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Yamami Co.
(2820)
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Rating:70Outperform
Price Target:
¥7,238.00
▲(46.22% Upside)
Action:Reiterated
Date:08/19/26
The score is driven primarily by improving profitability and a strengthening, low-leverage balance sheet. This is tempered by mixed cash conversion and recently negative free cash flow, plus technically overbought indicators despite an otherwise strong uptrend. Valuation is reasonable but not notably cheap, with a modest dividend yield.
Positive Factors
Revenue and Margin Expansion
Revenue expanded steadily from 2021 to 2026, with a strong step-up in 2023–2024, while net margin rose from about 3.8% to 8.3%. This combination indicates improving operating economics and growing earnings capacity, supporting reinvestment and resilience over the next several quarters.
Negative Factors
Weak Cash Conversion
Operating cash flow has remained below net income, with conversion of roughly 0.68–0.79x across the years shown. That gap can absorb funding capacity through working-capital timing or other cash demands, making earnings less immediately available for reinvestment, debt reduction, or shareholder returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Margin Expansion
Revenue expanded steadily from 2021 to 2026, with a strong step-up in 2023–2024, while net margin rose from about 3.8% to 8.3%. This combination indicates improving operating economics and growing earnings capacity, supporting reinvestment and resilience over the next several quarters.
Read all positive factors
Yamami Co. (2820) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥43.48B
Dividend Yield1.28%
Average Volume (3M)20.03K
Price to Earnings (P/E)22.6
Beta (1Y)-0.20
Revenue Growth10.32%
EPS Growth27.91%
CountryJP
Employees256
SectorGeneral
Sector StrengthN/A
IndustryPackaged Foods
Share Statistics
EPS (TTM)240.47
Shares Outstanding6,967,500
10 Day Avg. Volume19,660
30 Day Avg. Volume20,033
Financial Highlights & Ratios
PEG Ratio0.63
Price to Book (P/B)2.86
Price to Sales (P/S)1.46
P/FCF Ratio-4.06K
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)252.6
Revenue Forecast (FY)¥25.30B
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 generates revenue by manufacturing and selling tofu and other soybean-based processed foods (including related variations and packaged items) through domestic distribution to retailers and potentially food-service customers. Its r...
Yamami Co. Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
84
Very Positive
Cash Flow
56
Neutral
| Breakdown | TTM | Jun 2025 | Jun 2024 | Jun 2023 | Jun 2022 | Jun 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 22.63B | 23.24B | 21.06B | 19.00B | 16.18B | 13.81B |
| Gross Profit | 5.21B | 5.54B | 4.32B | 4.45B | 3.23B | 2.85B |
| EBITDA | 4.30B | 4.56B | 3.45B | 3.61B | 2.52B | 2.52B |
| Net Income | 1.68B | 1.92B | 1.50B | 1.48B | 802.50M | 606.57M |
Balance Sheet | ||||||
| Total Assets | 17.06B | 18.45B | 16.00B | 15.55B | 13.83B | 13.41B |
| Cash, Cash Equivalents and Short-Term Investments | 715.01M | 415.08M | 856.52M | 840.98M | 404.48M | 160.85M |
| Total Debt | 1.86B | 2.35B | 2.26B | 2.23B | 2.75B | 3.53B |
| Total Liabilities | 5.72B | 6.60B | 5.57B | 6.04B | 5.54B | 5.73B |
| Stockholders Equity | 11.33B | 11.85B | 10.43B | 9.51B | 8.29B | 7.69B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -8.36M | 179.68M | 1.17B | 1.07B | 1.28B |
| Operating Cash Flow | 0.00 | 4.01B | 2.79B | 2.85B | 2.16B | 2.18B |
| Investing Cash Flow | 0.00 | -4.03B | -2.22B | -1.63B | -946.13M | -846.50M |
| Financing Cash Flow | 0.00 | -416.61M | -548.94M | -786.98M | -966.09M | -1.43B |
Yamami Co. Technical Analysis
Positive
4950.00
Price Trends
5340.38
Positive
4819.62
Positive
4722.02
Positive
Market Momentum
281.72
Negative
71.83
Negative
73.28
Neutral
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 below the 20-day moving average (MA) of 5965.50, below the 50-day MA of 5340.38, and above the 200-day MA of 4722.02, indicating a bullish trend. The MACD of 281.72 indicates Negative momentum. The RSI at 71.83 is Negative, neither overbought nor oversold. The STOCH value of 73.28 is Neutral, 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 (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥33.98B | 10.41 | ― | 3.27% | 1.78% | 10.63% | |
74 Outperform | ¥34.68B | 10.35 | ― | 1.90% | 2.00% | 35.75% | |
70 Outperform | ¥43.48B | 22.62 | ― | 1.28% | 10.32% | 27.91% | |
65 Neutral | ¥23.67B | 18.41 | ― | 2.03% | 0.16% | -44.46% | |
63 Neutral | ¥39.95B | 14.26 | ― | 0.95% | 11.39% | 43.67% | |
59 Neutral | ¥38.48B | 182.70 | ― | 1.68% | 0.59% | -50.98% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:2820
Yamami Co.
6,580.00
1,566.57
31.25%
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Yamami Co. Corporate Events
Yamami Co. Boosts Earnings and Raises Dividend as Growth Outlook Strengthens
Aug 12, 2026
Yamami Co. reported a strong improvement in non-consolidated results for the year ended June 30, 2026, with net sales up 10.3% to ¥23,238 million and operating profit surging 53.3%. Profit rose 27.9%, margins expanded, and return on equity cl...
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.