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Suntory Beverage & Food Limited (STBFY) Stock Analysis

$14.15 +$0.17 (+1.22%) |CouncilSplit View · 38 · D
Signals are mixed — the Council read leans Split View (38/100) while the AI fundamental score is 48/100 (grade C); the two lenses disagree, so weigh the breakdown below. Strongest single signal: Ray Dalio bullish.
MCap: $8.74B| Vol: 2.4K|
Data from FMP · Methodology

For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.

Suntory Beverage & Food Limited (STBFY) trades at $14.15 with AI Score 48/100 (Grade C). Suntory Beverage & Food Limited is a global beverage company headquartered in Japan, producing a wide range of non-alcoholic… Market cap: $8.74B, Sector: Consumer defensive.

Price as of Jul 24, 2026 · Last analyzed: Mar 15, 2026
Suntory Beverage & Food Limited is a global beverage company headquartered in Japan, producing a wide range of non-alcoholic drinks. With a diverse portfolio and significant international presence, the company leverages its established brands and distribution networks to maintain a competitive edge in the consumer defensive sector.

Analyst Coverage for STBFY: STBFY does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates STBFY against Consumer Defensive peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.

Watch the STBFY film Every key number, told as a short cinematic story — just press play. ~2 min
Council Score · Weighted Average of 3 Disciplines
Split View 38/100 · D

STBFY: the 3 scored disciplines are evenly split. Dominant signal: Ray Dalio bullish.

How is this calculated? →
Legends Council · 5 Legends + Moon AI
Ray Dalio
Bullish
Munger's Mindset · Balance Sheet & Valuation
Financial Health
Moderate
Margin of Safety
Undervalued
Council Score · Weighted Average of 3 Disciplines · See tabs for details →

Why this analysis is different

  • A 9-signal quantitative MoonshotScore built from filings, insider activity, and market data — computed from the numbers, not from opinion.
  • An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
  • Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Suntory Beverage & Food Limited (STBFY) Consumer Business Overview

CEOMakiko Ono
Employees23,000
HeadquartersTokyo, JP
IPO Year2014

Suntory Beverage & Food Limited is a global player in the consumer defensive sector, offering a diverse portfolio of beverages including mineral water, coffee, tea, and carbonated drinks. With a strong presence in Japan, Europe, Asia, and the Americas, the company leverages its established brands and distribution network to compete in the beverage market.

Data Provenance | Financial Data Quantitative Analysis NASDAQ Analysis: Mar 15, 2026

What Is the Investment Thesis for STBFY?

As of Mar 15, 2026 — figures reflect the data available on that date.

Suntory Beverage & Food Limited presents a stable investment opportunity within the consumer defensive sector, supported by its diverse product portfolio and global presence. With a P/E ratio of 15.99 and a dividend yield of 2.61%, the company offers a blend of value and income. A profit margin of 5.2% and gross margin of 37.4% indicate solid profitability. Upcoming growth catalysts include expansion in emerging markets and continued product innovation. Potential risks include currency fluctuations and changing consumer preferences. The company's low beta of -0.12 suggests relatively low volatility compared to the market.

Based on FMP financials and quantitative analysis

STBFY Key Highlights

  • Market capitalization of $8.74B, reflecting its significant presence in the beverage industry.
  • P/E ratio of 15.99, suggesting a reasonable valuation compared to its earnings.
  • Dividend yield of 2.61%, providing a steady income stream for investors.
  • Gross margin of 37.4%, indicating efficient cost management in its operations.
  • Beta of -0.12, suggesting lower volatility compared to the overall market.

Who Are STBFY's Competitors?

