Market Closed -
Japan Exchange
02:00:00 2024-06-10 am EDT
|
5-day change
|
1st Jan Change
|
4,102
JPY
|
-0.70%
|
|
+3.64%
|
-16.64%
|
Fiscal Period: March |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Capitalization
1 |
791,593
|
937,500
|
855,252
|
880,534
|
1,229,334
|
1,240,708
|
-
|
-
|
Enterprise Value (EV)
1 |
768,635
|
925,598
|
812,888
|
823,444
|
1,178,166
|
1,277,043
|
1,211,630
|
1,174,978
|
P/E ratio
|
40.9
x
|
32
x
|
20.9
x
|
24.9
x
|
27.5
x
|
23.6
x
|
20.7
x
|
19.8
x
|
Yield
|
1.45%
|
1.22%
|
1.46%
|
1.52%
|
1.15%
|
1.59%
|
1.8%
|
1.93%
|
Capitalization / Revenue
|
1.76
x
|
2
x
|
1.69
x
|
1.55
x
|
1.84
x
|
1.74
x
|
1.6
x
|
1.55
x
|
EV / Revenue
|
1.7
x
|
1.97
x
|
1.61
x
|
1.45
x
|
1.76
x
|
1.74
x
|
1.57
x
|
1.46
x
|
EV / EBITDA
|
15.6
x
|
13.9
x
|
10
x
|
11
x
|
13.9
x
|
12.2
x
|
10.4
x
|
9.51
x
|
EV / FCF
|
-45.5
x
|
54.1
x
|
21
x
|
33.4
x
|
36
x
|
66.7
x
|
-88.7
x
|
53
x
|
FCF Yield
|
-2.2%
|
1.85%
|
4.76%
|
2.99%
|
2.78%
|
1.5%
|
-1.13%
|
1.89%
|
Price to Book
|
2.42
x
|
2.86
x
|
2.23
x
|
2.15
x
|
2.86
x
|
2.59
x
|
2.4
x
|
2.28
x
|
Nbr of stocks (in thousands)
|
312,471
|
312,500
|
312,516
|
308,238
|
304,040
|
302,464
|
-
|
-
|
Reference price
2 |
2,533
|
3,000
|
2,737
|
2,857
|
4,043
|
4,131
|
4,131
|
4,131
|
Announcement Date
|
5/9/19
|
5/11/20
|
5/11/21
|
5/13/22
|
5/10/23
|
5/13/24
|
-
|
-
|
Fiscal Period: March |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net sales
1 |
450,984
|
468,879
|
506,107
|
569,722
|
669,248
|
732,933
|
773,570
|
802,852
|
EBITDA
1 |
49,271
|
66,443
|
80,895
|
74,854
|
84,834
|
104,623
|
116,209
|
123,537
|
EBIT
1 |
28,967
|
41,252
|
55,532
|
46,614
|
55,636
|
73,361
|
83,944
|
88,367
|
Operating Margin
|
6.42%
|
8.8%
|
10.97%
|
8.18%
|
8.31%
|
10.01%
|
10.85%
|
11.01%
|
Earnings before Tax (EBT)
1 |
31,166
|
42,650
|
56,233
|
49,182
|
57,950
|
76,915
|
86,874
|
90,674
|
Net income
1 |
19,356
|
29,316
|
40,828
|
35,412
|
44,760
|
54,170
|
60,345
|
62,740
|
Net margin
|
4.29%
|
6.25%
|
8.07%
|
6.22%
|
6.69%
|
7.39%
|
7.8%
|
7.81%
|
EPS
2 |
61.95
|
93.82
|
130.6
|
114.5
|
146.9
|
178.2
|
199.6
|
208.5
|
Free Cash Flow
1 |
-16,900
|
17,120
|
38,682
|
24,627
|
32,700
|
19,155
|
-13,657
|
22,184
|
FCF margin
|
-3.75%
|
3.65%
|
7.64%
|
4.32%
|
4.89%
|
2.61%
|
-1.77%
|
2.76%
|
FCF Conversion (EBITDA)
|
-
|
25.77%
|
47.82%
|
32.9%
|
38.55%
|
18.31%
|
-
|
17.96%
|
FCF Conversion (Net income)
|
-
|
58.4%
|
94.74%
|
69.54%
|
73.06%
|
35.36%
|
-
|
35.36%
|
Dividend per Share
2 |
36.67
|
36.67
|
40.00
|
43.33
|
46.67
|
66.67
|
74.28
|
79.58
|
Announcement Date
|
5/9/19
|
5/11/20
|
5/11/21
|
5/13/22
|
5/10/23
|
5/13/24
|
-
|
-
|
Fiscal Period: March |
2020 S1
|
2020 S2
|
2021 S1
|
2021 S2
|
2022 Q2
|
2022 S1
|
2022 Q3
|
2022 Q4
|
2022 S2
|
2023 Q1
|
2023 Q2
|
2023 S1
|
2023 Q3
|
2023 Q4
|
2023 S2
|
2024 Q1
|
2024 Q2
|
2024 S1
|
2024 Q3
|
2024 Q4
|
2024 S2
|
2025 Q1
|
2025 Q2
|
2025 S1
|
2025 Q3
|
2025 Q4
|
2025 S2
|
2026 S1
|
2026 S2
|
---|
Net sales
1 |
221,361
|
247,518
|
241,131
|
264,976
|
142,500
|
275,000
|
149,758
|
144,964
|
-
|
149,263
|
167,691
|
316,954
|
184,513
|
167,781
|
-
|
166,470
|
183,900
|
350,370
|
198,551
|
184,011
|
-
|
179,951
|
196,418
|
-
|
211,108
|
196,264
|
-
|
-
|
-
|
EBITDA
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
21,089
|
-
|
28,994
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
