Yakuodo Holdings Co., Ltd. (7679) AI Stock Analysis

• Market Cap: ¥45.60B
• Dividend Yield: 1.21%
• Average Volume (3M): 45.62K
• Price to Earnings (P/E): 10.4
• Beta (1Y): 0.51
• Revenue Growth: 6.65%
• EPS Growth: 12.77%
• Country: JP
• Employees: 978
• Sector: Healthcare
• Sector Strength: 39
• Industry: Medical - Pharmaceuticals
• EPS (TTM): 68.06
• Shares Outstanding: 19,740,220
• 10 Day Avg. Volume: 36,880
• 30 Day Avg. Volume: 45,623
• PEG Ratio: 0.90
• Price to Book (P/B): 1.15
• 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: ¥2,510.00
• Price Target Upside: 8.66% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 0

• Rating: 74 Outperform
• Price Target: ¥2,434.00 ▲(5.37%Upside)

Yakuodo Holdings is bolstered by robust financial performance, particularly in revenue and profitability growth. Valuation is attractive with a low P/E ratio and a reasonable dividend yield. However, technical indicators suggest some caution with potential bearish trends. Continued focus on debt and cash flow management will be crucial for sustaining growth.

Yakuodo Holdings Co., Ltd. Business Overview & Revenue Model

Company Description

Yakuodo Holdings Co., Ltd. (7679) is a Japan-based company primarily engaged in the retail industry, focusing on the operation of drugstores. The company offers a wide range of products, including pharmaceuticals, cosmetics, daily necessities, and food items. Yakuodo Holdings operates a chain of drugstores under the Yakuodo brand, catering to health and wellness needs of its customers while also providing a diverse selection of everyday goods.

How the Company Makes Money

Yakuodo Holdings Co., Ltd. generates revenue primarily through the sale of products in its drugstore chain. The company's revenue streams include the sale of pharmaceuticals, which constitutes a significant portion of its income, as well as cosmetics, daily necessities, and food products. By offering a diverse product lineup, Yakuodo attracts a wide customer base, ensuring a stable flow of income. Additionally, the company may engage in strategic partnerships or collaborations with suppliers to optimize procurement and cost management, thereby enhancing profitability. Yakuodo Holdings' earnings are also influenced by its ability to expand its retail footprint and enhance customer engagement through loyalty programs and promotions.

Yakuodo Holdings Co., Ltd. Financial Statement Overview

Summary

Yakuodo Holdings has shown strong revenue growth and improved profitability margins. The balance sheet is stable with a solid equity base, though debt management needs attention. Cash flow management shows improvement in converting earnings into cash but faces challenges with free cash flow volatility.

Income Statement

Yakuodo Holdings has demonstrated consistent revenue growth, with a notable increase from ¥128.79 billion in 2023 to ¥151.96 billion in 2025. The gross profit margin has remained stable, averaging around 19.5% over the years. Net profit margins have improved, reaching 2.81% in 2025, indicating better cost management and operational efficiency. Furthermore, both EBIT and EBITDA margins show an upward trend, suggesting robust core business profitability.

Balance Sheet

The company's balance sheet reflects a stable financial structure with a debt-to-equity ratio improving over time, reaching 0.49 in 2025. The return on equity (ROE) has shown a positive trajectory, indicating effective utilization of shareholder funds. The equity ratio of 46.34% in 2025 suggests a solid equity base, providing a cushion against potential financial risks. However, the company should continue monitoring its debt levels to ensure long-term financial stability.

Cash Flow

Yakuodo Holdings experienced fluctuations in free cash flow, with growth from negative figures in 2022 to a positive ¥569 million in 2025. The operating cash flow to net income ratio suggests that the company is efficiently converting its earnings into cash. Nonetheless, the volatility in free cash flow growth rates indicates potential challenges in cash management, which the company needs to address to ensure sustainable cash flow generation.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	151.96B	142.24B	128.79B	120.31B	110.53B
Gross Profit	29.66B	30.68B	28.25B	27.24B	25.66B
EBITDA	8.71B	8.16B	7.56B	6.67B	7.10B
Net Income	4.28B	3.83B	3.24B	2.96B	3.29B
Balance Sheet
Total Assets	79.98B	70.78B	67.71B	62.30B	60.64B
Cash, Cash Equivalents and Short-Term Investments	7.17B	4.95B	5.28B	4.25B	9.14B
Total Debt	18.19B	13.60B	15.75B	15.61B	16.30B
Total Liabilities	42.91B	37.47B	37.77B	34.76B	35.61B
Stockholders Equity	37.06B	33.31B	29.94B	27.53B	25.02B
Cash Flow
Free Cash Flow	569.00M	3.47B	2.70B	-2.49B	876.00M
Operating Cash Flow	4.49B	5.63B	6.41B	3.69B	5.21B
Investing Cash Flow	-4.57B	-2.27B	-4.11B	-6.63B	-4.98B
Financing Cash Flow	2.30B	-3.69B	-1.27B	-1.95B	6.95B

