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

• Market Cap: ¥41.49B
• Dividend Yield: 1.29%
• Average Volume (3M): 32.44K
• Price to Earnings (P/E): 9.4
• Beta (1Y): 0.49
• Revenue Growth: 7.12%
• EPS Growth: 14.14%
• Country: JP
• Employees: 978
• Sector: Healthcare
• Sector Strength: 45
• Industry: Medical - Pharmaceuticals
• EPS (TTM): 129.33
• Shares Outstanding: 19,740,220
• 10 Day Avg. Volume: 22,110
• 30 Day Avg. Volume: 32,443
• PEG Ratio: 0.71
• Price to Book (P/B): 0.97
• Price to Sales (P/S): 0.24
• P/FCF Ratio: 63.12
• 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: N/A
• Price Target Upside: N/A
• Rating Consensus: N/A
• Number of Analyst Covering: 0
• EPS Forecast (FY): N/A
• Revenue Forecast (FY): N/A

• Rating: 66 Neutral
• Price Target: ¥2,385.00 ▲(10.06% Upside)

Yakuodo Holdings' strong financial performance is the primary driver of its score, supported by robust revenue growth and profitability. However, bearish technical indicators and cash flow volatility present challenges. The stock's valuation is reasonable, but market momentum is currently negative.

Positive Factors

Revenue Growth

Consistent revenue growth indicates strong market demand and effective business strategies, supporting long-term financial health and market position.

Store Expansion

Strategic store expansion enhances market presence and accessibility, potentially increasing customer base and revenue streams over time.

Profitability Margins

Improved profitability margins suggest effective cost control and operational efficiency, contributing to sustainable financial performance.

Negative Factors

Debt Management

Attention to debt management is crucial as high debt levels can limit financial flexibility and increase risk, impacting long-term stability.

Free Cash Flow Volatility

Volatile free cash flow can hinder the company's ability to fund operations and growth initiatives, affecting financial resilience.

Cash Flow Challenges

Challenges in cash flow management may affect the company's ability to sustain operations and invest in growth, impacting long-term prospects.

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

Company Description

YAKUODO HOLDINGS Co., Ltd., through its subsidiaries, engages in the management of drug stores in Japan. It operates 358 stores. The company was founded in 1978 and is headquartered in Morioka, Japan.

How the Company Makes Money

Yakuodo Holdings generates revenue primarily through the sale of pharmaceutical and healthcare products in its retail outlets. The company's revenue model is based on direct sales from its drugstores, where it earns profit margins on the products sold. In addition to its retail operations, Yakuodo may also benefit from partnerships with pharmaceutical manufacturers and suppliers, allowing for favorable procurement terms and exclusive product offerings. Other potential revenue streams include online sales through e-commerce platforms, loyalty programs that encourage repeat business, and expanding into healthcare services that complement their retail offerings. Overall, the company's focus on customer service and a wide product assortment helps drive sales and maintain a competitive edge in the market.

Yakuodo Holdings Co., Ltd. Financial Statement Overview

Summary

Yakuodo Holdings shows strong revenue growth and improved profitability margins. The balance sheet is stable with a solid equity base, though debt management requires attention. Cash flow management is improving, but volatility in free cash flow needs addressing.

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	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	157.99B	151.96B	142.24B	128.79B	120.31B	110.53B
Gross Profit	31.79B	29.66B	30.68B	28.25B	27.24B	25.66B
EBITDA	9.05B	8.71B	8.16B	7.56B	6.67B	7.10B
Net Income	4.44B	4.28B	3.83B	3.24B	2.96B	3.29B
Balance Sheet
Total Assets	88.88B	79.98B	70.78B	67.71B	62.30B	60.64B
Cash, Cash Equivalents and Short-Term Investments	6.97B	7.17B	4.95B	5.28B	4.25B	9.14B
Total Debt	15.41B	18.19B	13.60B	15.75B	15.61B	16.30B
Total Liabilities	50.15B	42.91B	37.47B	37.77B	34.76B	35.61B
Stockholders Equity	38.73B	37.06B	33.31B	29.94B	27.53B	25.02B
Cash Flow
Free Cash Flow	0.00	569.00M	3.47B	2.70B	-2.49B	876.00M
Operating Cash Flow	0.00	4.49B	5.63B	6.41B	3.69B	5.21B
Investing Cash Flow	0.00	-4.57B	-2.27B	-4.11B	-6.63B	-4.98B
Financing Cash Flow	0.00	2.30B	-3.69B	-1.27B	-1.95B	6.95B

Yakuodo Holdings Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Negative
• Last Price: 2167.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Positive
• 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 Negative. The current price of 2167 is above the 20-day moving average (MA) of 2138.50, above the 50-day MA of 2118.78, and above the 200-day MA of 2139.53, indicating a bearish trend. The MACD of 1.06 indicates Positive momentum. The RSI at 39.83 is Neutral, neither overbought nor oversold. The STOCH value of 44.47 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative 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	75 Outperform	¥212.10B	13.39	―	2.35%	7.55%	16.01%
9267	73 Outperform	¥148.48B	18.80	―	0.25%	9.97%	16.27%
2664	72 Outperform	¥67.86B	14.58	―	2.68%	-0.56%	5.59%
3544	67 Neutral	¥11.37B	20.98	―	1.24%	3.58%	-10.70%
3549	67 Neutral	¥419.37B	24.42	―	0.41%	15.81%	27.05%
7679	66 Neutral	¥41.49B	9.43	―	1.29%	7.12%	14.14%
Sector *	51 Neutral	$7.86B	-0.30	-43.30%	2.27%	22.53%	-2.21%

Yakuodo Holdings Co., Ltd. Corporate Events

Yakuodo Holdings Reports Strong November Sales and Expands Store Network

Yakuodo Holdings Co., Ltd. reported a positive year-on-year increase in net sales and customer numbers for November 2025, with net sales rising by 10.7% across all stores. The company also expanded its footprint by opening six new stores in November, bringing the total number of stores to 433, reflecting a strategic growth initiative in several prefectures.

The most recent analyst rating on (JP:7679) stock is a Hold with a Yen2385.00 price target. To see the full list of analyst forecasts on Yakuodo Holdings Co., Ltd. stock, see the JP:7679 Stock Forecast page.

Yakuodo Holdings Reports Steady Growth and Expansion in October 2025

Yakuodo Holdings Co., Ltd. reported its monthly sales flash report for October 2025, showing steady growth in net sales and customer numbers compared to the previous year. The company opened three new stores in October, bringing the total to 427 stores, which indicates its ongoing expansion strategy. This expansion, with no store closures, reflects positively on its market positioning and potential for increased market share.

The most recent analyst rating on (JP:7679) stock is a Hold with a Yen2385.00 price target. To see the full list of analyst forecasts on Yakuodo Holdings Co., Ltd. stock, see the JP:7679 Stock Forecast page.

Yakuodo Holdings Reports Steady Sales Growth and Expands Store Network

Yakuodo Holdings Co., Ltd. reported its monthly sales flash report for September 2025, showing a steady increase in net sales and customer numbers compared to the previous year. The company opened five new stores in September, bringing the total number of stores to 424, reflecting its growth strategy and market expansion efforts.

The most recent analyst rating on (JP:7679) stock is a Hold with a Yen2385.00 price target. To see the full list of analyst forecasts on Yakuodo Holdings Co., Ltd. stock, see the JP:7679 Stock Forecast page.

Yakuodo Holdings Reports Strong Half-Year Financial Results and Positive Outlook

Yakuodo Holdings Co., Ltd. reported a positive financial performance for the six months ended August 31, 2025, with net sales increasing by 7.9% year-on-year to ¥82,821 million. The company’s operating profit and ordinary profit also saw growth, indicating a strong market position and effective operational strategies. The financial forecast for the fiscal year ending February 28, 2026, anticipates continued growth with a 10.7% increase in net sales, reflecting the company’s optimistic outlook and strategic planning.

The most recent analyst rating on (JP:7679) stock is a Hold with a Yen2385.00 price target. To see the full list of analyst forecasts on Yakuodo Holdings Co., Ltd. stock, see the JP:7679 Stock Forecast page.