KENKO Mayonnaise Co.,Ltd. (2915.T)
ValueMarkers Composite Index
93% below intrinsic value ($225)
KENKO Mayonnaise Co.,Ltd. (2915.T) — VMCI valuation read
Composite valuation read on 2915.T: VMCI 70/100 against a Consumer Defensive sector median of 50. The 20-point above-median print is the headline number for KENKO Mayonnaise Co.,Ltd., and at the mid-cap tier it reflects how the five pillars combine into a single decision-grade score.
Trailing 30-day insider activity for 2915.T: nothing material on SEC EDGAR. With the Form 4 channel quiet, the price-vs-DCF gap and the trailing margin trend carry more weight in the active read.
**Investor frame.** Value, quality, risk in three lines on 2915.T: 2915.T trades at 25.0x earnings, 39% above the Consumer Defensive median of 18.0x; ROIC of 13.0% sits 3.0pp above the Consumer Defensive median (10.0%); net debt to EBITDA of 2.8x is the rate-sensitivity line to watch. EV/EBITDA at 14.0x versus 12.0x for Consumer Defensive closes the value frame.
2915.T rose 0.4% over the trailing 7 days, with a -12.6% read on a 30-day basis.
KENKO Mayonnaise Co.,Ltd. manufactures and sells mayonnaise, dressing, and salad products in Japan. It develops salads that are used at restaurants, bakeries, and convenience stores under the Fashion Delica Foods brand name. The company also offers various processed egg products, including egg salad for use in sandwiches and delicatessen bread, roasted eggs for lunch boxes, brocade eggs for use in chilled Chinese noodles, and oden eggs. In addition, it operates Salad Café; operates a website store; manufactures and sells fresh delicatessen for supermarkets and retailers; and offers sauces. The company also exports its products in 42 countries and regions. KENKO Mayonnaise Co.,Ltd. was founded in 1958 and is headquartered in Tokyo, Japan.
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