Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
7481.T
Strong BuyFull HouseFLAGOie Sangyo Co., Ltd. · Consumer Defensive · Japan · $136M · Avg Vol: $32K/d
Passes quantitative screens but lacks the corroborating management conviction or consensus revisions needed to move to Approve. As a consumer defensive, it remains subject to margin compression from persistent food inflation.
COMPANY DESCRIPTION
Oie Sangyo Co., Ltd. operates as a food trading company in Japan. It primarily supplies frozen, cooked, semi-cooked, dried, and canned food products to restaurants, and other food service industries, as well as hospitals and elderly facilities.
FINANCIAL SUMMARY (JPY)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|
| Revenue | 94.8B | 111.4B | 119.3B | 129.3B | 10.9% | 128.9B |
| EPS (JPY) | 180.55 | 344.43 | 339.57 | 338.34 | 23.3% | 335.83 |
| Shares | 9.0M | 8.3M | 8.3M | 8.3M | -8.3% | 8.3M |
| Debt | 1.2B | 424.0M | 295.0M | 301.0M | -37.4% | 442.9M |
| Equity | 11.0B | 12.7B | 14.5B | 17.0B | 15.4% | — |
| Op CF | 2.6B | 2.8B | 3.7B | 3.3B | 8.1% | 3.2B |
| Inv CF | 50.3M | -90.0M | -546.0M | -3.0B | — | — |
| Fin CF | -1.8B | -2.8B | -1.1B | -980.0M | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 7481.T are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 7481.T | Oie Sangyo Co., Ltd.(you) | $136M | 98 | Strong Buy |
| 8142.T | Toho Co., Ltd. | $281M | 94 | Strong Buy |
| 7614.T | OM2 Network Co.,Ltd. | $64M | 90 | Strong Buy |
| 8030.T | Chuo Gyorui Co., Ltd. | $95M | 78 | Buy |
| 8006.T | Yuasa Funashoku Co., Ltd. | $167M | 71 | Buy |
| 2708.T | Kuze Co., Ltd. | $56M | 79 | Buy |
| 7686.T | HitoMile Co., Ltd. | $80M | 71 | Buy |
| 2268.T | B-R 31 Ice Cream Co.,Ltd. | $244M | 66 | Buy |
| 9996.T | Satoh & Co., Ltd. | $108M | 55 | Hold |
| 2294.T | Kakiyasu Honten Co., Ltd. | $155M | 50 | Hold |
Peer medians: ROE 8.4% · P/E 15.5x · Gross margin 28.5%