STBFY is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

Company Price Change Market Cap AI Score
BPPPF Bid Corporation Limited $25.52 +0.00% $8.57B 52
CRHKF China Resources Beer (Holdings) Company Limited $2.96 +0.00% $9.60B 50
CRHKY China Resources Beer (Holdings) Company Limited $6.10 -0.65% $9.89B 44
JSNSF J Sainsbury plc $4.58 -11.41% $10.0B 49
KIKOF Kikkoman Corporation $10.20 +0.00% $9.45B 49
STBFF Suntory Beverage & Food Limited $27.65 +0.00% $8.54B 45
TSGTY Tsingtao Brewery Company Limited $28.41 +0.00% $9.21B 41
TSGTF Tsingtao Brewery Company Limited $5.60 -5.08% $9.22B 41

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are STBFY's Key Strengths?

  • Strong brand portfolio with established brands.
  • Extensive distribution network across multiple continents.
  • Diverse product range catering to various consumer preferences.
  • Solid financial performance with consistent profitability.

What Are STBFY's Weaknesses?

  • Exposure to currency fluctuations due to its global operations.
  • Dependence on key markets such as Japan and Europe.
  • Intense competition in the beverage industry.
  • Potential impact from changing consumer preferences and health trends.

What Could Drive STBFY Stock Higher?

  • Expansion in emerging markets, driving revenue growth.
  • Product innovation and development of new beverages.
  • Strategic acquisitions to expand product portfolio and geographic reach.

What Are the Key Risks for STBFY?

  • Currency fluctuations impacting financial results.
  • Changes in consumer preferences and health trends.
  • Economic downturns reducing consumer spending.
  • Intense competition in the beverage industry.

What Are the Growth Opportunities for STBFY?

  • Expansion in Emerging Markets: Suntory Beverage & Food Limited has the opportunity to expand its presence in emerging markets, particularly in Asia and South America. These regions offer significant growth potential due to increasing disposable incomes and a growing demand for beverages. By tailoring its product offerings to local tastes and preferences, the company can capture a larger share of these markets. Timeline: Ongoing.
  • Product Innovation: Continuous product innovation is crucial for Suntory Beverage & Food Limited to maintain its competitive edge. Developing new and innovative beverages that cater to changing consumer preferences, such as healthier options and functional drinks, can drive revenue growth. Investing in research and development and staying ahead of market trends are essential. Timeline: Ongoing.
  • Strategic Acquisitions: Suntory Beverage & Food Limited can pursue strategic acquisitions to expand its product portfolio and geographic reach. Acquiring smaller beverage companies with established brands or distribution networks can provide access to new markets and customer segments. Careful due diligence and integration are crucial for successful acquisitions. Timeline: Ongoing.
  • Strengthening Brand Loyalty: Building and maintaining strong brand loyalty is essential for long-term success. Investing in marketing and advertising campaigns to promote its brands and engage with consumers can help Suntory Beverage & Food Limited differentiate itself from competitors and retain customers. Timeline: Ongoing.
  • Enhancing Distribution Network: Optimizing and expanding its distribution network can improve Suntory Beverage & Food Limited's ability to reach customers and increase sales. Investing in logistics and supply chain management can ensure efficient delivery of its products to retailers and consumers. Timeline: Ongoing.

What Opportunities Does STBFY Have?

  • Expansion in emerging markets with high growth potential.
  • Product innovation to cater to changing consumer tastes.
  • Strategic acquisitions to expand its product portfolio and geographic reach.
  • Increased focus on sustainability and environmental responsibility.

What Threats Does STBFY Face?

  • Economic downturns and reduced consumer spending.
  • Increased competition from new entrants and established players.
  • Changes in government regulations and taxes.
  • Negative publicity or product recalls.

What Are STBFY's Competitive Advantages?

  • Strong brand recognition and loyalty for key brands such as Suntory Tennensui and Boss.
  • Extensive distribution network across multiple continents.
  • Diverse product portfolio catering to various consumer preferences.
  • Established presence in key markets such as Japan and Europe.

What Does STBFY Do?

