Consumer Defensive
Ajinomoto Co., Inc.(AJINF)
Live Price
Offline$37.00
+22.92% today
1Y Change
+50.60%
Window
Jun 25, 2025 β Jun 22, 2026
- Market Cap
- $4.68T
- Revenue Growth
- +6.3%
- EPS Growth
- -58.3%
- Dividend Yield
- 1.0%
Coverage: 248 bars Β· Jun 25, 2025 β Jun 22, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Ajinomoto Co., Inc. (AJINF) is a Consumer Defensive stock with a market cap of $4.68T and listed on OTC. The stock last traded around $37.00 and up 50.6% across the available one-year price window (Jun 25, 2025 β Jun 22, 2026). Baseline metrics include revenue growth of +6.3%, EPS growth of -58.3%, a dividend yield of 1.0%. What stands out right now is revenue +6.3%, EPS -58.3%, free cash flow +19.5% with operating margin 10.4% and ROIC 8.5%. The dividend is present but secondary, with a yield around 1.0%. Valuation already assumes a fairly strong business story at P/E 61.1 and price/sales 3.0. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines AJINF price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Consumer Defensive peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Above sector median
+6.3% vs +1.7% peer median
Operating Margin
Above sector median
+10.4% vs +6.6% peer median
P/E
Above sector median
61.1 vs 14.0 peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report landed above expectations
Q2 2026 was reported on Jun 1, 2026 with an EPS surprise of +41.7%.
The operating picture looks softer than before
Revenue is at +6.3% and EPS is at -58.3%, with operating margin around 10.4%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 1.0%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -3.2% over the next 5 trading days and finished higher after 0 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS Ξ | 1D | 5D | 20D |
|---|---|---|---|---|
Q2 2026 Jun 1, 2026 | +41.7% | +0.0% | -3.2% | β |
Q2 2026 May 13, 2026 | +66.7% | -1.4% | -6.5% | -18.9% |
Q1 2026 Feb 19, 2026 | +5.4% | +0.0% | +0.0% | -15.5% |
Benchmark Edge
AJINF vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
AJINF
β
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
AJINF Max Drawdown
-32.83%
Trailing 1Y
SPY Max Drawdown
β
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for AJINF and SPY.
Company Overview
Ajinomoto Co., Inc.
Other OTC
Ajinomoto Co., Inc. engages in the seasonings and foods, frozen foods, and healthcare and other businesses in Japan and internationally. The company operates through three segments: Seasonings and Foods; Frozen Foods; and Healthcare and Others. The Seasonings and Foods segment offers sauces and seasonings products under the AJI-NO-MOTO, HON-DASHI, Cook Do, Ajinomoto KK ConsommΓ©, Pure Select Mayonnaise, Ros Dee, Masako, Aji-ngon, SazΓ³n, 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 servers, 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 and foods; sports nutrition products; and personal care ingredients, as well as engages in the provision of contract manufacturing services for pharmaceutical intermediates and active ingredients, and sterile products. This segment also offers Ajinomoto Build-up Film, an interlayer insulating material for semiconductor packages; food and drink products under the Glyna, Amino Aile, and amino VITAL names; and functional materials. The company was founded in 1909 and is headquartered in Tokyo, Japan.
- Leadership
- Shigeo Nakamura
- IPO Date
- May 15, 2012
- Employees
- 34.9k
- Street Address
- 15-1, Kyobashi 1-chome
- Mailing
- Tokyo, 104-8315
- Region
- Tokyo, JP
- Reporting Currency
- USD
- Investor Line
- 81 3 5250 8111
- Last Updated
- May 6, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 61.1
- EV/EBITDA
- 23.3
- Price/Sales
- 3.0
- Price/Book
- 6.4
Growth
- Revenue
- +6.3%
- EPS
- -58.3%
- Free Cash Flow
- +19.5%
Profitability
- Gross Margin
- 37.2%
- Operating Margin
- 10.4%
- Net Margin
- 5.0%
- ROE
- 10.7%
- ROIC
- 8.5%
Balance Sheet
- Debt/Equity
- 0.60
- Current Ratio
- 1.51
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.