KENKO Mayonnaise Co., Ltd. (2915) AI Stock Analysis

0 Followers

KENKO Mayonnaise Co., Ltd.

(TSE/TYO:2915)

Select Model

Rating:65Neutral

Price Target:JPY 2,379.00▲(17.48% Upside)

Action:reiterated

Date:08/17/26

The overall score of 65 reflects a mixed outlook. The company's strong balance sheet and attractive valuation are positive, but recent declines in cash flow and net income, along with mixed technical signals, limit upside potential. The stock presents moderate investment appeal with some risks.

Positive Factors

Low LeverageThe sharp reduction in debt-to-equity leaves KENKO with a conservatively financed balance sheet and greater financial flexibility. Lower leverage reduces financial risk and preserves capacity to fund operations, investments, or shareholder distributions through changing business conditions.

Negative Factors

Weak Cash ConversionThe sharp 2026 decline in operating and free cash flow makes recent earnings less dependable as a source of internally generated funds. Weaker cash conversion can constrain reinvestment and distributions, while increasing volatility in the company’s financial performance.

KENKO Mayonnaise Co., Ltd. (2915) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 29.16B
Dividend Yield: 3.90%
Average Volume (3M): 39.96K
Price to Earnings (P/E): 10.8
Beta (1Y): 0.15
Revenue Growth: 3.01%
EPS Growth: 14.24%
Country: Japan
Employees: 964
Sector: Consumer Defensive
Sector Strength: 62
Industry: Packaged Foods

KENKO Mayonnaise Co., Ltd. Business Overview & Revenue Model

Company Description

Headquartered in Tokyo, Japan, KENKO Mayonnaise Co.,Ltd. was established in 1958 and is a prominent producer and distributor of mayonnaise, salad dressings, and various salad products within Japan. The company specifically develops salads for food se...

KENKO Mayonnaise Co., Ltd. Financial Statement Overview

Summary

Mixed financial performance: strong balance sheet (score 85) with low debt, but weak cash flow (score 35) and modest income growth (score 58). Overall moderate.

Income Statement

58Neutral

Balance Sheet

85Very Positive

Cash Flow

35Negative

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	93.94B	92.35B	91.70B	88.72B	82.36B	75.65B
Gross Profit	20.71B	20.86B	20.54B	18.02B	14.63B	15.80B
EBITDA	6.21B	6.91B	7.25B	5.65B	2.88B	4.41B
Net Income	2.71B	2.93B	3.50B	2.73B	485.00M	1.21B
Balance Sheet
Total Assets	64.60B	63.92B	64.08B	67.37B	63.01B	61.76B
Cash, Cash Equivalents and Short-Term Investments	11.90B	13.49B	15.73B	15.73B	12.29B	12.44B
Total Debt	3.03B	3.29B	5.51B	6.45B	5.50B	10.47B
Total Liabilities	22.73B	22.35B	24.11B	28.39B	26.21B	25.22B
Stockholders Equity	41.87B	41.56B	39.96B	38.98B	36.79B	36.54B
Cash Flow
Free Cash Flow	0	280.00M	4.07B	5.68B	2.94B	3.53B
Operating Cash Flow	0	2.94B	4.59B	5.96B	3.53B	3.76B
Investing Cash Flow	0	-2.71B	-1.06B	-239.00M	-856.00M	-419.00M
Financing Cash Flow	0	-2.48B	-3.53B	-2.28B	-2.82B	-3.28B

KENKO Mayonnaise Co., Ltd. Technical Analysis

Technical Analysis SentimentNegative

Last Price2025.00

Price Trends

50DMA2032.05Negative

100DMA2012.26Positive

200DMA2034.77Negative

Market Momentum

MACD5.74Positive

RSI47.50Neutral

STOCH21.81Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2915, the sentiment is Negative. The current price of 2025.00 is below the 20-day moving average (MA) of 2068.55, below the 50-day MA of 2032.05, and below the 200-day MA of 2034.77, indicating a bearish trend. The MACD of 5.74 indicates Positive momentum. The RSI at 47.50 is Neutral, neither overbought nor oversold. The STOCH value of 21.81 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2915.

KENKO Mayonnaise Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (62)

Financial Indicators

JP:2915 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:2801	74Outperform	JPY 1.66T	23.59	12.10%	1.43%	11.29%	19.64%
JP:2809	71Outperform	JPY 665.42B	25.90	7.92%	1.32%	4.07%	-6.32%
JP:2915	65Neutral	JPY 32.93B	10.84	―	3.90%	3.01%	14.24%
Sector *	62Neutral	$20.33B	14.63	-3.31%	3.23%	1.93%	-12.26%
JP:2802	62Neutral	JPY 3.99T	25.94	20.53%	1.16%	9.89%	126.77%
JP:2805	61Neutral	JPY 190.25B	18.24	―	0.75%	6.99%	29.27%
JP:2602	59Neutral	JPY 201.40B	16.05	5.86%	2.76%	8.63%	-45.54%

* Consumer Defensive Sector Average

Performance Comparison

JP:2915 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:2915	KENKO Mayonnaise Co., Ltd.	2025.00	175.50	9.49%
JP:2802	Ajinomoto Co	4227.00	464.03	12.33%
JP:2801	Kikkoman Corporation	1744.00	374.25	27.32%
JP:2602	Nisshin OilliO Group, Ltd.	2176.00	494.15	29.38%
JP:2809	Kewpie Corporation	4856.00	526.82	12.17%
JP:2805	S&B Foods Inc.	7440.00	4047.01	119.28%

KENKO Mayonnaise Co., Ltd. Corporate Events

KENKO Mayonnaise Completes Treasury Share Disposal for Director Remuneration

Aug 21, 2026

KENKO Mayonnaise Co., Ltd. has completed the payment procedures for the disposal of 15,249 shares of its treasury stock as restricted share remuneration to six internal directors. The shares were disposed at 2,060 yen per share for a total of 31,412,...

KENKO Mayonnaise Posts Modest Q1 Growth, Signals Flat Profits but Higher Dividend

Aug 7, 2026

KENKO Mayonnaise reported consolidated net sales of ¥23.3 billion for the quarter ended June 30, 2026, up 2.9% year on year, while operating profit slipped 4.7% to ¥726 million and ordinary profit declined 2.0% to ¥780 million, indicating modest top-...

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: Aug 17, 2026

KENKO Mayonnaise Co., Ltd. AI Stock Analysis