Kadoya Sesame Mills (TSE:2612) Cyclically Adjusted PB Ratio: 1.49 (As of Aug. 16, 2026) — Near Median

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TSE:2612 Kadoya Sesame Mills Inc TSE:2612
72 GF Score
Price 円1,744.00
GF Value 円1,360.88
Valuation Modestly Overvalued
! 2 Warning Signs
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What is Kadoya Sesame Mills Cyclically Adjusted PB Ratio?

Kadoya Sesame Mills TSE:2612 -0.17% 72 Cyclically Adjusted PB Ratio is 1.49 as of Aug. 16, 2026, which is 4% above its 10-year median of 1.43. GuruFocus rates TSE:2612 with a GF Score™ of 72/100 and a GF Value™ of 円1,360.88 (Modestly Overvalued). The stock has 2 warning signs investors should review. Among 1,386 Consumer Packaged Goods companies, Kadoya Sesame Mills ranks worse than 55.84% on this metric.

As of today (2026-08-16), Kadoya Sesame Mills's current share price is 円1744.00. Kadoya Sesame Mills's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 was 円1,166.90. Kadoya Sesame Mills's Cyclically Adjusted PB Ratio for today is 1.49.

The historical rank and industry rank for Kadoya Sesame Mills's Cyclically Adjusted PB Ratio or its related term are showing as below:

TSE:2612' s Cyclically Adjusted PB Ratio Range Over the Past 10 Years
Min: 1.1   Med: 1.43   Max: 3.03
Current: 1.49

During the past years, Kadoya Sesame Mills's highest Cyclically Adjusted PB Ratio was 3.03. The lowest was 1.10. And the median was 1.43.

TSE:2612's Cyclically Adjusted PB Ratio is ranked worse than
55.84% of 1386 companies
in the Consumer Packaged Goods industry
Industry Median: 1.28 vs TSE:2612: 1.49

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio. The Cyclically Adjusted Book per Share is the average of the inflation adjusted book value per share of a company over the past 10 years.

Kadoya Sesame Mills's adjusted book value per share data for the three months ended in Jun. 2026 was 円1,341.156. Add all the adjusted book value per share for the past 10 years together and divide the count will get our Cyclically Adjusted Book per Share, which is 円1,166.90 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Kadoya Sesame Mills  (TSE:2612) Cyclically Adjusted PB Ratio Explanation

Compared with the regular PB Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PB Ratio smoothed out the fluctuations of book value during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PB Ratio should give similar results to regular PB Ratio.


Kadoya Sesame Mills Cyclically Adjusted PB Ratio Related Terms


Kadoya Sesame Mills Cyclically Adjusted PB Ratio Historical Data

* Premium members only.

The historical data trend for Kadoya Sesame Mills's Cyclically Adjusted PB Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Kadoya Sesame Mills Cyclically Adjusted PB Ratio Chart

Kadoya Sesame Mills Annual Data
Trend Mar17 Mar18 Mar19 Mar20 Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
Cyclically Adjusted PB Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 1.41 1.24 1.25 1.11 1.35

Kadoya Sesame Mills Quarterly Data
Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Sep24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PB Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 1.10 1.13 1.17 1.35 1.57

TSE:2612 vs KHC, GIS: Cyclically Adjusted PB Ratio Comparison

For the Packaged Foods subindustry, Kadoya Sesame Mills's Cyclically Adjusted PB Ratio, along with its competitors' market caps and Cyclically Adjusted PB Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Kadoya Sesame Mills Cyclically Adjusted PB Ratio vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, Kadoya Sesame Mills's Cyclically Adjusted PB Ratio distribution charts can be found below:

* The bar in red indicates where Kadoya Sesame Mills's Cyclically Adjusted PB Ratio falls into.


TSE:2612
72GF Score
Kadoya Sesame Mills Inc TSE:2612
Cyclically Adjusted PB Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Kadoya Sesame Mills Cyclically Adjusted PB Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PB Ratio takes the Book Value per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/B calculation. Because it considers this 10-year average, it's often referred to as the CAPB Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PB Ratio.

Kadoya Sesame Mills's Cyclically Adjusted PB Ratio for today is calculated as

Cyclically Adjusted PB Ratio=Share Price/ Cyclically Adjusted Book per Share
=1744.00/1166.90
=1.49

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Kadoya Sesame Mills's Cyclically Adjusted Book per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Kadoya Sesame Mills's adjusted Book Value per Share data for the three months ended in Jun. 2026 was:

Adj_Book=Book Value per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=1341.156/113.6000*113.6000
=1,341.156

Current CPI (Jun. 2026) = 113.6000.

Kadoya Sesame Mills Quarterly Data

Book Value per Share CPI Adj_Book
201603 759.929 97.900 881.797
201606 749.929 98.100 868.419
201609 778.121 98.000 901.985
201612 813.227 98.400 938.847
201703 843.688 98.100 976.992
201706 842.376 98.500 971.512
201709 878.191 98.800 1,009.742
201712 914.043 99.400 1,044.621
201803 902.826 99.200 1,033.881
201806 898.804 99.200 1,029.276
201809 932.717 99.900 1,060.627
201812 951.920 99.700 1,084.635
201903 960.507 99.700 1,094.419
201906 947.935 99.800 1,079.012
201909 976.703 100.100 1,108.426
201912 998.406 100.500 1,128.546
202003 1,015.906 100.300 1,150.617
202006 1,008.442 99.900 1,146.737
202009 1,033.080 99.900 1,174.754
202012 1,048.478 99.300 1,199.467
202103 1,054.233 99.900 1,198.807
202106 1,052.349 99.500 1,201.476
202109 1,086.186 100.100 1,232.675
202112 1,114.082 100.100 1,264.333
202203 1,128.501 101.100 1,268.029
202206 1,136.072 101.800 1,267.758
202209 1,164.547 103.100 1,283.148
202212 1,179.799 104.100 1,287.466
202303 1,185.519 104.400 1,289.990
202306 1,180.557 105.200 1,274.822
202309 1,210.938 106.200 1,295.316
202312 1,240.493 106.800 1,319.476
202403 1,244.259 107.200 1,318.543
202409 1,248.207 108.900 1,302.078
202503 1,277.255 111.100 1,305.996
202506 1,276.277 111.700 1,297.986
202509 1,308.247 112.000 1,326.936
202512 1,342.038 113.000 1,349.164
202603 1,355.860 112.700 1,366.688
202606 1,341.156 113.600 1,341.156

