ARIAKE JAPAN Co., Ltd. (2815.T)
ValueMarkers Composite Index
50% below intrinsic value ($77)
ARIAKE JAPAN Co., Ltd. (2815.T) — VMCI valuation read
ARIAKE JAPAN Co., Ltd. (2815.T) carries a VMCI composite of 65/100, 15 points above the Consumer Defensive sector median of 50. Among mid-cap names, that gap places 2815.T in the top third on the five-pillar weighting (Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%).
The 2815.T insider tape has been silent for the past 30 days on Form 4. Where executives neither buy nor sell, the bull and bear cases lean harder on filings cadence and the next earnings line.
**Investor frame.** Value reads 2815.T trades at 24.0x earnings, 33% above the Consumer Defensive median of 18.0x, which compresses or extends through the 11.0x EV/EBITDA versus a Consumer Defensive 12.0x. Quality: ROIC of 10.0% sits 0.0pp above the Consumer Defensive median (10.0%). Risk: net debt to EBITDA of -1.2x leaves covenant headroom, the line to track on ARIAKE JAPAN Co., Ltd.'s next 10-Q.
2815.T rose 1.0% over the trailing 7 days, with a -8.8% read on a 30-day basis.
ARIAKE JAPAN Co., Ltd. manufactures, processes, and sells natural seasoning products from chicken, pork, and beef. The company also engages in the production, processing, export/import, and sale of agricultural and livestock products, marine products, quasi-drugs, and non-pharmaceutical products, as well as the management of restaurants. It provides chicken bone base soups, ramen soups, chanpon soups, bouillon and consomme products, sauce bases, and Japanese bouillon products; and livestock meat, including beef, pork, and chicken, as well as shrimps, garlic, and seasoning oils. The company offers its products to instant noodle manufacturing, food service, and food processing industries. It operates in Japan, the United States, China, Taiwan, France, Belgium, the Netherlands, and Indonesia. The company was formerly known as Ariake Tokushu Suisan Hanbai Co., Ltd. and changed its name to ARIAKE JAPAN Co., Ltd. in April 1990. ARIAKE JAPAN Co., Ltd. was founded in 1966 and is headquartered in Tokyo, Japan.
Related Stocks in Consumer Defensive
Top peers ranked by VM Score. Compare valuation, quality, and risk metrics across the sector.