NH Foods Ltd (NIPMY) Fair Value & Analysis

Consumer Defensive · US · Market cap $4.0B

A solid business, screening 14% undervalued on our models.

What matters now

• A fairly wide model range ($15.42 to $32.14) leaves room in how you read the outcome.
• Our model range runs from $15.42 (bear) to $32.14 (bull), base $24.03. The closer the price sits to the lower half, the larger the margin of safety.
• Quality 69/100 (solid quality) with high evidence: the data supports the verdict.

Price vs Fair Value (5 years)

White line = price, green steps = our fair value per fiscal year. As of Jul 17, 2026.

How to read this chart

60‑month range $10.48 – $22.71 · fair‑value band $15.42 – $32.14 · the $21.00 price screens below the $24.03 fair value. As of Jul 17, 2026.

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Analysis

NH Foods Ltd (NIPMY) currently trades at $21.00, while our model-based Fair Value estimate is $24.03, implying the stock looks roughly 14.4% undervalued today. The Quality Score stands at 69/100 (solid quality), in the Consumer Defensive sector. Bull case: trading below our estimate, it may offer upside if the fundamentals hold. Bear case: a low price can be a value trap when quality is weak or the data is thin (evidence: high), always confirm before acting.

Over the trailing twelve months, NH Foods Ltd generated revenue of $1.5T at a net margin of 2.4%. Revenue grew 10.5% year over year. It earns a return on equity of 6.8%. Net debt stands at $161B. Fundamentals as of Jul 17, 2026

Our scenario range runs from $15.42 (bear case) to $32.14 (bull case); at $21.00, the current price sits within 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 about 1% below its 52-week high, currently above its 200-day average. For context, the median of 10 Consumer Defensive peers we cover trades at -3% fair-value upside, at 14%, NIPMY screens cheaper 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: Multiples ($25.50) versus Asset-Based ($12.72). Highest evidence: Growth DCF (80).

Key figures & financial health

Quality Score breakdown

About the company

NH Foods Ltd. engages in manufacturing and selling ham, sausage, processed food, meat, and dairy product in Japan and internationally. It operates through Processed Foods Business Division and the Fresh Meat Business Division.

Full company description

NH Foods Ltd. engages in manufacturing and selling ham, sausage, processed food, meat, and dairy product in Japan and internationally. It operates through Processed Foods Business Division and the Fresh Meat Business Division. The Processed Foods Business division offers ham and sausages under the SCHAU ESSEN brand; and Chinese food meal kits under the Chuka Meisai brand; chilled pizza under the Ishigama Kobo brand; and other meat product under the Hokkaido Carl Ramon and Kamakura Ham Tomioka brands. This segment also provides dairy products, such as cheese and yogurt products. The Fresh Meats Business division is involved in the production and raising, slaughtering, processing, distribution, and sale of fresh meat product. The company also engages in the operation of a football club, baseball club, and ballpark. It also exports its products. The company was formerly known as Nippon Meat Packers Inc. and changed its name to NH Foods Ltd. in June 2014. NH Foods Ltd. was founded in 1942 and is headquartered in Osaka, Japan.

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

Revenue & earnings trend

FY2022 – FY2026 · reported fiscal years

NH Foods Ltd reported revenue of $1.5T in FY2026 versus $1.2T in FY2022, a compound +7.1%/yr. Reported net income was $37.2B in FY2026, compounding −6.2%/yr from FY2022.

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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.