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Yamami Co.
(2820)
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Rating:75Outperform
Price Target:
¥5,586.00
▲(12.85% Upside)
Action:Upgraded
Date:07/02/26
The score is driven primarily by solid financial performance (growth, profitability, and strengthened balance sheet) and supportive technical momentum (price above key moving averages with positive MACD). These positives are tempered by valuation that looks only fair (P/E ~20.6 with a modest ~1.65% dividend yield) and financial risks from volatile free cash flow and a slight EBIT margin decline.
Positive Factors
Strong balance sheet
Yamami's strengthened equity position and declining leverage indicate durable financial stability. A healthy equity ratio provides capacity for capital expenditure, supports working capital through seasonality, and reduces refinancing risk, enabling longer-term strategic flexibility.
Negative Factors
Volatile free cash flow
Significant fluctuations in free cash flow impair reliable capital planning and can force short-term financing or cutbacks in investment during troughs. This volatility reduces predictability of shareholder returns and complicates funding of strategic initiatives over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong balance sheet
Yamami's strengthened equity position and declining leverage indicate durable financial stability. A healthy equity ratio provides capacity for capital expenditure, supports working capital through seasonality, and reduces refinancing risk, enabling longer-term strategic flexibility.
Read all positive factors
Yamami Co. (2820) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥35.12B
Dividend Yield1.56%
Average Volume (3M)22.51K
Price to Earnings (P/E)21.0
Beta (1Y)-0.16
Revenue Growth10.38%
EPS Growth16.84%
CountryJP
Employees267
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)215.68
Shares Outstanding6,967,500
10 Day Avg. Volume34,650
30 Day Avg. Volume22,510
Financial Highlights & Ratios
PEG Ratio12.68
Price to Book (P/B)3.27
Price to Sales (P/S)1.62
P/FCF Ratio189.62
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)268.4
Revenue Forecast (FY)¥25.00B
Yamami Co. Business Overview & Revenue Model
Company Description
Yamami Company, a Japanese enterprise, specializes in the production and distribution of tofu. Its comprehensive product portfolio features a wide range of tofu varieties, including cotton, silk, filled, cut, commercial-grade, and deep-fried optio...
How the Company Makes Money
Yamami primarily makes money by manufacturing and selling soybean-based foods (notably tofu and fried tofu products). Revenue is generated from product sales to customers in Japan, including retailers (e.g., supermarkets) and foodservice/wholesale...
Yamami Co. Financial Statement Overview
Summary
Income Statement
75
Positive
Balance Sheet
80
Positive
Cash Flow
70
Positive
| Breakdown | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 | Jun 2020 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 21.06B | 19.00B | 16.18B | 13.81B | 13.62B |
| Gross Profit | 4.32B | 4.45B | 3.23B | 2.85B | 3.43B |
| EBITDA | 3.45B | 3.61B | 2.52B | 2.52B | 2.47B |
| Net Income | 1.50B | 1.48B | 802.50M | 606.57M | 511.16M |
Balance Sheet | |||||
| Total Assets | 16.00B | 15.55B | 13.83B | 13.41B | 13.64B |
| Cash, Cash Equivalents and Short-Term Investments | 856.52M | 840.98M | 404.48M | 160.85M | 304.02M |
| Total Debt | 2.26B | 2.23B | 2.75B | 3.53B | 4.35B |
| Total Liabilities | 5.57B | 6.04B | 5.54B | 5.73B | 6.39B |
| Stockholders Equity | 10.43B | 9.51B | 8.29B | 7.69B | 7.25B |
Cash Flow | |||||
| Free Cash Flow | 179.68M | 1.17B | 1.07B | 1.28B | 1.93B |
| Operating Cash Flow | 2.79B | 2.85B | 2.16B | 2.18B | 2.60B |
| Investing Cash Flow | -2.22B | -1.63B | -946.13M | -846.50M | -667.78M |
| Financing Cash Flow | -548.94M | -786.98M | -966.09M | -1.43B | -1.88B |
Yamami Co. Technical Analysis
Positive
4950.00
Price Trends
4354.12
Positive
4530.81
Positive
4509.35
Positive
Market Momentum
145.42
Negative
63.27
Neutral
80.62
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2820, the sentiment is Positive. The current price of 4950 is above the 20-day moving average (MA) of 4635.29, above the 50-day MA of 4354.12, and above the 200-day MA of 4509.35, indicating a bullish trend. The MACD of 145.42 indicates Negative momentum. The RSI at 63.27 is Neutral, neither overbought nor oversold. The STOCH value of 80.62 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:2820.
Yamami Co. Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥35.12B | 20.96 | ― | 1.56% | 10.38% | 16.84% | |
72 Outperform | ¥32.84B | 12.46 | ― | 1.96% | 0.57% | 7.20% | |
65 Neutral | ¥31.95B | 9.87 | ― | 2.23% | 0.71% | -9.87% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | ¥41.16B | 14.69 | ― | 0.80% | 11.39% | 43.67% | |
58 Neutral | ¥22.16B | 9.25 | ― | 2.05% | 0.49% | 301.38% | |
52 Neutral | ¥35.66B | 357.60 | ― | 1.65% | -0.17% | -70.24% |
* Consumer Defensive Sector Average
JP:2820
Yamami Co.
5,040.00
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1.32%
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Yamami Co. Corporate Events
Yamami Co. Lifts Profit Sharply and Confirms Strong FY2026 Outlook
May 13, 2026
Yamami Co. reported non-consolidated net sales of ¥17.45 billion for the nine months to March 31, 2026, up 9.9% year on year, with operating profit jumping 50.7% to ¥1.998 billion and ordinary profit rising 52.5%. Profit increased 14.1% ...
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.