Add all the adjusted book value per share together and divide the count will get our Cyclically Adjusted Book per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PB Ratio of 1.49 mean?
Kadoya Sesame Mills (TSE:2612) has a Cyclically Adjusted PB Ratio of 1.49 as of Aug. 16, 2026. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Kadoya Sesame Mills and its competitors. This is near median its historical median of 1.43. Over the past decade, Kadoya Sesame Mills' Cyclically Adjusted PB Ratio has ranged from 1.10 to 3.03. According to the industry distribution chart, Kadoya Sesame Mills ranks #774 out of 1386 companies in the Consumer Packaged Goods industry, placing it in the top 55.8%.
Is Kadoya Sesame Mills' Cyclically Adjusted PB Ratio too high?
Kadoya Sesame Mills' current Cyclically Adjusted PB Ratio of 1.49 is near median its 10-year median of 1.43. Over the past 10 years, this metric has ranged from a low of 1.10 to a high of 3.03. The Consumer Packaged Goods industry median Cyclically Adjusted PB Ratio is 1.28. Kadoya Sesame Mills' value of 1.49 is 16.4% above this industry median. Based on the distribution chart, Kadoya Sesame Mills ranks #774 out of 1386 companies in the Consumer Packaged Goods industry, which is below the industry midpoint. Overall, Kadoya Sesame Mills has a GF Score™ of 72/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Kadoya Sesame Mills' Cyclically Adjusted PB Ratio compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, Kadoya Sesame Mills ranks #774 out of 1386 companies for Cyclically Adjusted PB Ratio. This places Kadoya Sesame Mills in the lower half of its industry. The industry median Cyclically Adjusted PB Ratio is 1.28. Kadoya Sesame Mills' value of 1.49 is 16.4% above this benchmark. Historically, Kadoya Sesame Mills' own Cyclically Adjusted PB Ratio has ranged from 1.10 to 3.03 over the past decade. While the company's 10-year median is 1.43 vs. the industry median of 1.28, Kadoya Sesame Mills has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PB Ratio for a Consumer Packaged Goods company?
The median Cyclically Adjusted PB Ratio among Consumer Packaged Goods companies is 1.28, based on 1,386 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PB Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PB Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Kadoya Sesame Mills's current Cyclically Adjusted PB Ratio of 1.49 is 16.4% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PB Ratio mean?
A high Cyclically Adjusted PB Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PB Ratio is the ratio of share price to a company's inflation-adjusted book value per share over a 10-year period. View historical data on Kadoya Sesame Mills and its competitors. For the Consumer Packaged Goods industry, the median Cyclically Adjusted PB Ratio is 1.28 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Kadoya Sesame Mills's current Cyclically Adjusted PB Ratio is 1.49, which is near median its own 10-year median of 1.43. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Kadoya Sesame Mills stock overvalued right now?
Based on GuruFocus' analysis, Kadoya Sesame Mills (TSE:2612) is currently considered Modestly Overvalued. The stock's GF Value™ is 円1,360.88, compared to a current price of 円1,744.00 — trading 28.2% above its estimated fair value. The current Cyclically Adjusted PB Ratio is 1.49, which is near median its 10-year median of 1.43 and 16.4% above the Consumer Packaged Goods industry median of 1.28. Kadoya Sesame Mills' overall GF Score™ is 72/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PB Ratio calculated?
Cyclically Adjusted PB Ratio is calculated from a company's financial statements. For Kadoya Sesame Mills (TSE:2612), the current Cyclically Adjusted PB Ratio is 1.49 as of Aug. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Kadoya Sesame Mills (TSE:2612) Overvalued in 2026?

Based on GuruFocus' analysis, Kadoya Sesame Mills stock appears to be overvalued. The current stock price of 円1,744.00 is trading 28.2% above its estimated GF Value™ of 円1,360.88. GuruFocus considers Kadoya Sesame Mills to be Modestly Overvalued.

Key valuation signals for TSE:2612:

  • Cyclically Adjusted PB Ratio: 1.49 (near median its 10-year median of 1.43)
  • GF Value™: 円1,360.88 vs. price of 円1,744.00 (28.2% above fair value)
  • GF Score™: 72/100 with 2 warning signs
  • Industry Position: 16.4% above the Consumer Packaged Goods median (#774 of 1386)

No single metric tells the full story. See the TSE:2612 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Kadoya Sesame Mills Business Description

Address 8-2-8, Nishi-Gotanda, Tokyo, JPN
Kadoya Sesame Mills Inc is a Japanese company engaged in manufacturing and selling sesame oil in Japan. The product portfolio of the company includes pure sesame oil, hot sesame oil and roasted sesame seeds. It also offers sesame paste as well as sesame seed meal. The organization sells its products in Japan and other countries.
72GF Score

Get the complete analysis for TSE:2612

Cyclically Adjusted PB Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

円1,744.00
Price
円1,360.88
GF Value