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Morinaga Milk Industry Co., Ltd.TSE:2264 Stock Report

Market Cap JP¥294.6b
Share Price
JP¥3.55k
My Fair Value
JP¥3.57k
0.5% undervalued intrinsic discount
1Y0.4%
7D0.1%
Portfolio Value
View

Morinaga Milk Industry Co., Ltd.

TSE:2264 Stock Report

Market Cap: JP¥294.6b

Morinaga Milk Industry (2264) Stock Overview

Engages in the production and sale of various dairy products in Japan and internationally. More details

2264 fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance1/6
Financial Health5/6
Dividends3/6

2264 Community Fair Values

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Morinaga Milk Industry Co., Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Morinaga Milk Industry
Historical stock prices
Current Share PriceJP¥3,548.00
52 Week HighJP¥3,634.00
52 Week LowJP¥2,705.00
Beta0.044
1 Month Change9.57%
3 Month Change7.00%
1 Year Change0.42%
3 Year Change70.99%
5 Year Change30.92%
Change since IPO130.39%

Recent News & Updates

Morinaga Milk Industry (TSE:2264) Has Affirmed Its Dividend Of ¥45.00

Sep 08
Morinaga Milk Industry (TSE:2264) Has Affirmed Its Dividend Of ¥45.00

Morinaga Milk Industry (TSE:2264) Is Due To Pay A Dividend Of ¥45.00

Aug 24
Morinaga Milk Industry (TSE:2264) Is Due To Pay A Dividend Of ¥45.00

Morinaga Milk Industry (TSE:2264) Has Announced A Dividend Of ¥45.00

Aug 10
Morinaga Milk Industry (TSE:2264) Has Announced A Dividend Of ¥45.00

Recent updates

Morinaga Milk Industry (TSE:2264) Has Affirmed Its Dividend Of ¥45.00

Sep 08
Morinaga Milk Industry (TSE:2264) Has Affirmed Its Dividend Of ¥45.00

Morinaga Milk Industry (TSE:2264) Is Due To Pay A Dividend Of ¥45.00

Aug 24
Morinaga Milk Industry (TSE:2264) Is Due To Pay A Dividend Of ¥45.00

Morinaga Milk Industry (TSE:2264) Has Announced A Dividend Of ¥45.00

Aug 10
Morinaga Milk Industry (TSE:2264) Has Announced A Dividend Of ¥45.00

Morinaga Milk Industry (TSE:2264) Is Paying Out A Dividend Of ¥45.00

Jul 24
Morinaga Milk Industry (TSE:2264) Is Paying Out A Dividend Of ¥45.00

Morinaga Milk Industry (TSE:2264) Has Affirmed Its Dividend Of ¥45.00

Jul 09
Morinaga Milk Industry (TSE:2264) Has Affirmed Its Dividend Of ¥45.00

Morinaga Milk Industry's (TSE:2264) Soft Earnings Don't Show The Whole Picture

May 22
Morinaga Milk Industry's (TSE:2264) Soft Earnings Don't Show The Whole Picture

Return Trends At Morinaga Milk Industry (TSE:2264) Aren't Appealing

Apr 07
Return Trends At Morinaga Milk Industry (TSE:2264) Aren't Appealing

Morinaga Milk Industry (TSE:2264) Has A Somewhat Strained Balance Sheet

Mar 23
Morinaga Milk Industry (TSE:2264) Has A Somewhat Strained Balance Sheet

There May Be Some Bright Spots In Morinaga Milk Industry's (TSE:2264) Earnings

Nov 21
There May Be Some Bright Spots In Morinaga Milk Industry's (TSE:2264) Earnings

An Intrinsic Calculation For Morinaga Milk Industry Co., Ltd. (TSE:2264) Suggests It's 28% Undervalued

Oct 30
An Intrinsic Calculation For Morinaga Milk Industry Co., Ltd. (TSE:2264) Suggests It's 28% Undervalued

Does Morinaga Milk Industry (TSE:2264) Have A Healthy Balance Sheet?

Oct 11
Does Morinaga Milk Industry (TSE:2264) Have A Healthy Balance Sheet?

