Suntory Beverage & Food makes packaged soft drinks, tea, coffee and functional drinks under brands including Boss, Iyemon, and Lucozade Sport, which it sells across Japan and internationally, with a large Asian and European footprint. Its distribution and vending network in Japan, plus the scale of its bottling operations, gives it a cost and shelf-space position that smaller competitors struggle to match. The main near-term driver is sustained top-line growth, with revenue up 11.9%, while operating margin of 9.5% leaves room for operating leverage if pricing holds. The stock trades at 16.6x trailing earnings and 14.6x forward, a modest premium-to-discount call that depends on whether margins recover from current levels. ROE of 8.0% is the weak point and needs a look at the balance sheet and capital allocation before the name earns deeper work.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥5480 | first publication | ¥4852 |
Answered from Suntory Beverage & Food Limited fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 2587.T Suntory Beverage & Food Limited | ¥4843.00 | - | - | 16.7x | 8.0% | 60 | 65 |
| PRMB Primo Brands Corporation Class A Common Stock | $20.14 | $17 | 15% above | 67.1x | 3.6% | 37 | 50 |
| CELH Celsius Holdings Inc. Common Stock | $28.36 | $22 | 31% above | 123.8x | 5.1% | 68 | 42 |
| COKE Coca-Cola Consolidated Inc. Common Stock | $214.93 | $170 | 26% above | 27.0x | 97.3% | 60 | 67 |
| VBL.NS Varun Beverages Limited | ₹400.80 | - | - | 40.1x | 16.9% | 79 | 52 |
| 2267.T Yakult Honsha Co.,Ltd. | ¥2818.00 | - | - | 18.8x | 8.2% | 67 | 65 |
| ANDINA-B.SN Embotelladora Andina S.A | CLP 4938.20 | - | - | 17.3x | 23.8% | 64 | 64 |
Where 2587.T ranks against its sector peers on each metric.