
Ajinomoto Co., Inc. (AJINF)
ValueMarkers Composite Index
118% above intrinsic value ($0)
Ajinomoto Co., Inc. (AJINF) — VMCI valuation read
Ajinomoto Co., Inc. sits at VMCI 58/100, with the Consumer Defensive sector median at 50. That 8-point spread is the first thing to note on AJINF: it tells the reader the composite is favorable before any single ratio is examined, and the mid-cap tier sets the comparison set.
Form 4 disclosures on AJINF are blank for the trailing 30 days. With the insider channel offline, the EV/EBITDA delta, free-cash-flow trajectory, and the next earnings print do the talking.
**Investor frame.** The Value read on AJINF: AJINF trades at 26.0x earnings, 44% above the Consumer Defensive median of 18.0x, with EV/EBITDA at 13.0x against 12.0x. The Quality read: ROIC of 12.0% sits 2.0pp above the Consumer Defensive median (10.0%). The Risk read: net debt to EBITDA of 3.4x is the binding constraint on the bear case, anchoring the bear scenario on a measurable balance-sheet metric.
AJINF rose 2.4% over the trailing 7 days, with a +4.3% read on a 30-day basis.
Ajinomoto Co., Inc. engages in the seasonings and foods, frozen foods, and healthcare and other businesses in Japan and internationally. The company operates through three segments: Seasonings and Foods; Frozen Foods; and Healthcare and Others. The Seasonings and Foods segment offers sauces and seasonings products under the AJI-NO-MOTO, HON-DASHI, Cook Do, Ajinomoto KK Consommé, Pure Select Mayonnaise, Ros Dee, Masako, Aji-ngon, Sazón, Sajiku, and CRISPY FRY names; and solutions and ingredients to consumer foods and food service industries. This segment also provides instant noodles under the Knorr Cup Soup and YumYum names; coffee under the Birdy and Blendy brands; powdered drink under the Birdy 3in1 name; MAXIM products; Chyotto Zeitakuna Kohiten products; and gift sets and office supplies comprising coffee vending machines, tea servers, etc. The Frozen Foods segment offers Chinese dumplings, cooked rice, noodles, desserts, shumai, processed chicken, and other products. The Healthcare and Other segment provides amino acids to various industries, such as pharmaceuticals and foods; sports nutrition products; and personal care ingredients, as well as engages in the provision of contract manufacturing services for pharmaceutical intermediates and active ingredients, and sterile products. This segment also offers Ajinomoto Build-up Film, an interlayer insulating material for semiconductor packages; food and drink products under the Glyna, Amino Aile, and amino VITAL names; and functional materials. The company was founded in 1909 and is headquartered in Tokyo, Japan.
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Key metrics explained
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