Consistent Revenue GrowthSustained revenue growth (6.41% in the latest year) reflects steady demand and expanding sales scale in the grocery segment. Over the next 2-6 months this underpins predictable cash flows, supports reinvestment in stores and supply chain, and reduces execution risk versus cyclical peers.

Efficient Capital Returns (ROE)A 14.31% ROE indicates productive deployment of shareholder capital and operational leverage. This durable efficiency supports the company’s ability to fund growth internally, sustain dividends or buybacks, and weather sector pressure without immediate reliance on external financing.

Solid Operating Cash GenerationOperating cash flow roughly equals reported net income (ratio 1.03), showing cash quality of earnings and reliable liquidity generation. This sustained cash conversion helps fund working capital, routine capex and servicing obligations, improving resilience in a low-margin retail industry.

Bears Say

Weak Free Cash Flow ConversionFree cash flow converts only 39% of net income, indicating material cash tied up in capex or working capital or episodic outflows. Over months this constrains discretionary spending, limits rapid deleveraging or expansion, and reduces the buffer for margin shocks or strategic investments.

Rising Debt Trend To MonitorAlthough current leverage is low (debt-to-equity 0.20), the noted incremental debt rise reduces future financial flexibility. If the trend continues it could increase interest exposure and constrain capital allocation, especially if macro rates or funding costs rise over the medium term.

Modest Net Profit MarginA net margin of 3.47% leaves limited cushion against cost inflation or competitive price moves common in groceries. Structurally low margins restrict the company’s ability to absorb shocks, invest aggressively, or materially expand profitability without efficiency gains or scale benefits.

JM Holdings Co., Ltd. News

JM Holdings Grows Sales and Operating Profit but Posts Lower Net Profit in Q2 FY2026

The latest update is out from JM Holdings Co., Ltd. ( ($JP:3539) ). JM Holdings Co., Ltd. reported...

6d ago

3539

JM Holdings Lifts Sales and Operating Profit but Quarterly Net Profit Slips as It Confirms Full-Year Outlook

JM Holdings Co., Ltd. ( ($JP:3539) ) has issued an announcement. JM Holdings reported consolidated net sales of...

3M ago

3539

JM Holdings Announces Stock Split and Updates Shareholder Benefits

JM Holdings Co., Ltd. ( ($JP:3539) ) has shared an update. JM Holdings Co., Ltd. announced a stock...

6M ago

3539

JM Holdings Increases Year-End Dividend Amid Record Results

JM Holdings Co., Ltd. ( ($JP:3539) ) has provided an update. JM Holdings Co., Ltd. announced an increase...

6M ago

3539

3539 FAQ

What was JM Holdings Co., Ltd.’s price range in the past 12 months?

JM Holdings Co., Ltd. lowest stock price was ¥1051.50 and its highest was ¥1827.00 in the past 12 months.

What is JM Holdings Co., Ltd.’s market cap?

JM Holdings Co., Ltd.’s market cap is ¥78.99B.

When is JM Holdings Co., Ltd.’s upcoming earnings report date?

JM Holdings Co., Ltd.’s upcoming earnings report date is Jun 15, 2026 which is in 85 days.

How were JM Holdings Co., Ltd.’s earnings last quarter?

JM Holdings Co., Ltd. released its earnings results on Mar 16, 2026. The company reported ¥38.52 earnings per share for the quarter, beating the consensus estimate of N/A by ¥38.52.

Is JM Holdings Co., Ltd. overvalued?

According to Wall Street analysts JM Holdings Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does JM Holdings Co., Ltd. pay dividends?

JM Holdings Co., Ltd. pays a Semiannually dividend of ¥12 which represents an annual dividend yield of 0.7%. See more information on JM Holdings Co., Ltd. dividends here

What is JM Holdings Co., Ltd.’s EPS estimate?

JM Holdings Co., Ltd.’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does JM Holdings Co., Ltd. have?

JM Holdings Co., Ltd. has 50,959,000 shares outstanding.

What happened to JM Holdings Co., Ltd.’s price movement after its last earnings report?

JM Holdings Co., Ltd. reported an EPS of ¥38.52 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -0.19%.

Which hedge fund is a major shareholder of JM Holdings Co., Ltd.?

Currently, no hedge funds are holding shares in JP:3539

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

JM Holdings Co., Ltd.

JM Holdings Co.,Ltd. engages in the wholesale and retail of meat, general food, fruit, fresh fish, and side dishes in Japan. It offers its products through supermarkets and stores. The company was formerly known as Japan Meat Co.,Ltd. JM Holdings Co.,Ltd. was incorporated in 1978 and is based in Tsuchiura, Japan.