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Added to YB: 2025-07-30

Pitch date: 2025-06-08

2805.T [bullish]

S&B Foods Inc.

+21.22%

current return

Author Info

No bio for this author

Company Info

S&B Foods Inc. engages in the manufacture and sale of spices and herbs, instant foods, spicy seasonings, and other products primarily in Japan.

Market Cap

JPY 76.7B

Pitch Price

JPY 3.1K

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.91

P/E

10.14

EV/Sales

0.63

Sector

Food Products

Category

value

Show full summary:
S&B Foods Inc. - $2805.T

2805.T: 102-year-old dominant Japanese spice maker, 10%+ ROE, 18% overseas sales CAGR (5yr), trades at just 9.7x P/E, 0.9x BV. Catalyst: new CEO's shareholder-friendly shift (dividends up, 11% buyback, selling low-ROE biz). Targeting 40% overseas sales vs 10% now. Key risk: Japan rice/seaweed shortage impact on curry consumption.

Read full article (7 min)