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Yoshimura Food Holdings KK
(2884)
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Rating:48Neutral
Price Target:
¥594.00
▼(-9.31% Downside)
Action:Reiterated
Date:10/17/26
The score is held down primarily by financial risk: high leverage and a 2026 reversal into negative operating/free cash flow, alongside a sharp earnings drop. Technicals also remain weak with negative momentum and the price below key longer-term moving averages. A comparatively low P/E provides partial support but does not offset the balance sheet and cash-flow concerns.
Positive Factors
Historical Revenue Expansion
Strong revenue scaling through 2025 indicates the group had been expanding its sales base across its subsidiary portfolio. This growth provides evidence of product and market traction, while a larger operating platform can support procurement, distribution, and management efficiencies over the next several quarters.
Negative Factors
High Leverage
The debt-heavy capital structure limits financial flexibility and increases the importance of maintaining stable subsidiary earnings. Higher leverage can constrain investment or acquisition capacity, while weaker operating performance may make debt service and future refinancing more demanding.
Read all positive and negative factors
Positive Factors
Negative Factors
Historical Revenue Expansion
Strong revenue scaling through 2025 indicates the group had been expanding its sales base across its subsidiary portfolio. This growth provides evidence of product and market traction, while a larger operating platform can support procurement, distribution, and management efficiencies over the next several quarters.
Read all positive factors
Yoshimura Food Holdings KK (2884) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥13.32B
Dividend YieldN/A
Average Volume (3M)108.82K
Price to Earnings (P/E)8.3
Beta (1Y)0.93
Revenue Growth2.78%
EPS Growth2.48%
CountryJP
Employees985
SectorConsumer Defensive
Sector Strength42
IndustryPackaged Foods
Share Statistics
EPS (TTM)66.85
Shares Outstanding24,095,870
10 Day Avg. Volume172,630
30 Day Avg. Volume108,816
Financial Highlights & Ratios
PEG Ratio-0.54
Price to Book (P/B)2.04
Price to Sales (P/S)0.44
P/FCF Ratio-6.76
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)92.3
Revenue Forecast (FY)¥67.40B
Yoshimura Food Holdings KK Business Overview & Revenue Model
Company Description
Yoshimura Food Holdings K.K. is a Japanese company primarily engaged in the production and distribution of a diverse range of food items. Its extensive product lineup encompasses commercial food ingredients, prepared Chinese cuisine, and various d...
How the Company Makes Money
Yoshimura Food Holdings primarily makes money through consolidated sales generated by its portfolio of subsidiary food manufacturers. Revenue is earned from (1) selling processed food products produced by its subsidiaries to customers such as whol...
Yoshimura Food Holdings KK Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
44
Neutral
Cash Flow
32
Negative
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 58.72B | 57.48B | 58.11B | 49.78B | 34.94B | 29.28B |
| Gross Profit | 11.81B | 11.30B | 13.30B | 10.29B | 6.96B | 6.34B |
| EBITDA | 4.00B | 3.96B | 6.67B | 4.12B | 1.69B | 1.45B |
| Net Income | 1.60B | 918.79M | 1.86B | 1.04B | 613.43M | 500.10M |
Balance Sheet | ||||||
| Total Assets | 64.47B | 61.03B | 56.07B | 53.51B | 31.86B | 23.82B |
| Cash, Cash Equivalents and Short-Term Investments | 12.49B | 11.00B | 13.17B | 10.23B | 5.00B | 3.29B |
| Total Debt | 32.93B | 31.05B | 29.36B | 32.02B | 15.24B | 10.88B |
| Total Liabilities | 43.52B | 41.78B | 39.53B | 40.33B | 22.01B | 15.50B |
| Stockholders Equity | 13.78B | 12.42B | 11.04B | 8.71B | 7.48B | 6.31B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -3.74B | 5.64B | 5.06B | -411.19M | 812.47M |
| Operating Cash Flow | 0.00 | -2.50B | 6.63B | 5.76B | 79.60M | 1.32B |
| Investing Cash Flow | 0.00 | -2.04B | -843.32M | -4.53B | -2.02B | -1.17B |
| Financing Cash Flow | 0.00 | 1.65B | -2.98B | 2.32B | 3.49B | -1.94B |
Yoshimura Food Holdings KK Technical Analysis
Negative
655.00
Price Trends
613.24
Negative
621.12
Negative
727.78
Negative
Market Momentum
-14.62
Positive
34.74
Neutral
15.38
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2884, the sentiment is Negative. The current price of 655 is above the 20-day moving average (MA) of 578.40, above the 50-day MA of 613.24, and below the 200-day MA of 727.78, indicating a bearish trend. The MACD of -14.62 indicates Positive momentum. The RSI at 34.74 is Neutral, neither overbought nor oversold. The STOCH value of 15.38 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2884.
