Loading…
Employees: 2,818
Size S Foods (2292.T) is a Japan Consumer Staples company (Food Distributors) with a market value of $537M, the 1027th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,680 on 6 Nov 2026.
Performance Over six months the shares fell 5.7%, against -15.1% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th highest of 16 in its peer set.
Growth Revenue grew 7.9% over the last twelve months (peer median +2.5%); the operating margin is 2.3% (peer median 1.5%).
Valuation It trades at 11.2× forward earnings against a peer median of 11.6× (5th cheapest of 9).
Capital Return on invested capital runs 0.4 points below its cost of capital (5.0% WACC).
Next results Next results expected around 8 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥491B | ¥472B | ¥445B | ¥425B | ¥399B |
| Revenue growth | — | +6% | +5% | +6% | — |
| Gross profit | ¥55.2B | ¥53.1B | ¥45.5B | ¥51.9B | ¥52.5B |
| EBITDA | ¥15.8B | ¥14.5B | ¥9.61B | ¥17.5B | ¥19.2B |
| Net income | ¥8.30B | ¥9.24B | ¥2.67B | ¥9.07B | ¥10.6B |
| Free cash flow | n/a | -¥1.27B | -¥4.21B | -¥3.80B | ¥2.34B |
| Capital expenditure | n/a | ¥10.1B | ¥11.6B | ¥12.9B | ¥11.4B |
| Total debt | ¥48.0B | ¥57.8B | ¥56.0B | ¥53.1B | ¥45.4B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 2292.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +0.9% | -0.4% | 8th highest of 16 |
| 6-month return | -5.7% | -15.1% | 6th highest of 16 |
| Distance from 52-week high | -18.4% | -29.8% | 7th highest of 16 |
| Revenue growth (TTM) | +7.9% | +2.5% | 4th highest of 16 |
| Operating margin | 2.3% | 1.5% | 7th highest of 16 |
| Forward P/E | 11.2× | 11.6× | 5th cheapest of 9 |
| ROIC minus cost of capital | -0.4 pp | -5.7 pp | 5th highest of 15 |
| Net debt / EBITDA | 1.2× | 3.3× | 4th least indebted of 11 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| S Foods 2292.T | Japan | $537M | -6% | +8% | 2% | 11.2× | n/a | n/a |
| Atria ATRAV.HE | Finland | $509M | +12% | +6% | 4% | 9.1× | -5.2% | +3.8% |
| COFCO Joycome Foods 1610.HK | Hong Kong | $669M | -18% | -8% | -10% | n/a | n/a | n/a |
| Shanghai Bright Meat 600073.SS | China | $702M | -15% | +3% | -3% | 8.5× | 37.0% | -1.5% |
| Guangdong Guanghong 000529.SZ | China | $404M | -19% | -12% | -12% | n/a | n/a | n/a |
| Krispy Kreme DNUT | United States | $723M | +16% | -5% | 0% | 50.0× | 23.2% | +6.3% |
| MARR MARR.MI | Italy | $389M | -38% | +3% | 2% | 12.6× | n/a | n/a |
| ShandongLongda Meishi 002726.SZ | China | $382M | -34% | -25% | -9% | 9.4× | 23.5% | -16.1% |
| Shandong Delisi Food 002330.SZ | China | $362M | -20% | -10% | -2% | n/a | n/a | n/a |
| Agencia Comercial Spirits AGCC | United States | $804M | -24% | +145% | 13% | n/a | n/a | n/a |
| Young & Co.'s Brewery, P.L.C YNGA.L | United Kingdom | $822M | +52% | +5% | 14% | 15.4× | 9.0% | +42.0% |
| Tarczynski TAR.WA | Poland | $331M | -4% | +6% | 7% | n/a | n/a | n/a |
| Jiangxi Huangshanghuang Group Food 002695.SZ | China | $880M | -14% | +17% | 7% | 39.9× | 14.7% | -7.1% |
| Pinlive Foods 300892.SZ | China | $316M | -26% | -3% | -1% | n/a | n/a | n/a |
| Dole DOLE | United States | $1.31B | -7% | +8% | 2% | 10.6× | 4.1% | +16.1% |
| Kato Sangyo 9869.T | Japan | $1.35B | +10% | +2% | 1% | n/a | -9.5% | +1.9% |