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TSURUHA Holdings Inc (JP:3391)
:3391

TSURUHA Holdings (3391) AI Stock Analysis

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JP

TSURUHA Holdings

(OTC:3391)

Rating:71Outperform
Price Target:
¥12,470.00
▲(10.94%Upside)
TSURUHA Holdings benefits from strong financial performance and positive technical indicators, suggesting a stable outlook in the Medical - Pharmaceuticals industry. The stock's slightly high valuation could be a concern, but the dividend yield offers a degree of income for investors. Overall, the company's solid fundamentals and favorable market trends support a positive investment case.

TSURUHA Holdings (3391) vs. iShares MSCI Japan ETF (EWJ)

TSURUHA Holdings Business Overview & Revenue Model

Company DescriptionTSURUHA Holdings, Inc. is a leading Japanese company in the retail sector, primarily operating drugstores across Japan. The company is known for providing a comprehensive range of products, including pharmaceuticals, cosmetics, health and beauty products, daily necessities, and food items. TSURUHA Holdings operates multiple well-known retail brands, making it a significant player in the health and wellness retail industry in Japan.
How the Company Makes MoneyTSURUHA Holdings generates revenue primarily through the operation of its extensive network of retail drugstores. The company earns money by selling a wide variety of products, including over-the-counter and prescription medications, health and beauty items, and general merchandise. A significant portion of its revenue comes from the sale of pharmaceuticals and health products, driven by Japan's aging population and increasing health consciousness. Additionally, TSURUHA Holdings leverages its strong supplier relationships to enhance its product offerings and maintain competitive pricing. The company's earnings are also supported by its loyalty programs and promotional strategies aimed at increasing customer retention and driving sales growth. TSURUHA Holdings may also engage in strategic partnerships and collaborations to expand its market presence and enhance its product portfolio, contributing to its overall revenue.

TSURUHA Holdings Financial Statement Overview

Summary
TSURUHA Holdings demonstrates solid financial health with strong revenue growth, profitability, and a robust balance sheet. While cash flow management is generally strong, occasional volatility in free cash flow needs monitoring. The company is well-positioned in the Medical - Pharmaceuticals industry, with opportunities for further growth and expansion.
Income Statement
78
Positive
TSURUHA Holdings displays a consistent revenue growth with a notable increase from ¥970 billion to ¥1.07 trillion in the latest fiscal year. The gross profit margin is improving, reflecting efficient cost management, while the net profit margin shows stability, albeit with a slight decrease in net income. EBIT and EBITDA margins are strong, indicating robust operational performance.
Balance Sheet
82
Very Positive
The company maintains a solid balance sheet with a favorable equity ratio, showing financial stability. The debt-to-equity ratio is low, indicating strong leverage management. Return on equity remains healthy, suggesting effective use of equity capital. Overall, the company is financially resilient with a strong equity base.
Cash Flow
74
Positive
TSURUHA Holdings exhibits strong operating cash flows, with a significant increase in free cash flow. The operating cash flow to net income ratio is robust, indicating efficient conversion of net income to cash. However, fluctuations in capital expenditure and occasional negative free cash flow in past periods hint at potential volatility.
Breakdown
TTMMar 2025Jun 2024Jun 2023Jun 2022Jun 2021
Income StatementTotal Revenue
782.64B1.07T1.03T970.08B915.70B919.30B
Gross Profit
237.95B326.40B312.28B293.36B271.48B266.72B
EBIT
37.09B48.03B49.20B45.57B40.57B48.38B
EBITDA
39.45B57.40B57.78B62.13B55.23B61.67B
Net Income Common Stockholders
17.32B21.81B24.11B25.26B21.39B26.28B
Balance SheetCash, Cash Equivalents and Short-Term Investments
65.57B92.74B58.69B79.05B127.03B116.53B
Total Assets
556.38B583.36B549.22B539.83B562.36B537.03B
Total Debt
53.32B63.76B50.04B54.86B55.52B38.74B
Net Debt
-12.25B-28.84B-8.52B-24.19B-71.51B-77.79B
Total Liabilities
245.89B276.98B241.48B235.69B278.32B260.50B
Stockholders Equity
286.42B282.10B283.94B278.35B260.30B254.62B
Cash FlowFree Cash Flow
8.76B44.53B16.58B-25.88B12.77B61.71B
Operating Cash Flow
8.76B64.64B51.96B804.00M35.83B76.46B
Investing Cash Flow
0.00-19.71B-36.07B-29.77B-28.41B-30.20B
Financing Cash Flow
0.00-10.87B-36.26B-19.00B3.07B13.21B

TSURUHA Holdings Technical Analysis

Technical Analysis Sentiment
Neutral
Last Price11240.00
Price Trends
50DMA
11086.08
Positive
100DMA
10154.83
Positive
200DMA
9272.40
Positive
Market Momentum
MACD
52.06
Positive
RSI
49.08
Neutral
STOCH
14.84
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3391, the sentiment is Neutral. The current price of 11240 is below the 20-day moving average (MA) of 11353.25, above the 50-day MA of 11086.08, and above the 200-day MA of 9272.40, indicating a neutral trend. The MACD of 52.06 indicates Positive momentum. The RSI at 49.08 is Neutral, neither overbought nor oversold. The STOCH value of 14.84 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:3391.