EBIT
1 |
19,721
|
21,531
|
31,840
|
23,692
|
13,600
|
26,800
|
15,752
|
4,062
|
-
|
13,256
|
13,775
|
27,032
|
21,675
|
6,929
|
-
|
20,879
|
24,023
|
44,903
|
23,656
|
4,803
|
-
|
22,600
|
25,100
|
-
|
25,150
|
11,750
|
-
|
-
|
-
|
Operating Margin
|
8.91%
|
8.7%
|
13.2%
|
8.94%
|
9.54%
|
9.75%
|
10.52%
|
2.8%
|
-
|
8.88%
|
8.21%
|
8.53%
|
11.75%
|
4.13%
|
-
|
12.54%
|
13.06%
|
12.82%
|
11.91%
|
2.61%
|
-
|
12.56%
|
12.78%
|
-
|
11.91%
|
5.99%
|
-
|
-
|
-
|
Earnings before Tax (EBT)
|
20,427
|
-
|
32,148
|
24,085
|
13,865
|
27,868
|
16,754
|
4,560
|
-
|
13,991
|
14,067
|
28,059
|
22,524
|
7,367
|
-
|
21,960
|
24,515
|
46,476
|
24,425
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net income
1 |
13,469
|
-
|
21,973
|
18,855
|
9,200
|
17,122
|
13,625
|
4,687
|
-
|
7,530
|
9,852
|
17,382
|
17,541
|
9,837
|
-
|
14,031
|
17,979
|
32,010
|
17,040
|
5,120
|
-
|
15,593
|
19,980
|
-
|
18,938
|
5,689
|
-
|
-
|
-
|
Net margin
|
6.08%
|
-
|
9.11%
|
7.12%
|
6.46%
|
6.23%
|
9.1%
|
3.23%
|
-
|
5.04%
|
5.88%
|
5.48%
|
9.51%
|
5.86%
|
-
|
8.43%
|
9.78%
|
9.14%
|
8.58%
|
2.78%
|
-
|
8.67%
|
10.17%
|
-
|
8.97%
|
2.9%
|
-
|
-
|
-
|
EPS
2 |
43.10
|
-
|
70.31
|
-
|
29.81
|
55.15
|
44.12
|
15.23
|
-
|
24.61
|
32.37
|
56.96
|
57.69
|
32.29
|
-
|
46.15
|
59.13
|
105.3
|
56.04
|
16.84
|
-
|
51.29
|
64.90
|
-
|
61.84
|
18.86
|
-
|
-
|
-
|
Dividend per Share
2 |
18.33
|
18.33
|
18.33
|
21.67
|
23.33
|
23.33
|
-
|
-
|
20.00
|
-
|
-
|
21.67
|
-
|
-
|
25.00
|
-
|
26.67
|
26.67
|
-
|
40.00
|
40.00
|
-
|
35.00
|
35.00
|
-
|
35.00
|
40.00
|
38.00
|
42.00
|
Announcement Date
|
11/7/19
|
5/11/20
|
11/6/20
|
5/11/21
|
11/5/21
|
11/5/21
|
2/3/22
|
5/13/22
|
5/13/22
|
8/4/22
|
11/10/22
|
11/10/22
|
2/6/23
|
5/10/23
|
5/10/23
|
8/3/23
|
11/9/23
|
11/9/23
|
2/13/24
|
5/13/24
|
5/13/24
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Fiscal Period: March |
2019
|
2020
|
2021
|
2022
|
2023
|
2024
|
2025
|
2026
|
---|
Net Debt
1 |
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Net Cash position
1 |
22,958
|
11,902
|
42,364
|
57,090
|
51,168
|
48,164
|
29,078
|
65,730
|
Leverage (Debt/EBITDA)
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
-
|
Free Cash Flow
1 |
-16,900
|
17,120
|
38,682
|
24,627
|
32,700
|
19,155
|
-13,657
|
22,184
|
ROE (net income / shareholders' equity)
|
5.9%
|
9%
|
11.5%
|
8.95%
|
10.7%
|
11.7%
|
11.9%
|
11.8%
|
ROA (Net income/ Total Assets)
|
5.54%
|
7.52%
|
9.07%
|
5.26%
|
8.33%
|
10.1%
|
7.2%
|
6.95%
|
Assets
1 |
349,560
|
389,803
|
450,206
|
673,475
|
537,505
|
535,522
|
838,128
|
902,727
|
Book Value Per Share
2 |
1,046
|
1,050
|
1,229
|
1,327
|
1,416
|
1,622
|
1,720
|
1,811
|
Cash Flow per Share
2 |
127.0
|
174.0
|
212.0
|
206.0
|
243.0
|
281.0
|
303.0
|
319.0
|
Capex
1 |
57,640
|
39,799
|
34,032
|
28,309
|
32,535
|
74,968
|
94,500
|
69,748
|
Capex / Sales
|
12.78%
|
8.49%
|
6.72%
|
4.97%
|
4.86%
|
10.23%
|
12.22%
|
8.69%
|
Announcement Date
|
5/9/19
|
5/11/20
|
5/11/21
|
5/13/22
|
5/10/23
|
5/13/24
|
-
|
-
|
Last Close Price
4,102
JPY Average target price
5,439
JPY Spread / Average Target +32.60% Consensus |
1st Jan change
|
Capi.
|
---|
| -16.64% | 7.98B | | -0.71% | 7.61B | | +2.94% | 7.07B | | +29.73% | 1.95B | | -7.01% | 966M | | -20.96% | 660M | | -11.50% | 580M | | +29.51% | 566M | | -32.73% | 499M | | -20.17% | 327M |
Ready-Made Meals
|