Yamami Co. (2820) AI Stock Analysis

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Yamami Co.

(TSE/TYO:2820)

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Rating:72Outperform

Price Target:JPY 8,469.00▲(5.20% Upside)

Action:reiterated

Date:11/13/26

The score is supported primarily by improving profitability and a strengthening, low-leverage balance sheet, plus strong bullish price trends. This is tempered by weaker cash conversion and slightly negative free cash flow in 2026, and a relatively high P/E with a modest dividend yield.

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)

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

Income statement and balance sheet are solid (revenue growth and improved margins; conservative and improving leverage with better returns on equity). The main drag is cash flow: operating cash flow trails net income and free cash flow turned slightly negative in 2026, reducing flexibility despite stronger reported earnings.

Income Statement

78Positive

Balance Sheet

84Very Positive

Cash Flow

56Neutral

Financial statement breakdown
Breakdown	TTM	Jun 2025	Jun 2024	Jun 2023	Jun 2022	Jun 2021
Income Statement
Total Revenue	23.24B	23.24B	21.06B	19.00B	16.18B	13.81B
Gross Profit	5.54B	5.54B	4.32B	4.45B	3.23B	2.85B
EBITDA	4.56B	4.56B	3.45B	3.61B	2.52B	2.52B
Net Income	1.92B	1.92B	1.50B	1.48B	802.50M	606.57M
Balance Sheet
Total Assets	18.45B	18.45B	16.00B	15.55B	13.83B	13.41B
Cash, Cash Equivalents and Short-Term Investments	415.08M	415.08M	856.52M	840.98M	404.48M	160.85M
Total Debt	2.35B	2.35B	2.26B	2.23B	2.75B	3.53B
Total Liabilities	6.60B	6.60B	5.57B	6.04B	5.54B	5.73B
Stockholders Equity	11.85B	11.85B	10.43B	9.51B	8.29B	7.69B
Cash Flow
Free Cash Flow	0	-8.36M	179.68M	1.17B	1.07B	1.28B
Operating Cash Flow	0	4.01B	2.79B	2.85B	2.16B	2.18B
Investing Cash Flow	0	-4.03B	-2.22B	-1.63B	-946.13M	-846.50M
Financing Cash Flow	0	-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
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:2820	72Outperform	JPY 56.09B	23.80	―	1.04%	12.88%	43.65%
JP:2831	71Outperform	JPY 34.68B	10.35	―	1.90%	2.00%	35.75%
JP:2804	65Neutral	JPY 23.71B	21.60	―	2.41%	0.22%	-55.63%
JP:2915	65Neutral	JPY 32.96B	10.84	―	3.90%	3.01%	14.24%
JP:2910	59Neutral	JPY 36.53B	173.48	―	1.75%	0.59%	-50.98%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%
JP:2923	52Neutral	JPY 34.65B	18.89	―	1.09%	6.18%	-35.54%

* General Sector Average

Performance Comparison

JP:2820 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2820	Yamami Co.	8050.00	3523.17	77.83%
JP:2804	Bull-Dog Sauce Co., Ltd.	1870.00	-31.44	-1.65%
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%

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

Yamami Co. AI Stock Analysis