TSURUHA Holdings Peers Comparison

Overall Rating
UnderperformOutperform
Sector (54)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
78
Outperform
¥369.20B19.34
0.40%13.86%98.99%
74
Outperform
$585.40B21.8810.45%1.29%17.94%18.31%
74
Outperform
¥528.42B35.08
1.42%5.56%-43.50%
71
Outperform
$547.17B25.084.93%0.04%4.63%-47.30%
70
Outperform
¥510.72B16.6111.61%0.02%6.66%5.56%
70
Neutral
¥712.42B24.09
0.73%6.96%-3.96%
54
Neutral
$5.37B3.26-45.10%3.30%16.81%0.02%
* Healthcare Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:3391
TSURUHA Holdings
11,240.00
2,460.55
28.03%
JP:3141
Welcia Holdings Co., Ltd.
2,534.00
573.97
29.28%
JP:3349
COSMOS Pharmaceutical Corporation
8,950.00
2,641.43
41.87%
JP:3549
KUSURI NO AOKI HOLDINGS CO.,LTD.
3,513.00
430.75
13.98%
JP:7649
Sugi Holdings Co
3,106.00
800.88
34.74%
JP:9989
Sundrug Co
4,368.00
562.38
14.78%

TSURUHA Holdings Corporate Events

TSURUHA HOLDINGS Reports Positive Sales Growth Amid Expansion
Jun 12, 2025

TSURUHA HOLDINGS INC. reported a year-over-year growth in net sales for March, April, and May 2025, with a cumulative growth rate of 4.6% for all stores. This growth reflects the company’s strategic expansion, as evidenced by the opening of 31 new stores against 10 closures, indicating a positive trend in customer spending and store performance.

The most recent analyst rating on (JP:3391) stock is a Hold with a Yen11400.00 price target. To see the full list of analyst forecasts on TSURUHA Holdings stock, see the JP:3391 Stock Forecast page.

TSURUHA Holdings Announces Change in Major Shareholder
May 22, 2025

TSURUHA Holdings announced a change in its major shareholder, with Orbis Investment Management Limited increasing its stake in the company. This change, confirmed through a Large Shareholding Report, reflects a shift in the ownership structure, potentially impacting the company’s strategic decisions and market positioning.

The most recent analyst rating on (JP:3391) stock is a Hold with a Yen8920.00 price target. To see the full list of analyst forecasts on TSURUHA Holdings stock, see the JP:3391 Stock Forecast page.

TSURUHA Holdings Records Extraordinary Income from Securities Sale
May 16, 2025

TSURUHA Holdings has reported an extraordinary income due to the sale of investment securities by a consolidated subsidiary, resulting in a gain of JPY 6,682 million. This move aligns with Japan’s Corporate Governance Code to review policy shareholdings, and the financial impact will be reflected in the company’s first-quarter results for the fiscal year ending February 28, 2026.

The most recent analyst rating on (JP:3391) stock is a Hold with a Yen8920.00 price target. To see the full list of analyst forecasts on TSURUHA Holdings stock, see the JP:3391 Stock Forecast page.

TSURUHA Holdings Announces Change in Shareholder Structure with AEON
May 16, 2025

TSURUHA Holdings Inc. announced a significant change in its shareholder structure as AEON Co., Ltd., previously its major and largest shareholder, has now become an affiliated company. This change follows a definitive capital and business alliance agreement involving AEON, TSURUHA, and Welcia Holdings Co., Ltd., which includes a business integration between TSURUHA and Welcia. AEON’s acquisition of additional shares has increased its voting rights to 27.13%, impacting TSURUHA’s corporate governance and potentially its strategic direction, reflecting a strengthened partnership that could influence market dynamics and stakeholder interests.

The most recent analyst rating on (JP:3391) stock is a Hold with a Yen8920.00 price target. To see the full list of analyst forecasts on TSURUHA Holdings stock, see the JP:3391 Stock Forecast page.

TSURUHA Holdings Adjusts Dividend Payment Schedule
May 2, 2025

TSURUHA Holdings Inc. has announced a change in the scheduled start date for dividend payments, moving it from May 8, 2025, to May 12, 2025, due to changes in administrative procedures. This adjustment may have implications for stakeholders expecting dividends, highlighting the company’s need to adapt its processes to ensure smooth financial operations.

TSURUHA Holdings Evaluates and Enhances Board Effectiveness
Apr 23, 2025

TSURUHA Holdings Inc. has conducted an evaluation of its Board of Directors’ effectiveness, revealing positive results in alignment with the Corporate Governance Code. However, areas for improvement were identified, prompting the company to focus on enhancing board discussions, monitoring functions, and aligning investments with management strategies to improve oversight and stakeholder value.