Yakuodo Holdings Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 2310.00
• 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:7679, the sentiment is Positive. The current price of 2310 is above the 20-day moving average (MA) of 2249.30, above the 50-day MA of 2217.38, and above the 200-day MA of 2025.60, indicating a bullish trend. The MACD of 30.07 indicates Negative momentum. The RSI at 59.60 is Neutral, neither overbought nor oversold. The STOCH value of 79.43 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7679.

Yakuodo Holdings Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
3148	78 Outperform	¥223.79B	14.58		1.97%	8.98%	0.10%
3549	76 Outperform	¥432.05B	23.44		0.34%	14.79%	35.84%
7679	74 Outperform	¥45.60B	10.38		1.21%	6.65%	12.77%
9267	74 Outperform	¥138.75B	19.44		0.29%	8.62%	11.68%
2664	71 Outperform	¥62.50B	13.17		2.91%	0.27%	3.69%
3544	65 Neutral	¥11.55B	15.09		1.20%	4.87%	63.01%
Sector *	52 Neutral	kr6.05B	8.94	-59.74%	2.10%	25.95%	22.55%

Yakuodo Holdings Co., Ltd. Corporate Events

Yakuodo Holdings Completes Treasury Share Acquisition to Boost Capital Efficiency

Yakuodo Holdings Co., Ltd. has completed the acquisition of 144,000 treasury shares, representing 0.73% of its total issued shares, at a cost of 322,560,000 yen. This move, executed through the Tokyo Stock Exchange’s off-auction own share trading system, aims to improve capital efficiency and increase shareholder returns, reflecting the company’s commitment to optimizing its financial structure.

Yakuodo Holdings Announces Strategic Treasury Share Acquisition

Yakuodo Holdings Co., Ltd. has announced a decision to acquire up to 150,000 of its own treasury shares, representing 0.77% of its total issued shares, at a cost of up to 336 million yen. This move, resolved by the Board of Directors, aims to enhance capital efficiency and improve shareholder returns, reflecting the company’s strategic focus on optimizing its financial structure.

Yakuodo Holdings Reports Sales Growth and Store Expansion in June 2025

Yakuodo Holdings Co., Ltd. reported a positive trend in its monthly sales flash report for June 2025, with net sales and customer numbers increasing year-on-year. The company opened three new stores in June, bringing the total number of stores to 412, which indicates a strategic expansion in Tochigi and Ibaraki Prefectures. This growth reflects the company’s robust market positioning and commitment to increasing its footprint in the retail sector.

Yakuodo Holdings Reports Positive Financial Growth in Q1 2025

Yakuodo Holdings Co., Ltd. reported a 7.6% increase in net sales for the three months ending May 31, 2025, compared to the same period in 2024. The company also saw improvements in operating profit and ordinary profit, indicating a positive trend in financial health. The forecast for the fiscal year ending February 28, 2026, shows expected growth in net sales and profits, suggesting a strong market position and potential benefits for stakeholders.

Yakuodo Holdings Reappoints Directors to Ensure Continuity

Yakuodo Holdings Co., Ltd. announced the reappointment of six directors and three audit and supervisory committee members during its 6th Annual General Meeting of Shareholders. This decision, also mirrored by its subsidiary Yakuodo Co. Ltd., reflects the company’s commitment to maintaining its current leadership structure, which may ensure continuity in its strategic direction and operational stability.

Yakuodo Holdings Reports Sales Growth and Store Expansion in April 2025

Yakuodo Holdings Co., Ltd. reported a year-on-year increase in net sales, number of customers, and average customer spend for both all stores and existing stores as of April 2025. The company opened two new stores in April, bringing the total number of stores to 406, indicating a strategic expansion in its retail footprint. This expansion is likely to strengthen its market position and increase accessibility for customers, with no store closures reported.