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United Super Markets Holdings, Inc.
(3222)
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Rating:58Neutral
Price Target:
¥832.00
▼(-7.66% Downside)
Action:Reiterated
Date:04/09/26
The score is held back primarily by weakening fundamentals, including very thin margins and a 2026 net loss, alongside uneven free cash flow. Technicals are a notable offset with strong uptrend signals (price above major moving averages and positive MACD), though momentum looks stretched. Valuation is also a headwind given the negative P/E, with only modest support from the dividend yield.
Positive Factors
Revenue re-acceleration
Recent re-acceleration in revenue demonstrates resilient customer demand and effective top-line traction across stores. Sustained revenue growth provides a structural base for scale economies and potential margin recovery if cost control and assortment strategies persist over the next 2–6 months.
Negative Factors
Net loss and margin compression
A switch to a net loss and compressed margins represents a structural threat to capital generation and reinvestment capacity. Persistent margin pressure undermines sustainable profitability, constrains reinvestment in stores and innovation, and risks longer-term competitiveness if not reversed.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue re-acceleration
Recent re-acceleration in revenue demonstrates resilient customer demand and effective top-line traction across stores. Sustained revenue growth provides a structural base for scale economies and potential margin recovery if cost control and assortment strategies persist over the next 2–6 months.
Read all positive factors
United Super Markets Holdings, Inc. (3222) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥165.86B
Dividend Yield1.77%
Average Volume (3M)315.27K
Price to Earnings (P/E)―
Beta (1Y)0.14
Revenue Growth18.80%
EPS Growth-479.11%
CountryJP
Employees7,192
SectorConsumer Cyclical
Sector Strength84
IndustryDepartment Stores
Share Statistics
EPS (TTM)15.70
Shares Outstanding210,617,220
10 Day Avg. Volume254,890
30 Day Avg. Volume315,266
Financial Highlights & Ratios
PEG Ratio0.14
Price to Book (P/B)0.89
Price to Sales (P/S)0.18
P/FCF Ratio30.85
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)6.6
Revenue Forecast (FY)¥1.11T
United Super Markets Holdings, Inc. Business Overview & Revenue Model
Company Description
United Super Markets Holdings Inc. is a Japanese retail conglomerate that manages a network of supermarkets through its various subsidiaries. As of November 19, 2020, the firm oversaw the operations of 524 different store locations. Founded in 195...
How the Company Makes Money
United Super Markets Holdings, Inc. generates revenue primarily through the sale of groceries, fresh produce, ready-made meals, and household goods within its supermarkets. Additional revenue streams include private label products, in-store promot...
United Super Markets Holdings, Inc. Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
66
Positive
Cash Flow
58
Neutral
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 930.85B | 963.76B | 811.27B | 706.66B | 708.69B | 716.41B |
| Gross Profit | 282.05B | 289.13B | 247.19B | 214.51B | 212.46B | 216.27B |
| EBITDA | 26.57B | 20.01B | 24.54B | 18.55B | 18.18B | 23.65B |
| Net Income | 1.74B | -3.19B | 810.00M | 1.01B | 1.34B | 5.37B |
Balance Sheet | ||||||
| Total Assets | 388.75B | 379.21B | 382.60B | 287.53B | 280.07B | 282.22B |
| Cash, Cash Equivalents and Short-Term Investments | 38.40B | 32.41B | 35.74B | 21.14B | 25.63B | 32.50B |
| Total Debt | 56.86B | 54.02B | 63.31B | 44.88B | 43.24B | 40.56B |
| Total Liabilities | 188.32B | 178.54B | 179.27B | 137.27B | 130.04B | 129.98B |
| Stockholders Equity | 200.42B | 200.67B | 203.33B | 150.25B | 150.02B | 151.69B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 5.76B | -8.19B | 562.00M | -2.64B | -5.18B |
| Operating Cash Flow | 0.00 | 25.60B | 14.48B | 21.50B | 15.21B | 16.02B |
| Investing Cash Flow | 0.00 | -16.63B | -16.26B | -25.55B | -22.80B | -24.32B |
| Financing Cash Flow | 0.00 | -12.29B | 6.94B | -442.00M | 495.00M | 2.39B |
United Super Markets Holdings, Inc. Technical Analysis
Negative
901.00
Price Trends
827.98
Negative
869.79
Negative
883.27
Negative
Market Momentum
-9.93
Negative
44.64
Neutral
62.87
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3222, the sentiment is Negative. The current price of 901 is above the 20-day moving average (MA) of 811.40, above the 50-day MA of 827.98, and above the 200-day MA of 883.27, indicating a bearish trend. The MACD of -9.93 indicates Negative momentum. The RSI at 44.64 is Neutral, neither overbought nor oversold. The STOCH value of 62.87 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:3222.
United Super Markets Holdings, Inc. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
76 Outperform | ¥206.43B | 12.08 | ― | 3.01% | 8.62% | 43.05% | |
73 Outperform | ¥202.15B | 18.62 | 7.56% | 2.70% | 3.54% | -6.91% | |
66 Neutral | ¥209.17B | 12.45 | ― | 2.18% | 8.15% | 21.40% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
58 Neutral | ¥165.86B | -49.14 | ― | 1.77% | 18.80% | -479.11% | |
57 Neutral | ¥172.33B | 21.07 | ― | 1.44% | 0.66% | 114.22% | |
49 Neutral | ¥3.72T | 49.56 | 2.27% | 0.52% | 5.73% | 135.19% |
* Consumer Cyclical Sector Average
JP:3222
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Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.