Return Trends At Morinaga Milk Industry (TSE:2264) Aren't Appealing

Sep 11
Return Trends At Morinaga Milk Industry (TSE:2264) Aren't Appealing

An Intrinsic Calculation For Morinaga Milk Industry Co., Ltd. (TSE:2264) Suggests It's 41% Undervalued

Jul 27
An Intrinsic Calculation For Morinaga Milk Industry Co., Ltd. (TSE:2264) Suggests It's 41% Undervalued

Morinaga Milk Industry Co., Ltd.'s (TSE:2264) Price Is Right But Growth Is Lacking

Jul 12
Morinaga Milk Industry Co., Ltd.'s (TSE:2264) Price Is Right But Growth Is Lacking

Additional Considerations Required While Assessing Morinaga Milk Industry's (TSE:2264) Strong Earnings

May 22
Additional Considerations Required While Assessing Morinaga Milk Industry's (TSE:2264) Strong Earnings

Returns On Capital At Morinaga Milk Industry (TSE:2264) Have Stalled

Apr 15
Returns On Capital At Morinaga Milk Industry (TSE:2264) Have Stalled

Improved Earnings Required Before Morinaga Milk Industry Co., Ltd. (TSE:2264) Shares Find Their Feet

Feb 28
Improved Earnings Required Before Morinaga Milk Industry Co., Ltd. (TSE:2264) Shares Find Their Feet

Shareholder Returns

2264JP FoodJP Market
7D0.1%0.6%1.5%
1Y0.4%8.1%23.0%

Return vs Industry: 2264 underperformed the JP Food industry which returned 8.1% over the past year.

Return vs Market: 2264 underperformed the JP Market which returned 23% over the past year.

Price Volatility

Is 2264's price volatile compared to industry and market?
2264 volatility
2264 Average Weekly Movement2.5%
Food Industry Average Movement2.2%
Market Average Movement3.3%
10% most volatile stocks in JP Market7.6%
10% least volatile stocks in JP Market1.7%

Stable Share Price: 2264 has not had significant price volatility in the past 3 months compared to the JP market.

Volatility Over Time: 2264's weekly volatility (3%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19177,453Yohichi Ohnukiwww.morinagamilk.co.jp

Morinaga Milk Industry Co., Ltd., together with its subsidiaries, engages in the production and sale of various dairy products in Japan and internationally. The company offers milk products, including homogenized, sterilized whole, and enriched milk; beverages comprising milk-based, coffee, chilled tea, and various other beverages; Greek, fruit, and various other yogurt products; chilled desserts, such as baked, milk, and low carb pudding; and ice cream products. It also provides cheese and butter; infant formula and baby food products; milk powder, milk supplements, and bifidobacterium longum BB536 capsule; liquid diet and nursing care food products; and other products, including creaming powder, condensed milk, and tofu.

Morinaga Milk Industry Co., Ltd. Fundamentals Summary

How do Morinaga Milk Industry's earnings and revenue compare to its market cap?
2264 fundamental statistics
Market capJP¥294.63b
Earnings (TTM)JP¥4.84b
Revenue (TTM)JP¥564.21b
60.8x
P/E Ratio
0.5x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
2264 income statement (TTM)
RevenueJP¥564.21b
Cost of RevenueJP¥428.40b
Gross ProfitJP¥135.81b
Other ExpensesJP¥130.97b
EarningsJP¥4.84b

Last Reported Earnings

Jun 30, 2025

Next Earnings Date

Nov 11, 2025

Earnings per share (EPS)58.31
Gross Margin24.07%
Net Profit Margin0.86%
Debt/Equity Ratio46.2%

How did 2264 perform over the long term?

See historical performance and comparison

Dividends

2.6%
Current Dividend Yield
156%
Payout Ratio

Does 2264 pay a reliable dividends?

See 2264 dividend history and benchmarks
When do you need to buy 2264 by to receive an upcoming dividend?
Morinaga Milk Industry dividend dates
Ex Dividend DateSep 29 2025
Dividend Pay DateDec 05 2025
Days until Ex dividend11 days
Days until Dividend pay date78 days

Does 2264 pay a reliable dividends?

See 2264 dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/09/17 17:05
End of Day Share Price 2025/09/17 00:00
Earnings2025/06/30
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Morinaga Milk Industry Co., Ltd. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Shumpei KanekoBofA Global Research
Tokushi YamasakiDaiwa Securities Co. Ltd.
Ami YoshidaJ.P. Morgan