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KENKO Mayonnaise Co.,Ltd. (2915.T)

JPY2,061.00 -39.00 (-1.86%)
JP JPX Consumer Defensive Packaged Foods
Address 3-8-13, Takaidohigashi 168-0072
Tokyo, JP
CEO Kunikazu Shimamoto
IPO 2010-02-22
ISIN JP3281850002

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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 service providers like restaurants, bakeries, and convenience stores under its "Fashion Delica Foods" brand. Additionally, KENKO Mayonnaise offers an extensive selection of processed egg items, which include egg salad for sandwiches and deli bread, roasted eggs for lunch boxes, brocade eggs utilized in chilled Chinese noodles, and oden eggs. Its operations further extend to managing "Salad Café" locations, maintaining an e-commerce platform, manufacturing and supplying fresh delicatessen items to supermarkets and other retailers, and marketing a variety of sauces. The company boasts a global reach, exporting its goods to 42 distinct countries and regions.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
JPY2,061.00 -39.00 (-1.86%)
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Volume Profile
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Liquidity & share structure
Average Volume
26.6K
Beta
0.01
Float Shares
7.54M
Free Float %
52.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+1.10% -8.23% -14.98% -9.90% +1.37% +1.69% +0.36% +52.69% +11.56% -19.15% +244.64%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
2,061.00
DCF (Unlevered) 32,023.40 +1,453.8%
DCF (Levered) 19,291.77 +836.0%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM)
Rating 2026-05 Change
Strong Buy 0 0
Buy 0 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
3.43
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
5 / 10
Developing
Composite Rating
A+
Overall Score
4 / 5
High
DCF Score
5 / 5
High
ROE Score
3 / 5
Medium
ROA Score
4 / 5
High
D/E Score
3 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
5 / 5
High
Operational MOAT
✗ Below peers
  • Revenue growth Packaged Foods: +4.4%
    +0.7% Q1'26: +4.4% (vs Q1'25)
  • EPS growth Packaged Foods: +14.6%
    -10.2% Q1'26: +114.1% (vs Q1'25)
  • FCF margin FCF growth · Packaged Foods: +15.9%
    +0.8% Q1'26: +0.0% (vs Q1'25)
  • EBIT margin Packaged Foods: +7.9%
    +4.5% Q1'26: +2.7% (vs Q1'25)
  • ROIC Packaged Foods: +7.0%
    +9.2% Q1'26: +5.3% (vs Q1'25)
  • Share dilution Packaged Foods: +0.0%
    -7.0% Q1'26: -4.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Packaged Foods: 0.19×
    0.48× Q1'26: 0.62× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (0.01) × ERP
WACC = 90% × Ke + 10% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 30,157.78 Current price: 2,061.00
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Mar 2015
actual
Mar 2016
actual
Mar 2017
actual
Mar 2018
actual
Mar 2019
actual
Mar 2020
actual
Mar 2021
actual
Mar 2022
actual
Mar 2023
actual
Mar 2024
actual
Mar 2025
actual
Mar 2026
1 Rev. Ana.
1 EPS Ana.
Mar 2027
1 Rev. Ana.
1 EPS Ana.
Mar 2028
1 Rev. Ana.
1 EPS Ana.
Mar 2029
1 Rev. Ana.
1 EPS Ana.
Revenue
60.33B
est: 60.00B (+0.5%)
66.93B
est: 66.31B (+0.9%)
70.81B
est: 71.70B (-1.2%)
72.76B
est: 72.80B (-0.1%)
73.99B
est: 74.35B (-0.5%)
74.48B
est: 75.27B (-1.0%)
68.50B
est: 67.83B (+1.0%)
75.65B
est: 73.82B (+2.5%)
82.36B
est: 81.43B (+1.2%)
88.72B
est: 87.38B (+1.5%)
91.70B
est: 92.03B (-0.4%)
91.46B
91.46B – 91.46B
-0.6% YoY
91.87B
91.87B – 91.87B
+0.4% YoY
92.28B
92.28B – 92.28B
+0.4% YoY
98.47B
98.47B – 98.47B
+6.7% YoY
EBITDA
4.42B
est: 4.02B (+10.0%)
4.94B
est: 4.44B (+11.2%)
5.74B
est: 4.81B (+19.5%)
5.92B
est: 4.88B (+21.3%)
5.19B
est: 4.98B (+4.2%)
5.87B
est: 5.04B (+16.3%)
4.93B
est: 4.55B (+8.4%)
4.41B
est: 4.95B (-10.8%)
2.88B
est: 5.46B (-47.2%)
5.65B
est: 7.75B (-27.1%)
7.25B
est: 10.31B (-29.7%)
10.24B
10.24B – 10.24B
-0.6% YoY
10.29B
10.29B – 10.29B
+0.4% YoY
10.34B
10.34B – 10.34B
+0.4% YoY
11.03B
11.03B – 11.03B
+6.7% YoY
EBIT
3.00B
est: 1.98B (+51.8%)
3.44B
est: 2.18B (+57.3%)
3.99B
est: 2.36B (+68.8%)
4.17B
est: 2.40B (+74.0%)
3.12B
est: 2.45B (+27.2%)
2.90B
est: 2.48B (+17.0%)
