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POPLAR Co., Ltd.
(7601)
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Rating:52Neutral
Price Target:
¥168.00
▼(-3.45% Downside)
Action:Reiterated
Date:08/04/26
The score is driven primarily by improving fundamentals versus 2021–2022 (positive earnings/FCF and reduced leverage), but is capped by persistent revenue declines and a sharp profitability step-down in 2026. Technical indicators are largely neutral with the stock still below the 200-day average, and valuation (P/E 20) is not compelling enough to offset the operating risks.
Positive Factors
Reduced leverage and restored equity
A meaningful reduction in debt and recovery from negative to positive equity materially de-risks the capital structure. That improved solvency increases financial flexibility for store investments, working capital and shocks, lowering refinancing risk over the next several quarters.
Negative Factors
Persistent revenue declines
Ongoing revenue contraction erodes scale, reducing leverage over fixed store costs and limiting ability to restore margin expansion. Continued top-line decline makes sustaining positive earnings and funding reinvestment harder without structural changes to sales mix or unit economics.
Read all positive and negative factors
Positive Factors
Negative Factors
Reduced leverage and restored equity
A meaningful reduction in debt and recovery from negative to positive equity materially de-risks the capital structure. That improved solvency increases financial flexibility for store investments, working capital and shocks, lowering refinancing risk over the next several quarters.
Read all positive factors
POPLAR Co., Ltd. (7601) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥1.98B
Dividend YieldN/A
Average Volume (3M)58.40K
Price to Earnings (P/E)20.0
Beta (1Y)0.55
Revenue Growth-2.83%
EPS Growth-60.22%
CountryJP
Employees181
SectorGeneral
Sector StrengthN/A
IndustryGrocery Stores
Share Statistics
EPS (TTM)8.40
Shares Outstanding13,938,133
10 Day Avg. Volume62,750
30 Day Avg. Volume58,403
Financial Highlights & Ratios
PEG Ratio-0.30
Price to Book (P/B)2.39
Price to Sales (P/S)0.18
P/FCF Ratio7.92
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)N/A
Revenue Forecast (FY)N/A
POPLAR Co., Ltd. Business Overview & Revenue Model
Company Description
Poplar Co., Ltd. operates convenience stores in Japan. The company operates in two segments, Smart Store Business and Lawson Poplar Business. The Smart Store Business segments operate under the Popura and Seikatsu Saika brands. The Lawson Poplar B...
How the Company Makes Money
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POPLAR Co., Ltd. Financial Statement Overview
Summary
Income Statement
54
Neutral
Balance Sheet
46
Neutral
Cash Flow
58
Neutral
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 11.62B | 11.65B | 12.03B | 12.37B | 13.06B | 13.63B |
| Gross Profit | 5.37B | 5.33B | 5.41B | 5.37B | 5.27B | 4.84B |
| EBITDA | 390.93M | 383.00M | 466.72M | 450.60M | 165.97M | -993.82M |
| Net Income | 134.10M | 134.67M | 376.33M | 462.00M | -237.80M | -518.49M |
Balance Sheet | ||||||
| Total Assets | 4.05B | 3.95B | 3.78B | 3.83B | 3.87B | 4.18B |
| Cash, Cash Equivalents and Short-Term Investments | 816.16M | 841.14M | 806.12M | 752.37M | 828.05M | 802.31M |
| Total Debt | 256.58M | 374.69M | 533.60M | 911.03M | 1.87B | 1.82B |
| Total Liabilities | 3.15B | 3.07B | 3.00B | 3.35B | 4.57B | 4.61B |
| Stockholders Equity | 902.61M | 879.10M | 780.83M | 477.07M | -694.24M | -429.43M |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 264.90M | 352.31M | 65.38M | 23.47M | -2.45B |
| Operating Cash Flow | 0.00 | 487.84M | 433.06M | 79.83M | 101.54M | -2.43B |
| Investing Cash Flow | 0.00 | -232.88M | 26.35M | 322.66M | -100.73M | 872.55M |
| Financing Cash Flow | 0.00 | -219.94M | -405.66M | -478.17M | 24.93M | -182.11M |
POPLAR Co., Ltd. Technical Analysis
Negative
174.00
Price Trends
165.12
Positive
167.49
Negative
172.53
Negative
Market Momentum
0.35
Positive
48.92
Neutral
51.67
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7601, the sentiment is Negative. The current price of 174 is above the 20-day moving average (MA) of 167.10, above the 50-day MA of 165.12, and above the 200-day MA of 172.53, indicating a neutral trend. The MACD of 0.35 indicates Positive momentum. The RSI at 48.92 is Neutral, neither overbought nor oversold. The STOCH value of 51.67 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:7601.
POPLAR Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | ¥215.02B | 12.19 | ― | 2.95% | 3.84% | 46.02% | |
62 Neutral | ¥190.66B | 10.44 | ― | 2.18% | 8.15% | 21.40% | |
58 Neutral | ¥170.42B | -32.05 | ― | 1.77% | 15.30% | -594.22% | |
57 Neutral | ¥175.88B | 24.80 | ― | 1.44% | -0.40% | 45.73% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
52 Neutral | ¥1.98B | 20.00 | ― | ― | -2.83% | -60.22% | |
50 Neutral | ¥54.36B | -6.98 | ― | 0.94% | 2.58% | -34.49% |
* General Sector Average
JP:7601
POPLAR Co., Ltd.
167.00
-17.00
-9.24%
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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.