Suntory Beverage & Food Limited was established in 2009 as a subsidiary of Suntory Holdings Limited. The company has grown to become a significant player in the global beverage industry, manufacturing and selling a wide array of beverages and foods across multiple continents. Its product portfolio includes mineral water, coffee drinks, tea drinks, carbonated drinks, and sports drinks, catering to diverse consumer preferences. Key brands include Suntory Tennensui, Boss coffee, Suntory Green Tea Iyemon, Pepsi Japan cola, Orangina, Lucozade, and Ribena. The company operates in Japan, Europe, Asia, Oceania, and the Americas, demonstrating its global reach. Suntory Beverage & Food Limited focuses on innovation and brand development to maintain its competitive edge in the consumer defensive sector, adapting to changing consumer tastes and market trends.

What Products and Services Does STBFY Offer?

  • Manufactures and sells a wide range of beverages including mineral water, coffee drinks, and tea drinks.
  • Offers carbonated drinks and sports drinks to cater to diverse consumer preferences.
  • Provides food products for specified health uses.
  • Markets its products under well-known brands such as Suntory Tennensui, Boss, and Orangina.
  • Operates in Japan, Europe, Asia, Oceania, and the Americas.
  • Focuses on product innovation and brand development to maintain a competitive edge.

How Does STBFY Make Money?

  • Manufacturing and selling beverages and foods through various distribution channels.
  • Generating revenue through the sale of its products to retailers and consumers.
  • Investing in marketing and advertising to promote its brands and drive sales.
  • Focusing on product innovation to meet changing consumer preferences.

What Industry Does STBFY Operate In?

Suntory Beverage & Food Limited operates within the competitive beverage industry, which is characterized by constant innovation and evolving consumer preferences. The global beverage market is driven by factors such as population growth, urbanization, and increasing disposable incomes, particularly in emerging markets. Key competitors include companies like BPPPF (Britvic PLC), CRHKF (China Resources Beer (Holdings) Co Ltd), and JSNSF (Asahi Group Holdings, Ltd.). The company's success depends on its ability to adapt to changing consumer tastes, maintain brand loyalty, and efficiently manage its supply chain.

Who Are STBFY's Key Customers?

  • Retail consumers who purchase beverages and foods for personal consumption.
  • Retailers who stock and sell Suntory Beverage & Food Limited's products in their stores.
  • Food service providers who offer Suntory Beverage & Food Limited's products to their customers.
AI Confidence: 70% Updated: Mar 15, 2026

STBFY Valuation & Market Position

With a $8.74B market cap, Suntory Beverage & Food Limited sits in the mid-cap segment of the market. Relative to its peer group, STBFY's quantitative score of 48/100 is roughly in line with the peer average of 49/100.

FY2026 estForward Outlook

Wall Street analysts project Suntory Beverage & Food Limited revenue of about $1.86T for fiscal 2026, with EPS near $145.77. The estimate reflects 11 contributing analysts.

F-Score 6/9Financial Health

Suntory Beverage & Food Limited's Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 2.77 places it in the grey zone, a middle ground that warrants monitoring.

ROE 7%Key Financial Metrics

Return on equity for Suntory Beverage & Food Limited stands at 6.9%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.0%, showing how much profit it generates from its asset base. STBFY trades at a trailing price-to-earnings ratio of 16.12, below the Consumer Defensive sector average of ~28x. Its free cash flow yield is 5.4%, a gauge of the cash the business throws off relative to its market value. A current ratio of 1.30 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 6.2%, the inverse of the P/E and a quick read on earnings relative to price.