Yoshimura Food Holdings KK Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥33.78B | 10.09 | ― | 1.95% | 2.00% | 35.75% | |
69 Neutral | ¥22.96B | 10.65 | ― | 2.03% | 5.01% | 120.83% | |
65 Neutral | ¥22.24B | 20.19 | ― | 2.57% | 0.22% | -55.34% | |
64 Neutral | ¥23.79B | 12.20 | ― | 1.48% | -1.66% | 101.11% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | ¥23.70B | 26.40 | ― | 1.93% | -0.27% | -62.67% | |
48 Neutral | ¥13.32B | 8.26 | ― | ― | 2.78% | 2.48% |
* Consumer Defensive Sector Average
JP:2884
Yoshimura Food Holdings KK
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Yoshimura Food Holdings KK Corporate Events
Yoshimura Food Books ¥502 Million Bargain Purchase Gain on Hakodate Wine Deal
Oct 15, 2026
Yoshimura Food Holdings K.K. has disclosed that it booked an extraordinary gain of ¥502 million arising from the bargain purchase of Hakodate Wine Co., Ltd., which became a consolidated subsidiary on June 30, 2026. This non-recurring profit r...
Yoshimura Food Holdings Delivers Higher Interim Profit Amid Modest Sales Growth
Oct 15, 2026
Yoshimura Food Holdings reported a 4.5% increase in net sales to ¥29.0 billion for the six months ended August 31, 2026, while operating profit slipped 5.7% to ¥868 million and ordinary profit edged down 1.0% to ¥864 million. Profit...
Yoshimura Food Expands Hokkaido Value Chain with Nihon Kanzume Acquisition
Oct 13, 2026
Yoshimura Food Holdings K.K. has moved to make Nihon Kanzume Co., Ltd. a subsidiary as part of a strategy to strengthen its value chain from upstream production to downstream sales. Nihon Kanzume grows produce with contract farmers in Tokachi, Hok...
Yoshimura Food Holdings to Acquire Hokkaido-Based Frozen Foods Maker Nihon Kanzume
Oct 6, 2026
Yoshimura Food Holdings has agreed to acquire 100% of Nihon Kanzume Co., Ltd., a Hokkaido-based manufacturer of frozen vegetables and retort foods made primarily from agricultural produce grown in the Tokachi region. Nihon Kanzume holds a strong s...
Yoshimura Food’s Daishow to Build New Peanut Processing Plant in Saitama
Sep 14, 2026
Yoshimura Food Holdings’ subsidiary Daishow Co., Ltd. plans to construct a new peanut processing plant in Tokigawa-machi, Saitama Prefecture, to address capacity constraints driven by strong demand for its Peanut Butter Creamy and other prod...
Yoshimura Food Holdings to Acquire Grill Maker Kosei Kogyo for Overseas Expansion Push
Sep 2, 2026
Yoshimura Food Holdings K.K. has resolved to acquire Kosei Kogyo, a Chiba-based manufacturer of commercial grills, making it a subsidiary as part of its strategy to strengthen its portfolio of high-value-added Japanese food-related products. Kosei...
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.