Kagome Co (KGMEF) Fair Value & Analysis

Consumer Defensive · US · Market cap $2.4B

Below-average quality, and screening another 23% overvalued on our models.

What matters now

• The price sits above even our optimistic bull case ($25.37). The favourable scenario is already priced in.
• Solid but not exceptional quality (46/100) and above fair value, neither a clear bargain nor a standout compounder.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 18, 2026.

How to read this chart

60‑month range $23.62 – $26.50 · fair‑value band $14.25 – $25.37 · the $26.50 price screens above the $20.30 fair value. Dashed = 300-day average. As of Jul 18, 2026.

Full chart & analysis →

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Analysis

Kagome Co (KGMEF) currently trades at $26.50, while our model-based Fair Value estimate is $20.30, implying the stock looks roughly 23.4% overvalued today. The Quality Score stands at 46/100 (below-average 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: high).

Over the trailing twelve months, Kagome Co generated revenue of $295B at a net margin of 4.8%. Revenue grew 0.6% year over year. It earns a return on equity of 7.7%. Net debt stands at $55.7B. Fundamentals as of Jul 18, 2026

Our scenario range runs from $14.25 (bear case) to $25.37 (bull case); at $26.50, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades near its 52-week high and 20% 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 -23%, KGMEF screens richer than that median.

Fair Value models

Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.

Widest divergence: DCF Models ($21.69) versus Asset-Based ($9.87). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

Kagome Co., Ltd. is involved in the manufacturing, purchasing, and sale of vegetable drinks and food products in Japan and internationally. It operates through three segments: Domestic Processed Food Business, International Business, and Others.

Full company description

Kagome Co., Ltd. is involved in the manufacturing, purchasing, and sale of vegetable drinks and food products in Japan and internationally. It operates through three segments: Domestic Processed Food Business, International Business, and Others. The Domestic Processed Food Business segment manufactures and sells beverages, preserved food, seasonings, and other products. The International Business segment engages in seed, seedling, and farming product development, processing, and sale activities. The Others segment offers tomato paste, diced tomatoes, carrot juice, frozen Mediterranean vegetables, pizza sauce, barbecue sauce, and tomato ketchup. In addition, the company develops and sells health support services. Further, the company serves processed food manufacturers, food service providers, retail outlets, DtoC, and home meal replacement vendors. Additionally, it sells its products through local distributors and cross-border e-commerce channels. Kagome Co., Ltd. was founded in 1899 and is headquartered in Nagoya, Japan.

Company description, as reported by the company or data provider.

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Kagome Co reported revenue of $294B in FY2025 versus $190B in FY2021, a compound +11.6%/yr. Reported net income was $14.8B in FY2025, compounding +11.0%/yr from FY2021.

KGMEF screens 23% overvalued. Compare with Nestlé India Limited →

Peer Group

Packaged Foods · 653 stocks

How this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.

Valuation Multiples vs Packaged Foods median · lower = cheaper

Snowflake

Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.

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Frequently asked questions

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.