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Kadoya Sesame Mills Incorporated
(2612)
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Rating:74Outperform
Price Target:
¥2,626.00
▼(-34.35% Downside)
Action:Reiterated
Date:09/06/26
The score is primarily supported by strong underlying financial performance—especially the extremely low leverage and solid, improving margins—tempered by mixed growth/cash-flow consistency signals. Technicals are bullish but stretched (overbought), and valuation (P/E ~22.5 with ~1.92% yield) is only moderate, limiting upside in the overall score.
Positive Factors
Very low leverage
Extremely low leverage gives Kadoya substantial financial flexibility and limited refinancing exposure. The sizeable equity base relative to assets provides resilience through weaker demand and leaves capacity to fund operations or pursue growth without relying heavily on additional borrowing.
Negative Factors
Weak revenue growth
Flat annual revenue and sharply negative TTM growth point to limited current top-line expansion in the core sesame-products business. Persistent stagnation could constrain operating leverage, reduce the benefits of scale, and make future profit growth increasingly dependent on margins rather than demand.
Read all positive and negative factors
Positive Factors
Negative Factors
Very low leverage
Extremely low leverage gives Kadoya substantial financial flexibility and limited refinancing exposure. The sizeable equity base relative to assets provides resilience through weaker demand and leaves capacity to fund operations or pursue growth without relying heavily on additional borrowing.
Read all positive factors
Kadoya Sesame Mills Incorporated (2612) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥65.66B
Dividend Yield1.92%
Average Volume (3M)16.71K
Price to Earnings (P/E)22.5
Beta (1Y)0.24
Revenue Growth-1.85%
EPS Growth22.66%
CountryJP
Employees530
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)104.05
Shares Outstanding28,200,000
10 Day Avg. Volume41,860
30 Day Avg. Volume16,706
Financial Highlights & Ratios
PEG Ratio1.01
Price to Book (P/B)1.15
Price to Sales (P/S)1.07
P/FCF Ratio8.08
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
Kadoya Sesame Mills Incorporated Business Overview & Revenue Model
Company Description
Kadoya Sesame Mills Incorporated, a Japanese enterprise, specializes in the creation, manufacturing, and distribution of a diverse array of sesame-derived goods. Their product offerings include culinary oils such as pure, spicy, and light sesame o...
How the Company Makes Money
Kadoya Sesame Mills makes money primarily by manufacturing and selling sesame oil and other sesame-derived food products. Its core revenue model is product sales: the company sources sesame seeds, processes them (e.g., roasting and pressing/refini...
Kadoya Sesame Mills Incorporated Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
92
Very Positive
Cash Flow
70
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 39.67B | 40.03B | 39.45B | 35.68B | 33.69B | 32.19B |
| Gross Profit | 11.67B | 11.32B | 10.15B | 9.78B | 9.44B | 10.16B |
| EBITDA | 5.18B | 4.89B | 4.51B | 4.71B | 4.73B | 5.55B |
| Net Income | 2.87B | 2.72B | 2.36B | 2.25B | 2.22B | 2.77B |
Balance Sheet | ||||||
| Total Assets | 45.00B | 47.35B | 43.54B | 42.67B | 41.49B | 39.36B |
| Cash, Cash Equivalents and Short-Term Investments | 11.62B | 11.98B | 7.88B | 8.70B | 6.89B | 6.15B |
| Total Debt | 224.00M | 61.00M | 68.00M | 71.00M | 71.00M | 0.00 |
| Total Liabilities | 7.96B | 9.90B | 8.27B | 8.31B | 8.76B | 8.21B |
| Stockholders Equity | 37.03B | 37.44B | 35.27B | 34.35B | 32.73B | 31.15B |
Cash Flow | ||||||
| Free Cash Flow | 4.68B | 5.31B | 83.00M | 2.70B | 1.77B | 3.86B |
| Operating Cash Flow | 5.05B | 5.69B | 384.00M | 2.97B | 2.46B | 4.54B |
| Investing Cash Flow | -668.00M | -671.00M | -258.00M | -239.00M | -720.00M | -473.00M |
| Financing Cash Flow | -1.21B | -920.00M | -925.00M | -922.00M | -1.00B | -781.00M |
Kadoya Sesame Mills Incorporated Technical Analysis
Positive
4000.00
Price Trends
1823.40
Positive
1693.93
Positive
1555.05
Positive
Market Momentum
111.89
Negative
79.81
Negative
88.38
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2612, the sentiment is Positive. The current price of 4000 is above the 20-day moving average (MA) of 1850.15, above the 50-day MA of 1823.40, and above the 200-day MA of 1555.05, indicating a bullish trend. The MACD of 111.89 indicates Negative momentum. The RSI at 79.81 is Negative, neither overbought nor oversold. The STOCH value of 88.38 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2612.
Kadoya Sesame Mills Incorporated Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥65.66B | 22.54 | ― | 2.03% | -1.85% | 22.66% | |
71 Outperform | ¥22.84B | 13.33 | ― | 3.13% | 5.68% | -81.28% | |
69 Neutral | ¥194.64B | 17.50 | 5.21% | 2.94% | 7.51% | -53.44% | |
68 Neutral | ¥654.85B | 26.05 | 7.76% | 1.40% | 4.85% | -9.29% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
59 Neutral | ¥75.59B | 14.52 | ― | 3.36% | 0.83% | -17.00% | |
57 Neutral | ¥388.21B | 28.84 | ― | 1.28% | 9.93% | 1562.32% |
* Consumer Defensive Sector Average
JP:2612
Kadoya Sesame Mills Incorporated
2,345.00
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Kadoya Sesame Mills Incorporated Corporate Events
Kadoya Sesame Mills Boosts Profitability Despite Lower Quarterly Sales
Aug 3, 2026
Kadoya Sesame Mills reported a 3.4% year-on-year decline in net sales to ¥10.2 billion for the quarter ended June 2026, but improved profitability, with operating profit rising 10.1% to ¥1.4 billion and profit attributable to owners of t...
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.