Marui Group Co Ltd (JP:8252)
:8252
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Marui Group Co
(8252)
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Rating:60Neutral
Price Target:
¥2,900.00
▼(-9.80% Downside)
Action:Reiterated
Date:05/19/26
Overall score reflects solid profitability and revenue growth, offset by weaker financial resilience due to rising leverage and negative operating/free cash flow in 2025–2026. Technicals are a headwind with the stock trading below key moving averages, while valuation is supported by a high dividend yield and a moderate P/E.
Positive Factors
Retail–Finance Flywheel
Marui's integrated retail and EPOS credit card model creates a durable flywheel: retail attracts customers, the card drives repeat spend and transaction volume, and card data enables targeted promotions. This structural cross-selling supports recurring fee and interest income and strengthens customer retention over time.
Negative Factors
Rising Leverage
Leverage climbing toward a near-3x debt/equity level materially raises financial risk and reduces balance sheet flexibility. Higher leverage increases interest and refinancing risk, limits ability to absorb shocks or pursue opportunities, and makes earnings more sensitive to credit costs and interest-rate moves over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Retail–Finance Flywheel
Marui's integrated retail and EPOS credit card model creates a durable flywheel: retail attracts customers, the card drives repeat spend and transaction volume, and card data enables targeted promotions. This structural cross-selling supports recurring fee and interest income and strengthens customer retention over time.
Read all positive factors
Marui Group Co (8252) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥506.62B
Dividend Yield3.66%
Average Volume (3M)709.65K
Price to Earnings (P/E)17.6
Beta (1Y)0.26
Revenue Growth8.83%
EPS Growth10.44%
CountryJP
Employees4,290
SectorFinancial
Sector Strength70
IndustryFinancial - Credit Services
Share Statistics
EPS (TTM)158.35
Shares Outstanding183,660,420
10 Day Avg. Volume765,770
30 Day Avg. Volume709,650
Financial Highlights & Ratios
PEG Ratio1.83
Price to Book (P/B)2.25
Price to Sales (P/S)1.98
P/FCF Ratio-8.33
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥4,400.00Price Target Upside36.86% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)172.69
Revenue Forecast (FY)¥297.84B
Marui Group Co Business Overview & Revenue Model
Company Description
Marui Group Co., Ltd. is a Japanese investment holding firm with core operations spanning a diverse retail portfolio and advanced financial technology services. Its extensive retail activities include managing Marui and Modi department stores, fac...
How the Company Makes Money
Marui Group primarily makes money through two connected pillars: (1) retail-related income and (2) financial services income.
1) Retail-related income
- Store/space operations: Marui operates commercial facilities where it sells merchandise and/o...
Marui Group Co Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
54
Neutral
Cash Flow
33
Negative
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 276.86B | 254.39B | 235.23B | 217.85B | 209.32B |
| Gross Profit | 227.81B | 222.76B | 205.62B | 191.74B | 181.07B |
| EBITDA | 66.03B | 57.20B | 51.94B | 45.44B | 38.82B |
| Net Income | 28.48B | 26.59B | 24.67B | 21.47B | 17.79B |
Balance Sheet | |||||
| Total Assets | 1.14T | 1.05T | 1.00T | 961.95B | 920.03B |
| Cash, Cash Equivalents and Short-Term Investments | 53.55B | 49.25B | 64.56B | 52.43B | 39.72B |
| Total Debt | 716.25B | 636.48B | 594.36B | 583.06B | 527.16B |
| Total Liabilities | 896.45B | 806.71B | 749.87B | 715.39B | 657.98B |
| Stockholders Equity | 244.19B | 246.14B | 253.25B | 246.14B | 261.61B |
Cash Flow | |||||
| Free Cash Flow | -65.90B | -17.59B | 23.21B | 7.02B | 2.99B |
| Operating Cash Flow | -48.40B | -4.48B | 38.00B | 16.72B | 11.52B |
| Investing Cash Flow | 1.39B | -13.66B | -18.27B | -22.38B | -13.76B |
| Financing Cash Flow | 51.31B | 2.84B | -7.88B | 18.26B | 770.00M |
Marui Group Co Technical Analysis
Neutral
3215.00
Price Trends
2915.56
Negative
2977.71
Negative
3020.13
Negative
Market Momentum
-22.09
Negative
49.96
Neutral
77.29
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8252, the sentiment is Neutral. The current price of 3215 is above the 20-day moving average (MA) of 2759.05, above the 50-day MA of 2915.56, and above the 200-day MA of 3020.13, indicating a neutral trend. The MACD of -22.09 indicates Negative momentum. The RSI at 49.96 is Neutral, neither overbought nor oversold. The STOCH value of 77.29 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:8252.