STBFY Financials

Fundamental Snapshot

Revenue Growth (FY)
+1.1%
Net Income Growth (FY)
-5.1%
EPS Growth (FY)
-0.5%
Free Cash Flow Growth (FY)
-19.8%
P/E (TTM)
16.1
Return on Equity (TTM)
+6.9%
Current Ratio
1.3
EV/EBITDA (TTM)
5.5

Based on FMP financials and quantitative analysis · FY 2025

Bull Case vs Bear Case

Bull Case

  • Suntory's strong brand recognition in Asia fuels consistent consumer demand, particularly for its ready-to-drink tea and coffee products. Think of it like Coca-Cola's global dominance, but focused on specific Asian beverage categories.
  • Recent insider buying activity suggests confidence in the company's future performance. It's a signal that those closest to the business see value, similar to when company executives loaded up on shares of Google before a major product launch.
  • Positive community sentiment indicates strong brand loyalty and anticipation for new product releases. This buzz can translate into real sales, much like the hype around Apple's new iPhones.
  • Suntory's focus on innovation and adapting to local tastes positions them well for continued growth in diverse Asian markets. They're not just selling drinks; they're selling experiences, similar to how Starbucks built its empire.

Bear Case

  • Increased competition from local beverage brands could erode Suntory's market share. It's a classic David vs. Goliath scenario, where nimble local players can undercut established giants.
  • Negative community sentiment regarding potential pricing changes or product quality issues could lead to decreased sales. This is similar to how consumer backlash impacted Bud Light's sales after a marketing controversy.
  • Fluctuations in raw material costs (sugar, tea leaves, etc.) could squeeze Suntory's profit margins. This is a constant challenge for food and beverage companies, like the impact of coffee bean prices on Starbucks' profitability.
  • Geopolitical instability in key Asian markets could disrupt Suntory's supply chain and distribution networks. Think of the impact of trade wars on global supply chains, creating uncertainty and potential delays.

AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026

STBFY Latest News

STBFY Analyst Consensus

Consensus Rating

Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for STBFY.

Price Targets

Wall Street price target analysis for STBFY.

STBFY MoonshotScore

48/100

What does this score mean?

The MoonshotScore rates STBFY 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.

Leadership: Makiko Ono

Unknown

Makiko Ono currently manages 23,000 employees at Suntory Beverage & Food Limited. Additional background information regarding her career history, education, and previous roles is not available in the provided data.

Track Record: Information regarding Makiko Ono's specific achievements, strategic decisions, and company milestones under her leadership is not available in the provided data.

Suntory Beverage & Food Limited ADR Information Unsponsored

An American Depositary Receipt (ADR) is a certificate representing shares of a foreign company trading on U.S. stock exchanges. STBFY is an ADR, allowing U.S. investors to invest in Suntory Beverage & Food Limited without directly dealing with foreign markets. The ADR price reflects the value of the underlying STBF shares.

  • Home Market Ticker: Tokyo, JP
  • ADR Level: 1
  • ADR Ratio: 1:1
  • Home Market Ticker: STBF
Currency Risk: As an ADR, STBFY is subject to currency risk. The value of the ADR can be affected by fluctuations in the exchange rate between the Japanese Yen (JPY) and the U.S. Dollar (USD). A stronger Yen can increase the value of the ADR, while a weaker Yen can decrease it.
Tax Implications: Dividends paid on STBFY may be subject to foreign dividend withholding taxes imposed by the Japanese government. The standard withholding tax rate can vary, but a tax treaty between the U.S. and Japan may reduce the rate for eligible U.S. investors. Consult a tax advisor for specific guidance.
Trading Hours: The Tokyo Stock Exchange (TSE) operates on a different time zone than U.S. stock exchanges. When the TSE is open, U.S. markets are typically closed, and vice versa. This can affect the timing of price movements and trading opportunities for STBFY, as the ADR price may react to news and events that occur during TSE trading hours.

STBFY OTC Market Information

The OTC Other tier represents the lowest tier of the over-the-counter (OTC) market. Companies in this tier often have limited financial disclosure and may not meet the listing requirements of major exchanges like the NYSE or NASDAQ. Investing in OTC Other stocks carries higher risks due to the potential for less transparency and regulatory oversight compared to listed companies.

