Kanemi Co., Ltd. (2669) AI Stock Analysis

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Kanemi Co., Ltd.

(TSE/TYO:2669)

Select Model

Rating:57Neutral

Price Target:JPY 3,871.00▲(0.68% Upside)

Action:reiterated

Date:11/05/26

The overall score is driven primarily by Kanemi's mixed financial performance, featuring a pristine, virtually debt-free balance sheet offset by recent top-line contraction and negative free cash flow. Technical momentum is distinctly bearish as the stock trades below all major moving averages, though deeply oversold indicators hint at limited near-term downside. A fair P/E valuation provides baseline support, but the company must reverse its cash burn to justify a higher rating.

Positive Factors

Very Low LeverageNegligible leverage reduces financial risk and limits interest-related pressure on earnings. This conservative capital structure gives Kanemi greater resilience during operating volatility and preserves flexibility to fund investment, maintain operations, or absorb weaker trading conditions.

Negative Factors

Recent Revenue SlowdownThe latest revenue decline interrupts the company’s prior pattern of growth and signals weaker demand, volume, or product-mix momentum. If sustained, slower sales can reduce operating leverage and make it harder to preserve profitability while funding ongoing business needs.

Kanemi Co., Ltd. (2669) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 35.97B
Dividend Yield: 0.99%
Average Volume (3M): 6,275
Price to Earnings (P/E): 17.8
Beta (1Y): 0.19
Revenue Growth: 0.12%
EPS Growth: 43.05%
Country: Japan
Employees: 1,121
Sector: General
Sector Strength: 55
Industry: Packaged Foods

Kanemi Co., Ltd. Business Overview & Revenue Model

Company Description

Kanemi Co., Ltd. is a Japanese retailer that manages numerous outlets throughout the country. Their offerings primarily consist of various prepared foods, such as sushi and fried items, and they also produce and distribute pre-packaged meals for conv...

How the Company Makes Money

Kanemi Co., Ltd. generates revenue mainly through selling food products—particularly edible oils and fat-based products—into the domestic market. The company’s earnings are driven by (1) product sales volume and product mix across its oil/fat and pro...

Kanemi Co., Ltd. Financial Statement Overview

Summary

Achieves a moderate score anchored by an exceptionally strong, virtually debt-free balance sheet that ensures long-term solvency. However, this stability is offset by recent operational headwinds, including a 4.2% revenue contraction and a sharp decline into negative free cash flow in 2026.

Income Statement

65Positive

Balance Sheet

90Very Positive

Cash Flow

40Negative

Financial statement breakdown
Breakdown	Feb 2026	Feb 2025	Feb 2024	Feb 2023	Feb 2022
Income Statement
Total Revenue	86.65B	90.48B	87.11B	81.06B	77.63B
Gross Profit	14.91B	15.48B	14.92B	13.36B	12.14B
EBITDA	3.85B	3.76B	4.17B	3.57B	2.96B
Net Income	1.81B	1.95B	1.85B	1.72B	1.32B
Balance Sheet
Total Assets	38.36B	37.67B	36.18B	33.57B	31.90B
Cash, Cash Equivalents and Short-Term Investments	16.78B	18.93B	18.44B	16.96B	15.10B
Total Debt	8.69M	17.44M	17.44M	15.41M	15.41M
Total Liabilities	8.47B	8.58B	8.67B	7.66B	7.45B
Stockholders Equity	29.89B	29.08B	27.51B	25.91B	24.45B
Cash Flow
Free Cash Flow	-1.21B	864.34M	1.94B	1.93B	2.41B
Operating Cash Flow	1.65B	2.92B	3.15B	2.58B	3.19B
Investing Cash Flow	-3.72B	-2.07B	-1.26B	-504.48M	-594.71M
Financing Cash Flow	-1.08B	-372.42M	-401.07M	-225.69M	-148.88M

Kanemi Co., Ltd. Technical Analysis

Technical Analysis SentimentPositive

Last Price3845.00

Price Trends

50DMA3878.00Negative

100DMA3912.07Negative

200DMA3765.96Positive

Market Momentum

MACD-19.07Negative

RSI50.53Neutral

STOCH88.54Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2669, the sentiment is Positive. The current price of 3845.00 is above the 20-day moving average (MA) of 3832.50, below the 50-day MA of 3878.00, and above the 200-day MA of 3765.96, indicating a neutral trend. The MACD of -19.07 indicates Negative momentum. The RSI at 50.53 is Neutral, neither overbought nor oversold. The STOCH value of 88.54 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2669.

Kanemi Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

JP:2669 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:2612	86Outperform	JPY 86.52B	29.13	―	1.45%	-0.53%	10.87%
JP:2831	71Outperform	JPY 33.50B	10.35	―	1.90%	2.00%	35.75%
JP:2915	65Neutral	JPY 32.93B	10.84	―	3.90%	3.01%	14.24%
JP:2910	59Neutral	JPY 36.11B	173.48	―	1.75%	0.59%	-50.98%
JP:2669	57Neutral	JPY 37.04B	17.80	―	0.99%	0.12%	43.05%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
JP:2923	52Neutral	JPY 34.45B	18.89	―	1.09%	6.18%	-35.54%

* General Sector Average

Performance Comparison

JP:2669 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2669	Kanemi Co., Ltd.	3845.00	523.89	15.77%
JP:2612	Kadoya Sesame Mills Incorporated	3095.00	1854.04	149.40%
JP:2831	Hagoromo Foods Corporation	3685.00	481.01	15.01%
JP:2910	Rock Field Co., Ltd.	1374.00	-38.11	-2.70%
JP:2915	KENKO Mayonnaise Co., Ltd.	2025.00	175.50	9.49%
JP:2923	Sato Foods Co., Ltd.	6870.00	-1610.48	-18.99%

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.

Date of analysis: Nov 05, 2026

Kanemi Co., Ltd. AI Stock Analysis