Marui Group Co Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
64 Neutral | ¥621.58B | 10.12 | 9.13% | 2.79% | 10.98% | 0.22% | |
63 Neutral | ¥703.88B | 8.86 | 7.97% | 3.48% | 6.29% | 147.90% | |
61 Neutral | ¥323.64B | 15.32 | 3.46% | 3.04% | 7.13% | 34.82% | |
60 Neutral | ¥506.62B | 17.63 | 11.30% | 3.66% | 8.83% | 10.44% | |
56 Neutral | ¥159.97B | 40.26 | ― | 4.42% | 1.18% | -28.29% |
* Financial Sector Average
JP:8252
Marui Group Co
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Marui Group Co Corporate Events
Marui Group Ends Targeted Share Buyback at Fraction of Approved Limit
May 18, 2026
Marui Group Co., Ltd. has completed a share buyback program under which it repurchased 550,500 common shares on the Tokyo Stock Exchange between May 1 and May 15, 2026, at a total cost of about ¥1.65 billion. The company framed the buyback as...
Marui Extends Performance‑Linked ESOP Incentive Plan for Executives
May 15, 2026
Marui Group has resolved to continue its existing ESOP-based incentive plan for group executive management employees, aiming to strengthen their motivation to improve medium- to long-term performance and corporate value. The plan delivers company ...
Marui Group Extends Performance-Based Stock Plan to Align Pay With Long-Term Strategy
May 15, 2026
Marui Group has decided to continue its performance-based stock compensation plan for directors and executive officers at the parent company and 14 group subsidiaries, maintaining a framework that links management remuneration to the company’...
Marui Group Releases 2026 Fact Book and Sets Out 2027 Forecasts and 2031 Vision
May 15, 2026
Marui Group has released its Fact Book for the fiscal year ended March 31, 2026, detailing financial performance, segment revenues, transaction volumes, and balance sheet trends, alongside data on card members, store-by-store transactions, investm...
Marui Group Lifts Earnings and Dividends, Targets Further Growth in FY2027
May 15, 2026
Marui Group Co., Ltd. reported consolidated revenue of ¥276.9 billion for the fiscal year ended March 31, 2026, an 8.8% increase year on year, with operating profit up 12.8% to ¥50.2 billion and profit attributable to owners of parent ri...
Marui Group Extends ESOP Incentive Plan for Executive Management
May 15, 2026
Marui Group will continue its existing ESOP trust-based incentive plan for group executive management employees, aiming to strengthen their commitment to improving medium- to long-term performance and corporate value. The plan delivers company sha...
Marui Group Extends and Refines Performance-Based Stock Compensation Plan
May 15, 2026
Marui Group has decided to continue its performance-based stock compensation plan for directors and executive officers at the parent company and 14 group subsidiaries, while also maintaining its incentive plan for senior management. The scheme, in...
Marui Group Releases Comprehensive Fact Book for FY2026 and Outlines 2027 Outlook
May 15, 2026
Marui Group has released its Fact Book for the fiscal year ended March 31, 2026, detailing financial performance, group transaction volumes, revenue and gross profit trends, and the structure of selling, general and administrative expenses. The di...
Marui Group Delivers Profit Growth, Raises Dividend and Targets Higher ROE
May 15, 2026
Marui Group reported solid growth for the fiscal year ended March 31, 2026, with revenue rising 8.8% to ¥276.9 billion and operating profit climbing 12.8% to ¥50.2 billion, lifting profit attributable to owners of parent by 7.1% to ¥...
Marui Group Progresses Share Buyback Under Ongoing Capital Return Program
May 1, 2026
Marui Group Co., Ltd., a Japanese retail and financial services group listed on the TSE Prime Market, continues to leverage its balance sheet to enhance shareholder value. The company operates department stores and consumer finance businesses, pos...
Marui Group Reports Early-Stage Progress on Ongoing Share Buyback Program
Apr 2, 2026
Marui Group Co., Ltd., the Japanese retail and financial services company listed on the TSE Prime Market, continues to leverage its integrated business model that combines department store operations with credit card and related financial services...
Marui Group Slows Pace of Share Buyback in February
Mar 2, 2026
Marui Group reported no additional treasury share purchases in February 2026 under its ongoing share buyback program authorized by the board in November 2025. The company has so far acquired 234,100 shares, or 2.34% of the authorized volume, for a...
Marui Group Cuts Size of Employee Restricted-Stock Disposal After Forfeitures
Feb 27, 2026
Marui Group has completed the payment procedures for the disposal of treasury shares as restricted stock, a move initially approved by its board in November 2025 and aimed at transferring shares to eligible employees. Due to 12 planned allottees e...
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.