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

• Market Cap: ¥428.69B
• Dividend Yield: 0.34%
• Average Volume (3M): 234.76K
• Price to Earnings (P/E): 22.6
• Beta (1Y): 0.29
• Revenue Growth: 14.79%
• EPS Growth: 35.84%
• Country: JP
• Employees: 4,735
• Sector: Healthcare
• Sector Strength: 45
• Industry: Medical - Pharmaceuticals
• EPS (TTM): 37.77
• Shares Outstanding: 105,097,680
• 10 Day Avg. Volume: 219,700
• 30 Day Avg. Volume: 234,756
• PEG Ratio: 0.58
• Price to Book (P/B): 2.46
• Price to Sales (P/S): 0.71
• P/FCF Ratio: -8.34K
• 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: ¥4,218.00
• Price Target Upside: 4.02% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 2

• Rating: 64 Neutral
• Price Target: ¥4,236.00 ▲(4.46% Upside)

The overall stock score is primarily influenced by strong financial performance, despite cash flow challenges. Technical analysis indicates potential short-term weakness, while valuation suggests the stock is fairly priced. The absence of earnings call and corporate events data limits further insights.

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 generates revenue primarily through the sale of pharmaceutical products and health-related goods in its retail stores. The company's revenue model is built on direct sales from its extensive network of drugstores, which are strategically located to attract a high volume of foot traffic. Key revenue streams include prescription medication sales, which are often reimbursed through national health insurance, as well as over-the-counter product sales that cater to consumer health needs. The company may also engage in partnerships with pharmaceutical manufacturers and suppliers to enhance its product offerings and negotiate favorable procurement terms, contributing to its profitability. Additionally, KUSURI NO AOKI may benefit from promotional campaigns and loyalty programs that drive customer retention and repeat purchases.

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

Summary

KUSURI NO AOKI HOLDINGS CO.,LTD. shows strong revenue growth and profitability with solid margins. The balance sheet is stable with a moderate debt-to-equity ratio and strong return on equity. However, cash flow challenges, particularly in free cash flow management, slightly detract from the overall financial health.

Income Statement

KUSURI NO AOKI HOLDINGS CO.,LTD. has demonstrated strong revenue growth with an 8.74% increase in the latest year. The company maintains healthy profitability with a gross profit margin of approximately 26.5% and a net profit margin of 3.55%. The EBIT and EBITDA margins are also solid at 5.30% and 7.81%, respectively. These metrics indicate robust operational efficiency and profitability.

Balance Sheet

The company's balance sheet shows a moderate debt-to-equity ratio of 0.68, indicating a balanced approach to leveraging. The return on equity is strong at 12.20%, reflecting effective use of shareholder funds. The equity ratio stands at 41.35%, suggesting a stable financial structure with a good proportion of assets funded by equity.

Cash Flow

The cash flow analysis reveals some challenges, with a significant decline in free cash flow growth at -100.72%. However, the operating cash flow to net income ratio is 1.25, indicating that the company generates sufficient cash from operations relative to its net income. The negative free cash flow to net income ratio highlights potential issues in cash management or capital expenditures.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	482.05B	501.47B	436.88B	378.87B	328.33B	305.88B
Gross Profit	120.70B	132.96B	118.09B	106.11B	89.76B	90.11B
EBITDA	38.93B	39.18B	32.00B	28.74B	23.08B	24.43B
Net Income	17.98B	17.79B	12.31B	12.33B	9.84B	12.06B
Balance Sheet
Total Assets	345.09B	352.46B	303.45B	274.30B	234.20B	195.92B
Cash, Cash Equivalents and Short-Term Investments	64.03B	47.73B	49.13B	42.87B	26.35B	15.73B
Total Debt	101.41B	99.32B	96.41B	87.17B	76.10B	53.02B
Total Liabilities	198.14B	206.71B	186.03B	175.76B	147.27B	118.25B
Stockholders Equity	146.94B	145.76B	117.42B	98.54B	86.93B	77.67B
Cash Flow
Free Cash Flow	0.00	448.00M	7.20B	10.84B	-6.26B	-8.19B
Operating Cash Flow	0.00	22.17B	26.86B	31.25B	20.29B	13.85B
Investing Cash Flow	0.00	-31.08B	-21.10B	-22.26B	-27.77B	-25.53B
Financing Cash Flow	0.00	7.67B	344.00M	7.53B	18.10B	8.10B

KUSURI NO AOKI HOLDINGS CO.,LTD. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 4055.00
• 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 4055 is above the 20-day moving average (MA) of 3971.50, above the 50-day MA of 4020.70, and above the 200-day MA of 3515.45, indicating a bullish trend. The MACD of 5.83 indicates Negative momentum. The RSI at 56.89 is Neutral, neither overbought nor oversold. The STOCH value of 63.28 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
3391	78 Outperform	594.60B	27.21	7.73%	12.18%	4.63%	-47.30%
3148	78 Outperform	211.78B	13.67	―	2.03%	8.23%	12.71%
7649	75 Outperform	692.65B	15.99	10.25%	0.96%	20.18%	82.36%
3141	72 Outperform	580.86B	30.51	6.02%	1.34%	7.43%	-24.81%
9989	69 Neutral	516.57B	16.46	11.40%	2.95%	6.64%	6.38%
3549	64 Neutral	¥428.69B	22.57	―	0.34%	14.79%	35.84%
Sector *	51 Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%

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.