TSURUHA Holdings Proposes New Directors Amid Strategic Share-Exchange
Apr 23, 2025

TSURUHA Holdings Inc. announced the proposal of two new director candidates, Hideaki Kirisawa and Yasuo Nakayama, at its upcoming Annual General Meeting. The appointments are contingent upon the approval of a share-exchange agreement with Welcia Holdings Co., Ltd., highlighting a strategic move that could impact the company’s governance and market positioning.

TSURUHA Holdings Supports AEON’s Tender Offer in Strategic Alliance
Apr 14, 2025

TSURUHA Holdings announced its support for a tender offer by AEON CO., LTD. to acquire a significant portion of its shares, as part of a strategic capital and business alliance involving WELCIA HOLDINGS CO., LTD. This alliance aims to strengthen the companies’ market positions through a share exchange and consolidation, potentially making TSURUHA an equity-method affiliate of AEON, with the tender offer expected to commence around December 2025.

TSURUHA HOLDINGS Announces Stock Split to Enhance Share Liquidity
Apr 14, 2025

TSURUHA HOLDINGS INC. has announced a stock split to enhance the liquidity of its shares and broaden its investor base by reducing the minimum investment price. This move will increase the total number of issued shares significantly, aiming to make the company’s stock more accessible to a wider range of investors. The stock split will be effective from September 1, 2025, and the company is currently reviewing its shareholder benefit program post-split.

TSURUHA and Welcia Announce Business Integration to Strengthen Market Position
Apr 14, 2025

TSURUHA Holdings Inc. and Welcia Holdings Co., Ltd. have entered into a definitive agreement for a business integration, with TSURUHA becoming the wholly owning parent company and Welcia a wholly owned subsidiary. This move, part of a broader alliance with AEON Co., Ltd., aims to address challenges in the drugstore industry and expand access to health and wellness services, amid increasing competition and market pressures.

TSURUHA Holdings Reports Transitional Fiscal Year Results Amidst Year-End Change
Apr 14, 2025

TSURUHA Holdings Inc. reported its consolidated financial results for the fiscal year ending February 28, 2025, highlighting a transitional period due to a change in fiscal year-end. The company experienced a decrease in net sales and income compared to the previous year, attributed to the shortened fiscal period. Despite this, the company maintained a stable dividend payout, reflecting its commitment to shareholder returns. The financial forecast for the next fiscal year indicates an expected increase in net sales and income, suggesting a positive outlook for the company’s future performance.

TSURUHA, AEON, and WELCIA Form Strategic Alliance to Enhance Health Services
Apr 11, 2025

TSURUHA Holdings Inc., AEON Co., Ltd., and WELCIA Holdings Co., Ltd. have entered into a definitive agreement for a capital and business alliance, including the integration of TSURUHA and WELCIA. This alliance aims to address regional disparities in healthcare and increase demand for comprehensive drugstore services in Japan, leveraging economies of scale and combined resources to expand business categories and store networks.

TSURUHA Holdings Revises Earnings Forecast Amid Accounting Adjustments
Apr 4, 2025

TSURUHA Holdings Inc. announced a discrepancy between its previously forecasted and actual earnings for the first half of the fiscal year ending February 2025, primarily due to accounting revisions and recording of impairment losses. Consequently, the company has revised its full-year earnings forecast downward, anticipating a significant decline in net income attributable to owners of the parent, impacting its financial outlook and potentially affecting stakeholder confidence.

TSURUHA HOLDINGS Reports Extraordinary Loss Due to Asset Impairment
Apr 4, 2025

TSURUHA HOLDINGS INC. announced it will record an extraordinary loss in its financial statements for the six months ending November 15, 2024, and the fiscal year ending February 28, 2025, due to impairment losses on fixed assets related to certain stores. This decision reflects the company’s assessment that the invested amounts in these assets are unlikely to be recovered, impacting its financial results and potentially influencing its market positioning and stakeholder confidence.

TSURUHA Holdings Reports Increased Sales but Decline in Net Income
Apr 4, 2025

TSURUHA Holdings reported its consolidated financial results for the six months ending November 15, 2024, showing a 4% increase in net sales compared to the previous year. However, the company experienced a significant decline in net income attributable to owners of the parent, dropping by 47.7%. The company also announced a change in its fiscal year-end, which will result in a transitional 9.5-month period for the fiscal year ending February 28, 2025. This adjustment may impact year-on-year comparisons in future financial reports.

TSURUHA Holdings Completes Semi-Annual Securities Filing
Apr 4, 2025

TSURUHA Holdings Inc. has successfully filed its semi-annual securities report for the fiscal year ending February 28, 2025, after receiving an extension for the deadline. The company has also disclosed its financial results for the six months ended November 15, 2024, which had been delayed. This completion is crucial for maintaining transparency and trust with shareholders and stakeholders, despite the inconvenience caused by the postponement.

TSURUHA HOLDINGS INC. Announces Correction to Financial Results
Apr 4, 2025

TSURUHA HOLDINGS INC. announced a correction to its consolidated financial results for the three months ended August 15, 2024. The corrections involve numerical data adjustments, which have been extensively revised. This announcement may impact stakeholders’ perception of the company’s financial transparency and accuracy, potentially influencing investor confidence.

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.