Nissin Foods makes instant noodles, including the Cup Noodle and Cup Noodle Pro lines, and sells them across Japan and in a growing set of overseas markets. Its edge is brand scale in a category where the cup format and the Cup Noodle name carry decades of recognition, which supports a 34.2% gross margin that is well above what most packaged food companies earn. The near-term driver is pricing and volume recovery after the input cost squeeze of recent years, with revenue growing 10.0% against a much flatter operating margin of 7.3%, so the question is how much of the top-line momentum reaches profit. At 14.8x forward earnings against 18.5x trailing, the market is pricing in meaningful earnings growth, and that gap makes the name worth a closer look at whether the margin recovery is real and durable.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥3315 | first publication | ¥3066 |
Answered from Nissin Foods Holdings Co.,Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 2897.T Nissin Foods Holdings Co.,Ltd. | ¥3095.00 | - | - | 18.7x | 9.6% | 52 | 61 |
| AAK.ST AAK AB (publ.) | kr 182.60 | kr 192 | 5% below | 13.7x | 18.7% | 73 | 47 |
| 2212.T Yamazaki Baking Co., Ltd. | ¥3922.00 | - | - | 18.2x | 8.9% | 56 | 63 |
| 2875.T Toyo Suisan Kaisha, Ltd. | ¥10930.00 | - | - | 14.8x | 14.1% | 75 | 68 |
| GRUMAB.MX Gruma | MXN 250.88 | MXN 410 | 39% below | 9.8x | 22.1% | 69 | 54 |
| 2269.T Meiji Holdings Co., Ltd. | ¥4408.00 | - | - | 29.6x | 5.5% | 56 | 65 |
| PATANJALI.NS Patanjali Foods Limited | ₹349.75 | - | - | 19.6x | - | 51 | 53 |
Where 2897.T ranks against its sector peers on each metric.