8091.T
Second WindNichimo Co., Ltd. · Consumer Defensive · Japan · $121M cap · $204K/day traded
JPY 2,383 +0.5% · close 12 Nov · scored 13 Nov
Second Wind: Cheap with strong momentum, but the business does not earn the optimism.
As of 13 Nov 2026, the MoatMap Score for Nichimo Co., Ltd. (8091.T) is 59/100, ranked against 25,000+ stocks in 38 markets (Quality 25, Value 57, Momentum 72, each scored against its sector).
Does the score work? Each tenth of the ranking, tracked monthly. See the record →
ABOUT NICHIMO CO., LTD.
Read
Nichimo Co., Ltd. is a diversified Japanese company primarily engaged in marine products (processing, distribution), food products, and fishing nets/materials. Leveraging its long history and expertise in the marine industry, Nichimo provides a wide range of offerings from fresh seafood to processed foods and essential fishing equipment. This integrated approach across the marine value chain positions it as a significant player in Japan's food and fisheries sector.
FINANCIAL SUMMARY (JPY)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR | TTM |
|---|---|---|---|---|---|---|---|
| Revenue | — | 126.8B | 127.8B | 133.9B | 139.8B | 3.3% | 151.5B |
| EPS (JPY) | 402.58 | 341.31 | 283.24 | 320.06 | 260.23 | -10.3% | 247.14 |
| Shares | — | 7.8M | 8.3M | 8.3M | 8.4M | +7.4% | 8.4M |
| Debt | — | 36.0B | 29.1B | 31.3B | 35.2B | -0.7% | 43.4B |
| Equity | — | 24.1B | 28.3B | 30.2B | 34.2B | 12.5% | — |
| Op CF | — | 912.0M | 6.6B | -1.3B | -1.2B | 626.9% | -1.2B |
| Inv CF | — | -1.3B | 1.3B | -2.0B | -1.0B | — | — |
| Fin CF | — | 1.6B | -7.3B | 1.2B | 3.0B | — | — |
No clear trend: not near its 52-week low, and not in a steady uptrend.
Calmer than 90% of stocks we rank over the past year (volatility 21% a year).
How this is worked out
The Price check reads only the chart, the price side of the Momentum score in words; it is not the MoatMap Score.
- Still falling: It set a new 52-week low in the last two weeks, after a deep fall.
- Finding a floor: It fell hard, but has set no new low for more than two weeks.
- Turning up: It has climbed off its low and is back above a rising 50-day average.
- In an uptrend: It is near its 52-week high and above its 200-day average.
- No clear trend (this stock): None of the above: no recent deep fall and no steady climb.
- No read yet: Not enough price history yet: it needs a year of trading.
In past US falls, waiting for Turning up cut the chance of another 20% drop from 42% to 33%. Returns were no better, and 33% of turns failed.
The exact rules
Still falling is a new 52-week low in the last two weeks, at least 25% below the high, with the low set after the high. Finding a floor is the same fall with no new low in the last two weeks. Turning up is 20 or more trading days without a new low, at least 10% off it, and back above a rising 50-day average. In an uptrend is above the 200-day average, with the 50-day average above the 200-day, and within 15% of the high. No clear trend is everything else. No read yet is under 252 trading days of history, or missing data. A new state shows once it has held for three trading days.
In 2,112 US drawdowns since 2001, buying while the price was still falling was followed by a further 20% drop 42% of the time. Waiting for a turn (the Turning up rule above) cut that to 33%, at about 7% higher prices and with no better returns. Part of that cut is simply not buying: 13% of falls never turned, and waiting kept those out. Among turns that were bought, 38% still fell another 20%, and 33% of turns were followed by a new low within six months. The benefit was largest in crashes such as 2008 and 2020.
What it measures: how much the price moved day to day over the past year, scaled to a yearly figure (annualised volatility) and ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of 8091.T are excluded.
| Ticker | Company | Mkt Cap | Score |
|---|---|---|---|
| 8091.T | Nichimo Co., Ltd.(you) | $121M | 59 |
| 2266.T | Rokko Butter Co., Ltd. | $128M | 63 |
| 2204.T | Nakamuraya Co., Ltd. | $112M | 54 |
| 2804.T | Bull-Dog Sauce Co., Ltd. | $141M | 65 |
| 3139.T | Lacto Japan Co., Ltd. | $225M | 60 |
| 4404.T | Miyoshi Oil & Fat Co., Ltd. | $139M | 47 |
| 8045.T | Yokohama Maruuo Co., Ltd. | $73M | 64 |
| 2937.T | St.Cousair Co., Ltd. | $101M | 72 |
| 2903.T | Shinobu Foods Products Co., Ltd. | $105M | 73 |
| 2910.T | Rock Field Co.,Ltd. | $228M | 64 |
Peer medians: ROE 8.1% · P/E 16.0x · Gross margin 28.5%
Company Deep Dive
A 10,000-word report: the business and its segments, what management promised on earnings calls and whether it delivered, the competition, and how things could turn out.