1.98B
est: 2.23B (-11.5%)
1.62B
est: 2.43B (-33.5%)
106.00M
est: 2.68B (-96.0%)
2.95B
est: 7.15B (-58.8%)
4.85B
est: 8.50B (-43.0%)
8.45B
8.45B – 8.45B
-0.6% YoY
8.49B
8.49B – 8.49B
+0.4% YoY
8.53B
8.53B – 8.53B
+0.4% YoY
9.10B
9.10B – 9.10B
+6.7% YoY
Net Income
1.64B
est: 1.77B (-7.2%)
2.09B
est: 2.32B (-10.3%)
2.87B
est: 2.70B (+6.1%)
2.88B
est: 2.80B (+2.9%)
2.30B
est: 1.97B (+16.4%)
2.06B
est: 2.26B (-9.0%)
1.46B
est: 1.27B (+14.9%)
1.21B
est: 1.03B (+17.7%)
485.00M
est: 271.88M (+78.4%)
2.74B
est: 1.98B (+37.9%)
3.50B
est: 2.70B (+29.5%)
2.45B
2.45B – 2.45B
-9.4% YoY
2.55B
2.55B – 2.55B
+4.2% YoY
2.66B
2.66B – 2.66B
+4.0% YoY
2.89B
2.89B – 2.89B
+8.8% YoY
SGA
12.24B
est: 10.83B (+13.0%)
13.29B
est: 11.97B (+11.0%)
13.86B
est: 12.94B (+7.1%)
14.20B
est: 13.14B (+8.1%)
14.51B
est: 13.42B (+8.1%)
14.33B
est: 13.58B (+5.5%)
13.43B
est: 12.24B (+9.7%)
13.80B
est: 13.32B (+3.6%)
14.09B
est: 14.70B (-4.1%)
14.63B
est: 15.42B (-5.1%)
15.38B
est: 15.96B (-3.6%)
15.86B
15.86B – 15.86B
-0.6% YoY
15.93B
15.93B – 15.93B
+0.4% YoY
16.00B
16.00B – 16.00B
+0.4% YoY
17.07B
17.07B – 17.07B
+6.7% YoY
EPS
115.55
est: 111.90 (+3.3%)
146.72
est: 147.00 (-0.2%)
194.86
est: 170.90 (+14.0%)
174.62
est: 176.95 (-1.3%)
139.36
est: 124.82 (+11.6%)
124.91
est: 143.10 (-12.7%)
88.50
est: 80.30 (+10.2%)
74.27
est: 65.10 (+14.1%)
29.82
est: 17.20 (+73.4%)
169.87
est: 125.50 (+35.4%)
221.62
est: 183.90 (+20.5%)
166.69
166.69 – 166.69
-9.4% YoY
173.64
173.64 – 173.64
+4.2% YoY
180.58
180.58 – 180.58
+4.0% YoY
196.40
196.40 – 196.40
+8.8% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 A+ 4/5 5/5 3/5 4/5 3/5 4/5 5/5
2026-05-08 A+ 4/5 5/5 3/5 4/5 3/5 4/5 5/5
2026-05-07 A+ 4/5 5/5 3/5 4/5 3/5 4/5 5/5
2026-05-01 A+ 4/5 5/5 3/5 4/5 3/5 4/5 5/5
2026-04-30 A+ 4/5 5/5 3/5 4/5 3/5 4/5 5/5
2026-04-28 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-27 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-24 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-23 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-22 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-21 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-20 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-17 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5
2026-04-16 A 4/5 5/5 3/5 4/5 2/5 4/5 5/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
1.82B
OE per share TTM
113.73
Owner's Yield
6.12%
Maintenance CapEx ratio
25.67%
Maint CapEx / Avg PPE
34.5%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock Held by 32 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 WisdomTree Japan Opportunities Fund OPPJ 0.25% 696.7K 0.58%
2 WisdomTree Japan SmallCap Dividend Fund DFJ 0.03% 123.0K 0.58%
3 State Street SPDR S&P International Small Cap ETF GWX 0.03% 232.8K 0.40%
4 Dimensional - International Small Cap Value ETF DISV 0.01% 537.6K 0.42%
5 Avantis Global Small Cap Value UCITS ETF AVGS.L 0.01% 64.3K 0.39%
6 Dimensional - International Small Cap ETF DFIS 0.00% 241.5K 0.39%
7 Vanguard FTSE All-World ex-US Small-Cap ETF VSS 0.00% 449.2K 0.06%
8 iShares Core TOPIX ETF 1475.T 0.00% 348.4K 0.05%
9 Avantis International Small Cap Value ETF AVDV 0.00% 361.3K 0.36%
10 Vanguard FTSE Pacific ETF VPL 0.00% 177.0K 0.07%

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
4.03M
Shares Outstanding
14.40M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings

No SEC filings available for this company yet.

Executive team

NameTitleCompensationGender
Daisuke Usui Senior Executive Officer
Hirokazu Otsuka Executive Officer of Business Development Division
Jun Kimura Executive Officer of Production Division
Koji Nogawa Executive Officer of Administration Division
Kunikazu Shimamoto President & Representative Director male
Manabu Kawakami MD & Director male
Masajiro Sato Executive Officer of Merchandise Division
Masanori Kinoshita Executive Officer of Sales Division male
Shinei Kitazaki Executive Officer of Corporate Planning Office
Yoichi Terajima Executive Vice President & Director male
Yumi Hirano Executive Officer of Corporate Communications Office
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits