KUSURI NO AOKI HOLDINGS CO.,LTD. (3549) AI Stock Analysis

• Market Cap: ¥420.91B
• Dividend Yield: 0.35%
• Average Volume (3M): 342.50K
• Price to Earnings (P/E): 22.6
• Beta (1Y): 0.30
• Revenue Growth: 14.79%
• EPS Growth: 35.84%
• Country: JP
• Employees: 4,735
• Sector: Healthcare
• Sector Strength: 37
• Industry: Medical - Pharmaceuticals
• EPS (TTM): 37.77
• Shares Outstanding: 105,097,680
• 10 Day Avg. Volume: 351,600
• 30 Day Avg. Volume: 342,500
• PEG Ratio: 821.30
• Price to Book (P/B): 2.77
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• 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: ¥3,800.00
• Price Target Upside: -4.16% Downside
• Rating Consensus: Hold
• Number of Analyst Covering: 1

• Rating: 76 Outperform
• Price Target: ¥4,487.00 ▲(13.17%Upside)

KUSURI NO AOKI HOLDINGS CO., LTD. earns a solid overall stock score, driven by strong financial performance and a positive technical outlook. While the company shows robust growth and operational efficiency, potential risks include overbought stock conditions and low dividend yield. The absence of significant earnings call insights or corporate events leaves the focus on financial and market trends.

KUSURI NO AOKI HOLDINGS CO.,LTD. Business Overview & Revenue Model

Company Description

Kusuri No Aoki Holdings Co., Ltd. engages in the retail and dispensing pharmaceuticals, cosmetics, and daily goods in Japan. The company was incorporated in 1999 and is based in Hakusan, Japan.

How the Company Makes Money

KUSURI NO AOKI HOLDINGS CO.,LTD. generates revenue primarily through its extensive network of drugstores. The company sells prescription and over-the-counter medications, as well as health and beauty products, which constitute a large portion of its sales. Additionally, the company earns income from the sale of daily essentials and groceries. Revenue is also supported by their customer loyalty programs and strategic collaborations with healthcare providers, which help drive traffic to their stores. The company's focus on expanding its retail footprint and enhancing product offerings are significant factors contributing to its earnings.

KUSURI NO AOKI HOLDINGS CO.,LTD. Financial Statement Overview

Summary

KUSURI NO AOKI HOLDINGS CO., LTD. demonstrates solid financial performance with robust revenue growth and efficient operational management. The balance sheet is strong with controlled leverage, although the increase in debt requires monitoring. Cash flow generation is healthy, supporting the company's growth strategy, but fluctuations in free cash flow need attention.

Income Statement

The company shows strong revenue growth with a consistent increase in total revenue, rising from JPY 250.89 billion in 2019 to JPY 436.88 billion in 2024. Gross profit margins are healthy, averaging around 27% to 28%. The EBIT and EBITDA margins have been stable, indicating good operational efficiency. However, net income growth has been slower compared to revenue, suggesting some pressure on net profit margins.

Balance Sheet

The company maintains a solid balance sheet with a steady increase in stockholders' equity, which reached JPY 117.42 billion in 2024. The debt-to-equity ratio is moderate, reflecting controlled leverage. The equity ratio is also stable, showing a strong asset base. However, the increase in total debt over the years signals a need to monitor potential risk if leverage continues to rise.

Cash Flow

Operating cash flow has shown growth, reaching JPY 26.86 billion in 2024, indicating strong cash generation from operations. Free cash flow has been positive in recent years, after a period of negative free cash flow, reflecting improved capital management. The free cash flow to net income ratio is favorable, but there was a significant reduction in free cash flow in 2023, which may need attention if repeated.

Breakdown	Jun 2024	Jun 2023	Jun 2022	Jun 2021	Jun 2020
Income Statement
Total Revenue	436.88B	378.87B	328.33B	305.88B	300.17B
Gross Profit	118.09B	106.11B	89.76B	90.11B	84.11B
EBITDA	32.00B	27.01B	23.08B	24.10B	22.63B
Net Income	12.31B	12.33B	9.84B	12.06B	12.42B
Balance Sheet
Total Assets	303.45B	274.30B	234.20B	195.92B	170.36B
Cash, Cash Equivalents and Short-Term Investments	49.13B	42.87B	26.35B	15.73B	19.31B
Total Debt	96.41B	87.17B	76.10B	53.02B	39.60B
Total Liabilities	186.03B	175.76B	147.27B	118.25B	104.14B
Stockholders Equity	117.42B	98.54B	86.93B	77.67B	66.22B
Cash Flow
Free Cash Flow	6.57B	9.77B	-6.75B	-8.89B	5.77B
Operating Cash Flow	26.86B	31.25B	20.29B	13.85B	21.49B
Investing Cash Flow	-21.10B	-22.26B	-27.77B	-25.53B	-18.08B
Financing Cash Flow	344.00M	7.53B	18.10B	8.10B	7.76B

KUSURI NO AOKI HOLDINGS CO.,LTD. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3965.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:3549, the sentiment is Positive. The current price of 3965 is above the 20-day moving average (MA) of 3843.30, above the 50-day MA of 3643.64, and above the 200-day MA of 3354.63, indicating a bullish trend. The MACD of 112.91 indicates Negative momentum. The RSI at 61.69 is Neutral, neither overbought nor oversold. The STOCH value of 69.03 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:3549.

KUSURI NO AOKI HOLDINGS CO.,LTD. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3549	76 Outperform	¥420.91B	22.60		0.35%	14.79%	35.84%
Sector *	52 Neutral	kr5.53B	10.86	-63.86%	2.05%	27.22%	26.17%
SDGCF	―	$3.66B	18.07	11.61%	2.68%	―	―
SGIPF	―	$4.74B	15.96	16.26%	1.56%	―	―
TSUSF	―	$3.80B	18.71	4.93%	3.29%	―	―
3148	78 Outperform	¥217.79B	14.19		1.97%	8.98%	0.10%
3141	74 Outperform	¥540.15B	29.43		1.39%	7.43%	-24.81%

KUSURI NO AOKI HOLDINGS CO.,LTD. Corporate Events

KUSURI NO AOKI HOLDINGS Executes Share Buyback Plan

KUSURI NO AOKI HOLDINGS CO., LTD. has repurchased 345,300 of its own shares at a cost of 1,220,202,300 yen through market purchases on the Tokyo Stock Exchange during June 2025. This move is part of a larger plan authorized by the Board of Directors to acquire up to 6,000,000 shares, reflecting a strategic effort to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Announces Year-End Dividend of ¥7.00 Per Share

KUSURI NO AOKI HOLDINGS CO., LTD. announced a year-end dividend of ¥7.00 per share for the fiscal year ending May 20, 2025, maintaining its commitment to stable and continuous dividends. This decision reflects the company’s strategy to balance profit distribution with the enhancement of internal reserves to strengthen its management foundation.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Completes Treasury Share Repurchase

KUSURI NO AOKI HOLDINGS CO., LTD. has completed the repurchase of its treasury shares as of July 3, 2025, following a resolution made by its Board of Directors in October 2024. The company purchased a total of 10,000 shares for 36,620,600 yen through market purchases on the Tokyo Stock Exchange, marking significant progress towards its repurchase goals. This move is part of a broader strategy to manage its capital structure and potentially enhance shareholder value.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Holdings Revises Treasury Share Purchase Plan

KUSURI NO AOKI HOLDINGS CO., LTD. has announced the discontinuation of a previous treasury share purchase plan and the initiation of a new one. The new plan aims to buy back up to 6 million shares, representing 5.96% of the total issued shares, with a maximum budget of ¥22 billion, to improve capital efficiency and enhance shareholder returns.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Holdings Reports Strong June Sales Growth

In June 2025, KUSURI NO AOKI HOLDINGS reported a 16.1% increase in sales across all stores compared to the previous year, with existing stores seeing a 7.2% rise. Customer traffic increased by 12.4% for all stores, while average spending per customer grew by 3.3%. No new store openings or closures were recorded during this period, indicating a stable operational footprint.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

KUSURI NO AOKI Reports Strong Financial Growth for FY 2025

KUSURI NO AOKI HOLDINGS CO., LTD. reported significant financial growth for the fiscal year ending May 20, 2025, with a notable increase in net sales by 14.8% and a substantial rise in operating profit by 43.3%. The company’s robust performance is attributed to improved operational efficiencies and strategic financial management, which have positively impacted its market position and shareholder value.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Holdings Announces Strategic Organizational Changes

KUSURI NO AOKI HOLDINGS CO., LTD. has announced revisions to its organizational structure to drive sustainable corporate growth and prepare for its next medium-term management plan starting in May 2027. The changes include establishing a new Corporate Planning Headquarters and a PMI Promotion Office to enhance coordination and execution capabilities. Additionally, a new Kansai-Shikoku-Tokai Regional Headquarters will be formed to foster a region-centric management structure, aiming to integrate Group companies and improve operational efficiency.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Holdings Announces Share Repurchase

KUSURI NO AOKI HOLDINGS CO., LTD. announced the repurchase of 285,700 shares of its common stock, amounting to approximately 998.6 million yen, as part of a broader strategy to acquire up to 6 million shares. This move, conducted through market purchases on the Tokyo Stock Exchange, is part of the company’s ongoing efforts to manage its capital structure and enhance shareholder value.

The most recent analyst rating on (JP:3549) stock is a Buy with a Yen4290.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Holdings Announces Strategic Organizational Changes

KUSURI NO AOKI HOLDINGS CO., LTD. announced significant organizational changes and personnel transfers to support its growth strategy. The company is establishing a new Corporate Planning Headquarters and a regional headquarters structure to enhance management efficiency and strengthen operations. These changes aim to prepare for the next medium-term management plan and improve the execution framework for corporate planning and M&A functions.

The most recent analyst rating on (JP:3549) stock is a Hold with a Yen3800.00 price target. To see the full list of analyst forecasts on KUSURI NO AOKI HOLDINGS CO.,LTD. stock, see the JP:3549 Stock Forecast page.

Kusuri No Aoki Holdings Announces Strategic Share Buyback

KUSURI NO AOKI HOLDINGS CO., LTD. announced the repurchase of 763,100 of its own shares, amounting to approximately 2.43 billion yen, as part of a broader plan approved by its Board of Directors to acquire up to 6 million shares. This strategic move is aimed at optimizing the company’s capital structure and potentially enhancing shareholder value, reflecting a proactive approach to managing its equity in response to market conditions.

KUSURI NO AOKI Reports Robust April Sales and Expands Store Network

KUSURI NO AOKI HOLDINGS CO., LTD. reported strong sales growth for April 2025, with all stores experiencing a 120.8% increase in sales compared to the previous year. The company also opened several new stores, including both drugstores and dispensing pharmacies, which could enhance its market presence and customer reach.