Coca-Cola Bottlers Japan bottles and distributes Coca-Cola trademark beverages across most of Japan, including Coca-Cola, Georgia, Aquarius and Fanta, sold through vending machines, convenience stores and retail channels. Its moat is its exclusive franchise territory and distribution network, which is hard to replicate in a dense market with high vending density. The stock is trading at 35.7x trailing and 41.2x forward earnings, a premium that prices in a recovery the current numbers do not yet show: revenue fell 0.7%, operating margin is 3.9% and ROE is 5.4%. The thesis therefore rests on margin repair from a 45.1% gross margin base, which would need to flow through to operating income for the multiple to look reasonable. That is worth a deeper look only if the margin trajectory in the next reporting cycles can be verified.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥3650 | first publication | ¥3854 |
Answered from Coca-Cola Bottlers Japan Holdings Inc. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 2579.T Coca-Cola Bottlers Japan Holdings Inc. | ¥3901.00 | - | - | 34.9x | 5.4% | 56 | 47 |
| ANDINA-A.SN Embotelladora Andina S.A | CLP 3975.00 | - | - | 13.9x | 23.8% | 64 | 68 |
| FIZZ National Beverage Corp. Common Stock | $37.07 | $29 | 28% above | 19.4x | 40.1% | 85 | 57 |
| ANDINA-B.SN Embotelladora Andina S.A | CLP 4938.20 | - | - | 17.3x | 23.8% | 64 | 64 |
| COCO The Vita Coco Company Inc. Common Stock | $59.00 | $27 | 115% above | 28.6x | 31.4% | 93 | 75 |
| 2267.T Yakult Honsha Co.,Ltd. | ¥2818.00 | - | - | 18.8x | 8.2% | 67 | 65 |
| CELH Celsius Holdings Inc. Common Stock | $28.36 | $22 | 31% above | 123.8x | 5.1% | 68 | 42 |
Where 2579.T ranks against its sector peers on each metric.