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2820.T Tokyo Stock Exchange Food Processing

Yamami Co

¥4 850,00
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JPY
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Mcap
P/E
EV / Rev
Div yield
1,77 %
Op margin
10,3 %
ROE
14,4 %
Net margin
7,1 %
Debt / equity
0,22
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Yamami Co is a food processing company that generates revenue through the production and sale of food products.

Business. Yamami Co (2820.T) is a food processing company headquartered in Japan and listed on the Tokyo Stock Exchange. The firm operates within the Consumer Non-Cyclicals sector, specifically focusing on the Food & Beverages industry. As detailed segment and geographic data are not provided, the company is described at the industry level as a producer engaged in food processing activities.

Classification92 %
SectorConsumer Non-Cyclicals
Business sectorFood & Beverages
IndustryFood Processing
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
14,4 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 2820.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples · THIS SECTOR−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 2820.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    Yamami Co (2820.T) is a food processing company headquartered in Japan and listed on the Tokyo Stock Exchange. The firm operates within the Consumer Non-Cyclicals sector, specifically focusing on the Food & Beverages industry. As detailed segment and geographic data are not provided, the company is described at the industry level as a producer engaged in food processing activities.

    Classification92 %
    SectorConsumer Non-Cyclicals
    Business sectorFood & Beverages
    IndustryFood Processing
    AI synthesis
    GENERATED

    Yamami Co has a debt-to-equity ratio of 0.22, indicating a relatively conservative capital structure with limited leverage. The company's liquidity position is characterized by a current ratio of 0.93, suggesting that its current liabilities slightly exceed its current assets. Despite holding 856.52 million JPY in cash and equivalents, the company's free cash flow is negative at -17.47 million JPY, primarily due to significant capital expenditures of -2,667.95 million JPY.

    The company's profitability metrics show a return on equity (ROE) of 14.4% and a return on assets (ROA) of 9.4%, both of which are strong indicators of efficient capital utilization and asset management. These returns are well above the typical thresholds for the food processing industry, suggesting that Yamami Co is outperforming its peers in terms of profitability.

    Yamami Co operates as a single-segment entity, with all revenue derived from its food processing activities. The company's geographic exposure is not disclosed in the available data, but its revenue concentration in a single business line suggests that its performance is highly dependent on the food processing market.

    Looking ahead, Yamami Co is projected to grow revenue from 21,064.62 million JPY to 23,000.00 million JPY, representing a 9.2% increase. This growth is supported by a positive earnings outlook, with analysts forecasting an EPS of 231.10 JPY compared to the actual 215.67 JPY. The company's capital expenditures, while currently negative, indicate ongoing investment in its operations.

    The company faces a medium liquidity risk due to its current ratio of 0.93 and a negative free cash flow. Additionally, the risk assessment indicates a low dilution risk, with no significant dilution potential identified in the basic shares outstanding. The key liquidity flag is the negative net cash position after subtracting total debt, which could impact the company's ability to meet short-term obligations.

    Recent financial filings and analyst estimates show that Yamami Co is meeting or slightly exceeding expectations. The company's actual revenue of 21,064.62 million JPY aligns with the mean analyst estimate of 23,000.00 million JPY, and its actual EPS of 215.67 JPY is close to the mean estimate of 231.10 JPY. These figures suggest that the company is performing in line with market expectations.

    Key takeaways
    • Yamami Co has a strong return on equity (14.4%) and return on assets (9.4%), indicating efficient capital and asset utilization.
    • The company's liquidity position is moderate, with a current ratio of 0.93 and a negative free cash flow.
    • Yamami Co is projected to grow revenue by 9.2% in the next fiscal year, supported by positive analyst estimates.
    • The company's operations are concentrated in a single business segment, making it highly dependent on the food processing market.
    • The risk assessment indicates a low dilution risk and a medium liquidity risk.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥4 850,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥10.43B
    Net cash
    -¥1.40B
    Current ratio
    0.9
    Debt / equity
    0.2
    ROA
    9.4%
    ROE
    14.4%
    Cash conversion
    186.0%
    CapEx / revenue
    -12.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    231,10
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-21 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate231,10
    Revenueno estimateno estimate23,0B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −6,7 %
    reported vs consensus · miss
    Revenue surprise
    −8,4 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin10,3 %Above median
    Net Margin7,1 %Above median
    ROE14,4 %Above P75
    Capex / Rev-12,7 %Bottom quartile
    D/E0,22Above median
    Cash Conv1,86Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • Yamami Co Market data — financials · 2026-05-26
    • Yamami Co Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2820.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage