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Yamami Co. (2820) AI Stock Analysis

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JP:2820

Yamami Co.

(TSE/TYO:2820)

Select Model
Rating:73Outperform
Price Target:JPY 8,507.00â–²(5.68% Upside)
Action:reiterated
Date:11/13/26

The overall score of 73 is driven by strong technical momentum and a robust financial performance profile, marked by high profitability and a healthy balance sheet. The primary risk is the company's negative free cash flow due to heavy capital expenditures, which, along with a relatively high P/E ratio, prevents a higher score.

Positive Factors
Revenue and Margin GrowthSteady revenue expansion alongside a substantial improvement in net margin indicates stronger earnings power and better operating economics. If maintained, this combination can support reinvestment, improve resilience against cost pressure, and provide a durable foundation for profitability over the next several quarters.
Negative Factors
Weak Cash ConversionCash generation is not keeping pace with reported earnings, which may reflect working-capital drag or timing effects. Persistent under-conversion would reduce the cash available for reinvestment, debt reduction, and shareholder returns, making earnings quality a material consideration over the next several quarters.

Yamami Co. (2820) vs. iShares MSCI Japan ETF (EWJ)

-20%0%20%40%60%80%100%JP:2820+83.61%EWJ+16.06%Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
Market Cap
JPY 56.09B
Dividend Yield
1.04%
Average Volume (3M)
21.63K
Price to Earnings (P/E)
23.8
Beta (1Y)
0.20
Revenue Growth
12.88%
EPS Growth
43.65%
Country
Japan
Employees
276
Sector
General
Sector Strength
55
Industry
Packaged Foods

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 options,...

Yamami Co. Financial Statement Overview

Summary

Strong income statement and balance sheet, with accelerating revenue growth and expanding margins. Cash flow is a concern due to negative free cash flow from heavy reinvestment, tempering the overall financial score.

Income Statement

82Very Positive

Balance Sheet

78Positive

Cash Flow

65Positive
Financial statement breakdown
BreakdownTTMJun 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income Statement
Total Revenue23.24B23.24B21.06B19.00B16.18B13.81B
Gross Profit5.54B5.54B4.32B4.45B3.23B2.85B
EBITDA4.56B4.56B3.45B3.61B2.52B2.52B
Net Income1.92B1.92B1.50B1.48B802.50M606.57M
Balance Sheet
Total Assets18.45B18.45B16.00B15.55B13.83B13.41B
Cash, Cash Equivalents and Short-Term Investments415.08M415.08M856.52M840.98M404.48M160.85M
Total Debt2.35B2.35B2.26B2.23B2.75B3.53B
Total Liabilities6.60B6.60B5.57B6.04B5.54B5.73B
Stockholders Equity11.85B11.85B10.43B9.51B8.29B7.69B
Cash Flow
Free Cash Flow0-8.36M179.68M1.17B1.07B1.28B
Operating Cash Flow04.01B2.79B2.85B2.16B2.18B
Investing Cash Flow0-4.03B-2.22B-1.63B-946.13M-846.50M
Financing Cash Flow0-416.61M-548.94M-786.98M-966.09M-1.43B

Yamami Co. Technical Analysis

Technical Analysis SentimentPositive
Last Price8050.00

Price Trends

50DMA6579.00Positive
100DMA5872.71Positive
200DMA5203.77Positive

Market Momentum

MACD212.14Negative
RSI74.10Negative
STOCH83.96Negative

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 8050.00 is above the 20-day moving average (MA) of 6790.00, above the 50-day MA of 6579.00, and above the 200-day MA of 5203.77, indicating a bullish trend. The MACD of 212.14 indicates Negative momentum. The RSI at 74.10 is Negative, neither overbought nor oversold. The STOCH value of 83.96 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

Overall Rating

UnderperformOutperform
Sector (55)

Financial Indicators

JP:2820 against its peers
NameOverall RatingMarket CapP/E RatioROEDividend YieldRevenue GrowthEPS Growth
JP:2820JP:282073OutperformJPY 53.16B23.80―1.04%12.88%43.65%
JP:2831JP:283171OutperformJPY 33.50B10.35―1.90%2.00%35.75%
JP:2804JP:280465NeutralJPY 23.71B21.60―2.41%0.22%-55.63%
JP:2915JP:291565NeutralJPY 32.93B10.84―3.90%3.01%14.24%
JP:2910JP:291059NeutralJPY 36.11B173.48―1.75%0.59%-50.98%
Sector *55Neutral$6.65B3.83-15.92%6.20%10.91%7.18%
JP:2923JP:292352NeutralJPY 34.45B18.89―1.09%6.18%-35.54%

* General Sector Average

Performance Comparison

0%25%50%75%JP:2820JP:2804JP:2831JP:2910JP:2915JP:2923Dec '25Jan '26Feb '26Mar '26Apr '26May '26Jun '26Jul '26Aug '26Sep '26Oct '26Nov '26
JP:2820 and its peers over the selected period
Show on chartTickerCompany NamePriceChange% Change
JP:2820Yamami Co.8050.003523.1777.83%
JP:2804Bull-Dog Sauce Co., Ltd.1870.00-31.44-1.65%
JP:2831Hagoromo Foods Corporation3685.00481.0115.01%
JP:2910Rock Field Co., Ltd.1374.00-38.11-2.70%
JP:2915KENKO Mayonnaise Co., Ltd.2025.00175.509.49%
JP:2923Sato Foods Co., Ltd.6870.00-1610.48-18.99%

Yamami Co. Corporate Events

Yamami Reports September-Quarter Financial Results

Nov 11, 2026

Yamami Company reported non-consolidated results for the three months ended September 30, 2026, with net sales of ¥6,287 million, up 19.9% from the previous corresponding period; operating profit rose 149.5% to ¥1,020 million, ordinary profit increas...

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 13, 2026