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Ajinomoto Co (AJINY) Fair Value & Analysis

Consumer Defensive · US · Market cap $27.1B

AC Ajinomoto Co logo Ajinomoto Co AJINY · US
Price$32.51
Fair Value$8.86
Upside-72.8%
Quality56/100
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Evidence: Medium Range $5.93 – $11.91 📤 Share as image

Fair value as of: Jul 14, 2026

From 24 valuation models · updated 11 days ago

Share price +11.9% over the past month.

Price vs Fair Value (12 months)

$35.29 $21.01 Fair Value $8.86 May 2025 May 2026

12‑month range $21.01 – $35.29 · fair‑value band $5.93 – $11.91 · the $32.51 price screens above the $8.86 fair value. As of Jul 14, 2026.

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Analysis

Ajinomoto Co (AJINY) currently trades at $32.51, while our model-based Fair Value estimate is $8.86, implying the stock looks roughly 72.8% overvalued today. We read business quality at 56/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: medium).

Over the trailing twelve months, Ajinomoto Co generated revenue of $1.5T at a net margin of 5.0%. Revenue grew 4.5% year over year. It earns a return on equity of 10.3%. Net debt stands at $291B. Fundamentals as of Jul 14, 2026

Our scenario range runs from $5.93 (bear case) to $11.91 (bull case); at $32.51, the current price sits above that range. The share trades about 8% below its 52-week high and 58% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at -73%, AJINY screens richer than that median.

Key figures & financial health

Revenue (TTM) $1.5T
Revenue growth (YoY) +4.5%
Net margin 5.0%
Return on equity 10.3%
Free cash flow $115B FY2025
P/E ratio 117.5
More key figures
Operating margin 12.9%
EPS (TTM) $0.2400
Dividend yield 1.0%
EPS growth (YoY) +23.8%
Net debt $291B FY2025

Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.

About the company

Ajinomoto Co., Inc. engages in the seasonings and foods, frozen foods, and healthcare and other businesses in Japan and internationally. The Seasonings and Foods segment offers sauces and seasoning products under the AJI-NO-MOTO, HON-DASHI, Cook Do, Ajinomoto KK Consommé, Pure Select Mayonnaise, Ros Dee, Masako, Aji-ngon, Sazón, Sajiku, and CRISPY FRY names. This segment also provides instant noodles under the Knorr Cup Soup and YumYum names; coffee beverages under the Birdy and Blendy brands; powdered drink under the Birdy 3in1 name; MAXIM brand products; A Little Luxury Coffee Shop brand products and various gifts, office drinks, cup vending machines, and tea dispensers, etc. The Frozen Foods segment offers Gyoza dumplings, rice dishes, noodles, sweets, shumai, processed chicken, and other products. The Healthcare and Other segment provides amino acids for applications in various industries, such as pharmaceuticals and foods; contract development and manufacturing services for …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Ajinomoto Co reported revenue of $1.5T in FY2025 versus $1.1T in FY2021, a compound +9.3%/yr. Reported net income was $70.3B in FY2025, compounding +4.3%/yr from FY2021.

Revenue +9.3%/yr
FY21 $1.1T
FY22 $1.1T
FY23 $1.4T
FY24 $1.4T
FY25 $1.5T
Net income +4.3%/yr
FY21 $59.4B
FY22 $75.7B
FY23 $94.1B
FY24 $87.1B
FY25 $70.3B

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Cite: Fair Value Calculator (2026). "Ajinomoto Co Fair Value". https://www.fairvalue-calculator.com/stock/AJINY

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Frequently asked questions

Is Ajinomoto Co (AJINY) undervalued?
As of Jul 14, 2026, our model estimates a fair value of $8.86 versus a price of $32.51, about −73% (overvalued). Model-based estimate, not financial advice.
What is the fair value of AJINY?
Our model-based fair value for Ajinomoto Co is $8.86 (as of Jul 14, 2026), built from audited fundamentals. The current price is $32.51.
What is the quality score of AJINY?
Ajinomoto Co has a Quality Score of 56/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Ajinomoto Co (AJINY)?
Ajinomoto Co reported trailing-twelve-month revenue of about $1.5T (latest available figure, as of Jul 14, 2026).
What is the net profit margin of AJINY?
The net profit margin of Ajinomoto Co is about 5.0%, meaning it keeps roughly 5.0% of revenue as net income. Based on the latest reported figures.
Does Ajinomoto Co pay a dividend?
Ajinomoto Co currently shows a dividend yield of about 1.03% relative to its recent price (as of Jul 14, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.