Izumi Co., Ltd. (8273) AI Stock Analysis

• Market Cap: ¥229.20B
• Dividend Yield: 3.01%
• Average Volume (3M): 168.90K
• Price to Earnings (P/E): 17.3
• Beta (1Y): 0.27
• Revenue Growth: 18.89%
• EPS Growth: -34.43%
• Country: JP
• Employees: 4,400
• Sector: Consumer Cyclical
• Sector Strength: 84
• Industry: Department Stores
• EPS (TTM): N/A
• Shares Outstanding: 214,995,600
• 10 Day Avg. Volume: 209,380
• 30 Day Avg. Volume: 168,900
• PEG Ratio: -0.44
• Price to Book (P/B): 0.77
• Price to Sales (P/S): 0.42
• P/FCF Ratio: 9.74
• 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: 63 Neutral
• Price Target: ¥3,222.00 ▲(7.40% Upside)
• Action: Reiterated Date: 01/15/26
• Date: Action: Reiterated 01/15/26

The score is driven primarily by mixed financial performance: strong top-line growth and a stable balance sheet are offset by sharply weaker current profitability, lower returns, and uneven free-cash-flow quality. Technicals add modest support with neutral-to-positive momentum but a still-lagging longer-term trend. Valuation is reasonable with a moderate dividend yield, but not notably compelling given the margin compression.

Positive Factors

Robust revenue growth and healthy gross margin

Sustained top-line growth with a ~36% gross margin supports durable scale advantages in procurement and merchandising. Over 2–6 months this underpins reinvestment in stores and e-commerce, cushions cost swings, and signals continued customer demand for core retail offerings.

Negative Factors

Sharp margin compression

A rapid fall in operating and net margins suggests structural pressure on profitability—rising costs, margin erosion, or weaker pricing power. If sustained, this reduces internal funding, limits pricing flexibility, and weakens competitive positioning over the medium term.

Izumi Co., Ltd. Business Overview & Revenue Model

Company Description

Izumi Co., Ltd. operates a chain of stores in Japan. The company operates shopping centers under the Youme Town name; neighborhood shopping centers under the Youme Mall name; and food supermarkets under the Youme Mart name. As of May 31, 2021, it ...

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Izumi Co., Ltd. operates a chain of stores in Japan. The company operates shopping centers under the Youme Town name; neighborhood shopping centers under the Youme Mall name; and food supermarkets under the Youme Mart name. As of May 31, 2021, it ...

How the Company Makes Money

Izumi Co., Ltd. generates revenue primarily through the sales of goods in its retail stores and online platform. The company has established a diverse range of revenue streams, including direct product sales, private-label merchandise, and seasona...

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Izumi Co., Ltd. generates revenue primarily through the sales of goods in its retail stores and online platform. The company has established a diverse range of revenue streams, including direct product sales, private-label merchandise, and seasona...

Izumi Co., Ltd. Financial Statement Overview

Breakdown	TTM	Feb 2025	May 2024	Feb 2023	Feb 2022	Feb 2021
Income Statement
Total Revenue	553.58B	524.14B	471.17B	460.14B	676.80B	679.78B
Gross Profit	207.64B	207.60B	195.36B	189.53B	179.46B	181.57B
EBITDA	41.45B	41.46B	46.97B	51.22B	51.50B	52.16B
Net Income	11.16B	11.92B	20.48B	23.19B	23.20B	23.05B
Balance Sheet
Total Assets	598.22B	569.61B	489.51B	478.54B	468.80B	489.69B
Cash, Cash Equivalents and Short-Term Investments	18.62B	15.72B	12.00B	10.33B	11.62B	25.31B
Total Debt	118.71B	139.45B	77.73B	76.55B	99.36B	109.41B
Total Liabilities	296.14B	270.39B	195.27B	200.43B	206.36B	244.28B
Stockholders Equity	288.17B	285.52B	280.56B	265.04B	248.69B	232.50B
Cash Flow
Free Cash Flow	19.97B	22.54B	4.55B	28.47B	4.58B	35.69B
Operating Cash Flow	37.85B	40.28B	31.56B	38.31B	18.58B	48.32B
Investing Cash Flow	-17.86B	-91.64B	-24.75B	-10.04B	-14.25B	-6.63B
Financing Cash Flow	-16.97B	55.07B	-5.15B	-29.56B	-18.02B	-25.36B

Izumi Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 3000.00
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Negative
• RSI: Neutral
• STOCH: Negative

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8273, the sentiment is Positive. The current price of 3000 is above the 20-day moving average (MA) of 1035.00, above the 50-day MA of 1026.25, and above the 200-day MA of 1023.91, indicating a bullish trend. The MACD of 14.62 indicates Negative momentum. The RSI at 62.17 is Neutral, neither overbought nor oversold. The STOCH value of 85.14 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8273.

Izumi Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
9956	79 Outperform	¥209.44B	7.25	―	2.18%	6.30%	27.88%
2659	73 Outperform	¥213.16B	18.46	7.56%	2.70%	2.28%	3.61%
8273	63 Neutral	¥229.20B	17.32	―	3.01%	18.89%	-34.43%
Sector *	61 Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
3222	58 Neutral	¥191.78B	-33.75	―	1.77%	30.67%	―
8278	57 Neutral	¥194.35B	8.93	―	1.44%	1.48%	-33.32%
8267	49 Neutral	¥4.99T	82.87	2.27%	0.52%	4.92%	1.25%

Izumi Co., Ltd. Corporate Events