A
Takizawa Ham Co., Ltd. Business Overview & Revenue Model
Company Description
Headquartered in Tochigi, Japan, Takizawa Ham Co., Ltd. is a long-established food producer, having been founded in 1918. The company's core business involves the production and sale of various processed meat products across Japan, including popul...
How the Company Makes Money
Takizawa Ham makes money primarily by selling processed meat products and related prepared foods. Key revenue streams include (1) sales of packaged processed meats (e.g., ham, sausages, bacon) to retail channels such as supermarkets and other food...
Takizawa Ham Co., Ltd. Financial Statement Overview
Summary
Income Statement
34
Negative
Balance Sheet
45
Neutral
Cash Flow
56
Neutral
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 26.79B | 26.57B | 28.09B | 28.21B | 29.46B | 29.48B |
| Gross Profit | 3.51B | 3.53B | 3.74B | 4.33B | 3.99B | 4.31B |
| EBITDA | 159.54M | 167.68M | 152.39M | 791.47M | 514.49M | 873.81M |
| Net Income | -142.02M | -230.41M | -495.22M | 123.81M | -191.04M | 174.79M |
Balance Sheet | ||||||
| Total Assets | 12.21B | 12.07B | 12.47B | 13.67B | 12.80B | 13.56B |
| Cash, Cash Equivalents and Short-Term Investments | 1.88B | 1.97B | 1.41B | 1.99B | 1.93B | 2.36B |
| Total Debt | 4.94B | 4.90B | 4.96B | 4.92B | 5.18B | 5.64B |
| Total Liabilities | 8.97B | 8.73B | 8.99B | 9.66B | 9.15B | 9.72B |
| Stockholders Equity | 3.24B | 3.34B | 3.48B | 4.01B | 3.66B | 3.84B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 363.79M | -267.69M | 669.80M | 199.70M | 747.80M |
| Operating Cash Flow | 0.00 | 475.08M | 3.15M | 796.74M | 281.88M | 962.66M |
| Investing Cash Flow | 0.00 | 295.30M | -496.94M | -254.96M | 12.18M | -138.03M |
| Financing Cash Flow | 0.00 | -211.40M | -190.49M | -477.89M | -729.86M | -421.78M |
Takizawa Ham Co., Ltd. Technical Analysis
Negative
2788.00
Price Trends
2709.74
Positive
2699.48
Positive
2764.39
Negative
Market Momentum
-1.25
Positive
46.95
Neutral
20.39
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2293, the sentiment is Negative. The current price of 2788 is above the 20-day moving average (MA) of 2723.70, above the 50-day MA of 2709.74, and above the 200-day MA of 2764.39, indicating a neutral trend. The MACD of -1.25 indicates Positive momentum. The RSI at 46.95 is Neutral, neither overbought nor oversold. The STOCH value of 20.39 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2293.
Takizawa Ham Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
65 Neutral | ¥56.79B | 5.87 | 13.60% | 2.27% | 1.49% | 155.40% | |
63 Neutral | ¥273.02B | 14.49 | ― | 2.61% | 0.50% | 20.92% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
56 Neutral | ¥595.49B | 17.58 | 6.59% | 2.04% | 7.32% | 43.91% | |
49 Neutral | ¥13.86B | 42.14 | ― | 1.61% | 2.79% | -56.09% | |
46 Neutral | ¥5.57B | -39.18 | ― | ― | -3.61% | 76.41% | |
44 Neutral | ¥1.71B | 25.46 | ― | ― | -2.98% | ― |
* Consumer Defensive Sector Average
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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.