Ryohin Keikaku Co Ltd (JP:7453)
:7453
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Ryohin Keikaku Co
(7453)
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Rating:64Neutral
Price Target:
¥3,729.00
▲(11.88% Upside)
Action:ReiteratedDate:01/16/26
The score is driven primarily by solid financial performance (good margins and stable leverage, partially offset by inconsistent free cash flow). Technicals are supportive but show mixed momentum (negative MACD with elevated RSI). Valuation is a headwind given the higher P/E and low dividend yield.
Positive Factors
Revenue & Margin Quality
Consistent revenue growth combined with healthy EBIT and EBITDA margins indicates durable operating economics and pricing power across MUJI categories. This margin base supports reinvestment in product development and stores, helping sustain competitive positioning and fund strategic initiatives over the next several quarters.
Negative Factors
Free Cash Flow Variability
Inconsistent free cash flow growth undermines predictable internal funding for capex, store rollouts and shareholder returns. Variable cash conversion versus reported profits may force reliance on working capital or external financing for strategic initiatives, raising execution risk over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue & Margin Quality
Consistent revenue growth combined with healthy EBIT and EBITDA margins indicates durable operating economics and pricing power across MUJI categories. This margin base supports reinvestment in product development and stores, helping sustain competitive positioning and fund strategic initiatives over the next several quarters.
Read all positive factors
Ryohin Keikaku Co (7453) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.82T
Dividend Yield0.72%
Average Volume (3M)8.54M
Price to Earnings (P/E)18.9
Beta (1Y)0.64
Revenue Growth18.58%
EPS Growth7.54%
CountryJP
Employees12,071
SectorConsumer Cyclical
Sector Strength84
IndustryDepartment Stores
Share Statistics
EPS (TTM)41.56
Shares Outstanding561,560,000
10 Day Avg. Volume11,489,550
30 Day Avg. Volume8,537,133
Financial Highlights & Ratios
PEG Ratio1.51
Price to Book (P/B)5.11
Price to Sales (P/S)2.16
P/FCF Ratio33.90
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥4,294.60Price Target Upside28.85% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)112.99
Revenue Forecast (FY)¥880.52B
Ryohin Keikaku Co Business Overview & Revenue Model
Company Description
Ryohin Keikaku Co., Ltd. develops, manufactures, distributes, and sells apparel, household goods, furniture, and food items. It offers apparel products comprising shirts, denim jeans, socks, handkerchiefs, bags, and sneakers; household products, i...
How the Company Makes Money
Ryohin Keikaku makes money primarily by selling MUJI-branded products at retail. Its revenue model centers on (1) direct product sales through company-operated MUJI stores, where it earns retail gross margin on private-brand merchandise across cat...
Ryohin Keikaku Co Financial Statement Overview
Summary
Income Statement
78
Positive
Balance Sheet
72
Positive
Cash Flow
65
Positive
| Breakdown | Aug 2025 | Aug 2024 | Aug 2023 | Aug 2022 | Aug 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 784.63B | 661.68B | 581.41B | 496.17B | 453.69B |
| Gross Profit | 402.98B | 336.41B | 271.55B | 234.36B | 222.33B |
| EBITDA | 101.03B | 91.11B | 61.50B | 57.84B | 70.11B |
| Net Income | 50.85B | 41.57B | 22.05B | 24.56B | 33.90B |
Balance Sheet | |||||
| Total Assets | 570.47B | 516.82B | 459.54B | 402.12B | 396.92B |
| Cash, Cash Equivalents and Short-Term Investments | 135.43B | 125.57B | 115.25B | 90.28B | 135.83B |
| Total Debt | 102.13B | 92.07B | 95.66B | 76.45B | 109.84B |
| Total Liabilities | 234.55B | 219.81B | 192.09B | 157.26B | 182.05B |
| Stockholders Equity | 332.09B | 293.30B | 264.23B | 242.22B | 212.80B |
Cash Flow | |||||
| Free Cash Flow | 50.04B | 35.90B | 39.96B | 15.32B | 52.96B |
| Operating Cash Flow | 73.36B | 58.50B | 56.53B | 23.35B | 61.45B |
| Investing Cash Flow | -40.89B | -27.17B | -21.84B | -16.58B | -13.34B |
| Financing Cash Flow | -22.16B | -23.89B | -11.49B | -58.75B | -15.36B |
Ryohin Keikaku Co Technical Analysis
Negative
3333.00
Price Trends
3429.69
Negative
3206.68
Positive
3232.74
Positive
Market Momentum
-27.92
Positive
43.73
Neutral
51.66
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7453, the sentiment is Negative. The current price of 3333 is below the 20-day moving average (MA) of 3525.15, below the 50-day MA of 3429.69, and above the 200-day MA of 3232.74, indicating a neutral trend. The MACD of -27.92 indicates Positive momentum. The RSI at 43.73 is Neutral, neither overbought nor oversold. The STOCH value of 51.66 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7453.
Ryohin Keikaku Co Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
73 Outperform | ¥1.05T | 9.13 | 9.37% | 2.59% | -1.22% | -10.82% | |
71 Outperform | ¥570.86B | 14.44 | 9.06% | 1.84% | 0.42% | 20.25% | |
66 Neutral | ¥652.05B | 22.09 | 7.58% | 2.58% | 6.52% | -31.67% | |
66 Neutral | ¥304.47B | 2.68 | 4.97% | 2.01% | 2.00% | -68.35% | |
65 Neutral | ¥1.15T | 14.50 | 9.25% | 1.48% | -2.86% | 14.93% | |
64 Neutral | ¥1.82T | 18.88 | 17.34% | 0.72% | 18.58% | 7.54% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% |
* Consumer Cyclical Sector Average
JP:7453
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Ryohin Keikaku Co Corporate Events
Ryohin Keikaku Discloses Increase in Major Shareholder’s Stake
Mar 4, 2026
Ryohin Keikaku Co., Ltd. announced a change in its major shareholders following a Large Shareholding Report filed with the Kanto Local Finance Bureau. U.S.-based investment advisory firm Capital Research and Management Company increased its stake ...
Ryohin Keikaku Delivers Strong Q1 Profit Growth and Confirms FY2026 Outlook After Stock Split
Jan 14, 2026
Ryohin Keikaku reported strong results for the three months ended 30 November 2025, with operating revenues rising 15.4% year on year to ¥228.2 billion and profit attributable to owners of the parent jumping 47.4% to ¥22.0 billion. Earni...
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.