  • OTC Tier: OTC Other
Liquidity: Liquidity for STBFY on the OTC market may be limited, potentially resulting in wider bid-ask spreads and difficulty in executing large trades without significantly impacting the price. Lower trading volumes can also increase price volatility. Investors should be aware of these liquidity risks before investing.
OTC Risk Factors:
  • Limited financial disclosure and transparency.
  • Potential for lower trading volumes and liquidity.
  • Higher price volatility compared to listed stocks.
  • Increased risk of fraud or manipulation.
  • Limited regulatory oversight and investor protection.
Due Diligence Checklist:
  • Verify the company's registration and legal status.
  • Obtain and review available financial statements and reports.
  • Assess the company's business model and competitive landscape.
  • Evaluate the company's management team and track record.
  • Understand the risks associated with investing in OTC stocks.
  • Consult with a financial advisor before investing.
  • Check for any regulatory actions or legal issues.
Legitimacy Signals:
  • Subsidiary of Suntory Holdings Limited, a well-established company.
  • Presence in the consumer defensive sector, which tends to be more stable.
  • Global operations across multiple continents.
  • Established brands and product portfolio.

Common Questions About STBFY (Consumer Defensive)

What does the AI Score mean for STBFY?

STBFY holds an AI Score of 48/100 (Grade: C). This is an educational research signal, not a buy or sell recommendation. Suntory Beverage & Food Limited is a global beverage company headquartered in Japan, producing a wide range of non-alcoholic drinks. With a diverse portfolio and significant international presence …

What does Suntory Beverage & Food Limited do?

Suntory Beverage & Food Limited manufactures, markets, and sells a diverse range of non-alcoholic beverages, including mineral water, coffee, tea, carbonated drinks, and sports drinks. Operating in Japan, Europe, Asia, Oceania, and the Americas, the company caters to a broad consumer base with brands like Suntory Tennensui, Boss coffee, Orangina, Lucozade, and Ribena.

What are the main risks for STBFY?

Suntory Beverage & Food Limited faces several risks, including currency fluctuations due to its global operations, which can impact financial results. Changing consumer preferences and health trends may affect demand for certain products. Economic downturns could reduce consumer spending on beverages. Intense competition in the beverage industry requires continuous innovation and marketing efforts to maintain market share. These factors could affect the company's profitability and growth prospects.

What are the key factors to evaluate for STBFY?

Suntory Beverage & Food Limited (STBFY) holds an AI score of 48/100 (low). Not financial advice.

How frequently does STBFY data refresh on this page?

STBFY's price was last updated on Jul 24, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.

What has driven STBFY's recent stock price performance?

Suntory Beverage & Food Limited (STBFY) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Strong brand portfolio with established brands. See the News tab for the latest drivers. Past performance does not predict future results.

Should investors consider STBFY overvalued or undervalued right now?

Suntory Beverage & Food Limited (STBFY) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.

How do I research STBFY before investing?

Before investing in Suntory Beverage & Food Limited (STBFY), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).

Why might investors consider adding STBFY to a portfolio?

Key strength of Suntory Beverage & Food Limited (STBFY): Strong brand portfolio with established brands. Weigh rewards against risks and diversify. Not financial advice.

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

Official Resources

Price as of Analysis updated AI Score refreshed daily
Data Sources & Methodology
Market data powered by Financial Modeling Prep & Yahoo Finance. AI analysis by Stock Expert AI proprietary algorithms. Technical indicators via industry-standard calculations. Last updated: .
Data Provenance
Sources: Financial Modeling Prep (FMP) — Primary · Yahoo Finance — Fallback · Alpaca — Tertiary
Last fetched:
Cache TTL: Quote 5min · Profile 7d · Financials 7d · Insider 48h
How we use AI: Numbers are pulled directly from FMP & Yahoo Finance — our AI writes the analysis, it never edits the figures.
Data provided as-is for educational purposes. Not financial advice. Methodology

Data provided for informational purposes only.

Analysis Notes
  • CEO tenure could not be calculated due to missing start date.
  • AI analysis is pending.
Data Sources

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