AEON Kyushu Co., Ltd. (2653) AI Stock Analysis

• Market Cap: ¥96.41B
• Dividend Yield: 1.54%
• Average Volume (3M): 11.43K
• Price to Earnings (P/E): 16.5
• Beta (1Y): 0.19
• Revenue Growth: 4.07%
• EPS Growth: 47.70%
• Country: JP
• Employees: 5,295
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Department Stores
• EPS (TTM): 65.01
• Shares Outstanding: 34,833,557
• 10 Day Avg. Volume: 11,730
• 30 Day Avg. Volume: 11,430
• PEG Ratio: -11.83
• Price to Book (P/B): 1.63
• Price to Sales (P/S): 0.18
• P/FCF Ratio: -26.22
• Enterprise Value/Market Cap: N/A
• Enterprise Value/Revenue: N/A
• Enterprise Value/Gross Profit: N/A
• Enterprise Value/Ebitda: N/A
• 1Y Price Target: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 51 Neutral
• Price Target: ¥2,800.00 ▼(-5.47% Downside)
• Action: Reiterated Date: 04/10/26
• Date: Action: Reiterated 04/10/26

The score is anchored by stable but mixed financial performance (revenue growth and reduced leverage offset by thin margins and volatile/negative free cash flow). Technicals are weak with the stock trading below major moving averages, and valuation is a key headwind due to an extremely high P/E relative to the modest dividend yield.

Positive Factors

Revenue growth / scale

Sustained revenue expansion from 2021–2026 indicates growing market penetration in the Kyushu region and increasing customer traction. Greater scale improves procurement leverage, supports private‑brand rollouts and spreads fixed store costs, which can strengthen long‑term cash generation and resilience.

Negative Factors

Thin profit margins

Very low net margins provide a slim cushion against cost inflation, input price swings or traffic declines. In everyday grocery retail, margin compression limits ability to fund marketing, price promotions or capital projects, making earnings highly sensitive to operational headwinds over the next several quarters.

AEON Kyushu Co., Ltd. Business Overview & Revenue Model

Company Description

Aeon Kyushu Co., Ltd., a retail company, engages in the management of various stores in Japan. The company operates supermarkets; stores that provide lifestyle products; shops that offer clothing, food, home, and leisure products; home stores that...

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Aeon Kyushu Co., Ltd., a retail company, engages in the management of various stores in Japan. The company operates supermarkets; stores that provide lifestyle products; shops that offer clothing, food, home, and leisure products; home stores that...

How the Company Makes Money

AEON Kyushu primarily makes money by retailing merchandise to consumers through its store network. Its main revenue stream is sales of food and daily necessities (e.g., groceries and household consumables) alongside other consumer products sold in...

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AEON Kyushu primarily makes money by retailing merchandise to consumers through its store network. Its main revenue stream is sales of food and daily necessities (e.g., groceries and household consumables) alongside other consumer products sold in...

AEON Kyushu Co., Ltd. Financial Statement Overview

Breakdown	TTM	Feb 2026	Feb 2025	Feb 2024	Feb 2023	Feb 2022
Income Statement
Total Revenue	541.30B	547.14B	531.62B	510.32B	484.46B	481.20B
Gross Profit	151.45B	152.41B	149.43B	145.28B	137.59B	134.73B
EBITDA	19.02B	10.75B	17.51B	16.91B	14.95B	12.34B
Net Income	7.63B	5.97B	6.03B	7.03B	4.67B	2.77B
Balance Sheet
Total Assets	214.81B	206.43B	181.23B	172.13B	158.61B	158.25B
Cash, Cash Equivalents and Short-Term Investments	20.69B	12.56B	7.64B	5.50B	5.50B	5.87B
Total Debt	47.59B	10.82B	36.53B	29.79B	30.40B	37.58B
Total Liabilities	156.94B	145.86B	125.98B	121.84B	112.32B	116.20B
Stockholders Equity	58.08B	60.43B	55.19B	50.18B	46.29B	42.04B
Cash Flow
Free Cash Flow	0.00	-3.75B	-2.82B	2.06B	7.33B	-7.12B
Operating Cash Flow	0.00	23.70B	14.43B	14.62B	14.53B	-777.00M
Investing Cash Flow	0.00	-28.76B	-17.35B	-11.63B	-7.38B	-4.04B
Financing Cash Flow	0.00	9.98B	5.06B	-3.82B	-7.51B	172.00M

AEON Kyushu Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 2962.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2653, the sentiment is Negative. The current price of 2962 is above the 20-day moving average (MA) of 2806.60, above the 50-day MA of 2840.32, and above the 200-day MA of 2860.59, indicating a bearish trend. The MACD of -6.54 indicates Negative momentum. The RSI at 43.96 is Neutral, neither overbought nor oversold. The STOCH value of 33.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2653.

AEON Kyushu Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
9956	79 Outperform	¥209.44B	7.25	―	2.18%	6.30%	27.88%
2659	73 Outperform	¥213.16B	18.46	7.56%	2.70%	2.28%	3.61%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
3222	58 Neutral	¥191.78B	-33.75	―	1.77%	30.67%	―
8278	57 Neutral	¥194.35B	8.93	―	1.44%	1.48%	-33.32%
7512	52 Neutral	¥120.71B	34.04	―	1.77%	8.65%	-45.94%
2653	51 Neutral	¥96.41B	16.46	―	1.54%	4.07%	47.70%