
Ajinomoto Co., Inc. (AJINY)
ValueMarkers Composite Index
73% above intrinsic value ($0)
Ajinomoto Co., Inc. (AJINY) — VMCI valuation read
Composite valuation read on AJINY: VMCI 58/100 against a Consumer Defensive sector median of 50. The 8-point above-median print is the headline number for Ajinomoto Co., Inc., 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 AJINY: 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 AJINY: AJINY trades at 17.0x earnings, 6% below the Consumer Defensive median of 18.0x; ROIC of 9.0% trails the Consumer Defensive median (10.0%) by 1.0pp; net debt to EBITDA of 0.5x leaves covenant headroom. EV/EBITDA at 14.0x versus 12.0x for Consumer Defensive closes the value frame.
AJINY fell 2.8% over the trailing 7 days, with a -13.7% 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. Its 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 server, 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, foods, and cosmetics; sports nutrition products; personal care ingredients; and sterile products, as well as engages in the provision of contract manufacturing services for pharmaceutical intermediates and active ingredients. This segment also offers Ajinomoto Build-up Film, an interlayer insulating material for semiconductor packages. Ajinomoto Co., Inc. was founded in 1909 and is headquartered in Tokyo, Japan.
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