Obermatt

Morinaga

TYO:2201 · JP3926400007
Food ProductsMedium

360

74
EV / EBIT70
Price / Owner Earnings41
Owner Earnings Yield64
Dividend Yield67
Price/Sales37
EV / Gross Profit77
Price/Book46
Return on Capital76
Cash Return on Capital67
Return on Equity67
EBIT Margin63
Gross Profitability88
Cash Conversion40
Accruals24
Owner Earnings Margin58
Sales growth60
Profit Growth21
Long-Term EPS Growth77
Reinvestment100
Price momentum69
Debt load82
Refinancing35
Debt Payback100
Liquidity99
Analyst ratings42
Opinion Changes50
Price Target Upside32
Market mood51
Value Creation13/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Morinaga clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Based on 3/5 components.

Profile

CountryJapan
IndustryFood Products
SizeMedium
TypePublic Company
ExchangeTSE
Founded1910
Employees28
ISINJP3926400007
Last UpdateApr 2, 2026
Index & Theme
Fast-Moving Consumer GoodsManufacturing

Description

Analysis

Middle-of-the-road

Morinaga&Co., Ltd. sits in the middle of our grid: average quality, average price, no obvious signal in either direction. Worth noting: the cash the business generates has lagged behind what the income statement shows.

On valuation, the picture is fair. The owner-earnings multiple stands at 18.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 5% a year, against analyst forecasts of 10%. The price, in other words, assumes less than the experts do.

Growth is moderate; the safety picture is sturdy. The company scores 13/20 on our value-creation score: creating some value.

Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
85
2023202420252026

All-time high

86

Jan 2024

All-time low

37

Jan 2023

Average rank

67

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
37
31
29
33
Price/Earnings
78
64
44
67
Price/Book
46
31
30
44
Dividend Yield
67
54
55
54
Value (overall)
51
47
36
43

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

Similar Stocks

The companies this stock is ranked against.

Compare Morinaga with its peers
Ezaki Glico
TYO:2206
24
CountryJapan
IndustryFood Products
SizeLarge
Full Stock Analysis →
Lotte WellFood
KSC:280360
48
CountrySouth Korea
IndustryFood Products
SizeMedium
Full Stock Analysis →
Samyang Holdings
KSC:000070
21
CountrySouth Korea
IndustryFood Products
SizeMedium
Full Stock Analysis →
Ajinomoto
TYO:2802
85
CountryJapan
IndustryFood Products
SizeX-Large
Full Stock Analysis →
Maruha Nichiro
TYO:1333
12
CountryJapan
IndustryFood Products
SizeLarge
Full Stock Analysis →
Sajo Industries
KSC:007160
3
CountrySouth Korea
IndustryFood Products
SizeSmall
Full Stock Analysis →

Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →