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KOMERI CO., LTD. (JP:8218)
:8218
Japanese Market
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KOMERI CO., LTD. (8218) AI Stock Analysis

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JP:8218

KOMERI CO., LTD.

(8218)

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Outperform 70 (OpenAI - 5.2)
Rating:70Outperform
Price Target:
¥4,472.00
▲(44.72% Upside)
Action:Upgraded
Date:07/30/26
Overall score is driven primarily by stable but mixed fundamentals (strong, low-leverage balance sheet offset by weaker profitability and materially lower free cash flow), supported by a positive price trend above major moving averages and a reasonable valuation with a modest dividend yield.
Positive Factors
Conservative balance sheet / low leverage
Sustained low leverage and rising equity provide financial flexibility to fund store upkeep, inventory and selective investment without stressing liquidity. This reduces refinancing and solvency risk across a multi-year horizon and supports stability through industry cycles.
Negative Factors
Material decline in free cash flow
A multi-year drop in free cash flow reduces the company's ability to self-fund new initiatives, increase returns to shareholders, or absorb shocks. Lower FCF conversion constrains strategic flexibility and could necessitate higher borrowing for growth or capital projects.
Read all positive and negative factors
Positive Factors
Negative Factors
Conservative balance sheet / low leverage
Sustained low leverage and rising equity provide financial flexibility to fund store upkeep, inventory and selective investment without stressing liquidity. This reduces refinancing and solvency risk across a multi-year horizon and supports stability through industry cycles.
Read all positive factors

KOMERI CO., LTD. (8218) vs. iShares MSCI Japan ETF (EWJ)

KOMERI CO., LTD. Business Overview & Revenue Model

Company Description
Komeri Co.,Ltd. operates a chain of home improvement stores in Japan. The company’s stores offer hard merchandise, such as tools, hardware, building materials, and agricultural implements; and green merchandise, including green plants and gardenin...
How the Company Makes Money
Komeri primarily makes money by purchasing merchandise from manufacturers and wholesalers and selling it at a markup through its physical retail store network. Its core revenue stream is product sales across categories such as home improvement/DIY...

KOMERI CO., LTD. Financial Statement Overview

Summary
Financials look stable but not improving: revenue is steady with low-single-digit growth, and the balance sheet is conservative with low leverage and rising equity. Offsetting this, profitability and margins have stepped down versus 2021–2022, and free cash flow has declined materially with weak recent cash conversion.
Income Statement
62
Positive
Balance Sheet
78
Positive
Cash Flow
58
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue390.78B385.38B379.19B370.75B379.40B376.09B
Gross Profit121.38B119.79B117.53B127.21B132.06B131.86B
EBITDA36.30B35.34B33.39B32.84B37.36B38.21B
Net Income15.01B14.64B13.72B13.71B17.10B17.90B
Balance Sheet
Total Assets400.71B394.19B390.20B374.63B361.39B354.79B
Cash, Cash Equivalents and Short-Term Investments14.84B12.13B16.34B16.75B14.11B19.42B
Total Debt33.72B31.24B35.32B34.25B31.94B39.80B
Total Liabilities137.78B137.21B143.88B138.37B134.04B140.94B
Stockholders Equity262.94B256.98B246.32B236.25B227.35B213.84B
Cash Flow
Free Cash Flow0.007.47B6.49B6.88B10.01B16.43B
Operating Cash Flow0.0023.82B23.12B21.36B19.87B25.86B
Investing Cash Flow0.00-18.07B-18.20B-15.43B-11.66B-11.26B
Financing Cash Flow0.00-9.97B-5.25B-3.29B-13.50B-12.48B

KOMERI CO., LTD. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price3090.00
Price Trends
50DMA
3647.90
Positive
100DMA
3579.00
Positive
200DMA
3494.09
Positive
Market Momentum
MACD
66.18
Positive
RSI
58.42
Neutral
STOCH
53.14
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8218, the sentiment is Positive. The current price of 3090 is below the 20-day moving average (MA) of 3869.25, below the 50-day MA of 3647.90, and below the 200-day MA of 3494.09, indicating a bullish trend. The MACD of 66.18 indicates Positive momentum. The RSI at 58.42 is Neutral, neither overbought nor oversold. The STOCH value of 53.14 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8218.

KOMERI CO., LTD. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
70
Outperform
¥190.41B12.291.58%2.57%7.49%
67
Neutral
¥137.20B15.273.50%3.06%10.37%
63
Neutral
¥140.14B8.702.97%5.63%6.92%
62
Neutral
¥220.63B12.332.83%2.68%1.62%
60
Neutral
¥6.30B18.013.36%-1.64%-16.55%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
45
Neutral
¥62.07B146.940.14%2.78%-2.53%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:8218
KOMERI CO., LTD.
3,870.00
618.45
19.02%
JP:2790
NAFCO Co., Ltd.
2,163.00
307.06
16.54%
JP:3050
DCM Holdings Co., Ltd.
1,615.00
153.67
10.52%
JP:3191
Joyful Honda Co. Ltd.
2,280.00
178.80
8.51%
JP:7516
Kohnan Shoji Co., Ltd.
4,470.00
555.16
14.18%
JP:9903
Kanseki Co., Ltd.
903.00
34.11
3.93%

KOMERI CO., LTD. Corporate Events

Komeri Launches Share Buyback and Cancellation to Boost Capital Efficiency
Jul 28, 2026
Komeri Co., Ltd. has approved a share repurchase program and the subsequent cancellation of all shares acquired, aiming to improve capital efficiency and maintain a flexible capital policy tailored to changes in its business environment. The compa...
Komeri Shifts to Shelter-First Strategy in Q1 2026 Results
Jul 28, 2026
Komeri outlined its financial results for the three months ended June 30, 2026, emphasizing a strategic shift from a broad focus on clothing, food, and shelter to a “shelter-first” approach. The company aims to address frequent custome...
Komeri lifts Q1 profits and maintains outlook as it nudges dividends higher
Jul 28, 2026
Komeri reported solid first-quarter results for the three months ended June 30, 2026, with operating revenue rising 4.9% year on year to ¥114.6 billion and profit attributable to owners of parent increasing 5.2% to ¥7.2 billion, supporte...
Komeri Raises Annual Dividend as It Backs Logistics Modernization Strategy
May 19, 2026
Komeri Co., Ltd. has approved a year-end dividend of 28 yen per share for the fiscal year with a record date of March 31, 2026, matching its latest forecast and slightly exceeding the previous year’s 27 yen. The total dividend payout will be...
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.Date of analysis: Jul 30, 2026