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Fuji Co., Ltd.
(8278)
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Rating:54Neutral
Price Target:
¥2,011.00
▼(-5.81% Downside)
Action:Reiterated
Date:08/06/26
The score is anchored by improved financial resilience—stronger recent cash generation and a better leverage profile—while the biggest constraint is operating performance (notable 2026 revenue decline and thin/volatile profitability). Technical indicators are mixed/soft and valuation (P/E 24.8 with ~1.48% yield) does not add support, keeping the overall score in the mid-range.
Positive Factors
Improved cash generation
A meaningful recovery in operating cash flow and a solidly positive free cash flow position strengthen the company’s ability to fund capex, pay down debt, and support operations without reliance on external financing. Over 2–6 months this improves strategic flexibility and resilience to sales volatility.
Negative Factors
Significant recent revenue decline
A sharp near-term revenue drop of ~18.5% erodes scale benefits and reduces margin headroom. If sustained, lower top-line undermines fixed-cost absorption across stores, pressures operating margins, and forces tougher trade-offs between price, promotional intensity, and profitability over the coming quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved cash generation
A meaningful recovery in operating cash flow and a solidly positive free cash flow position strengthen the company’s ability to fund capex, pay down debt, and support operations without reliance on external financing. Over 2–6 months this improves strategic flexibility and resilience to sales volatility.
Read all positive factors
Fuji Co., Ltd. (8278) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥174.41B
Dividend Yield1.49%
Average Volume (3M)110.44K
Price to Earnings (P/E)24.6
Beta (1Y)0.20
Revenue Growth-0.40%
EPS Growth45.73%
CountryJP
Employees7,757
SectorGeneral
Sector StrengthN/A
IndustryDepartment Stores
Share Statistics
EPS (TTM)81.80
Shares Outstanding86,856,960
10 Day Avg. Volume72,100
30 Day Avg. Volume110,440
Financial Highlights & Ratios
PEG Ratio0.19
Price to Book (P/B)0.80
Price to Sales (P/S)0.22
P/FCF Ratio9.35
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Fuji Co., Ltd. Business Overview & Revenue Model
Company Description
Fuji Co., Ltd. is a prominent Japanese general retailer offering a diverse range of products, including food items, apparel, and daily household essentials. The company operates an extensive network of 101 stores across Japan, with locations prima...
How the Company Makes Money
Fuji Co., Ltd. primarily makes money by selling merchandise to consumers through its physical retail stores (discount stores/supermarkets). Its core revenue stream is product sales across categories such as groceries, daily necessities, and genera...
Fuji Co., Ltd. Financial Statement Overview
Summary
Income Statement
44
Neutral
Balance Sheet
63
Positive
Cash Flow
68
Positive
| Breakdown | TTM | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 810.89B | 814.26B | 808.93B | 801.02B | 784.97B | 320.87B |
| Gross Profit | 229.48B | 232.13B | 232.55B | 220.13B | 213.87B | 83.34B |
| EBITDA | 25.22B | 26.23B | 24.89B | 29.94B | 31.41B | 13.61B |
| Net Income | 7.09B | 8.18B | 3.82B | 7.44B | 9.03B | 3.94B |
Balance Sheet | ||||||
| Total Assets | 420.32B | 415.21B | 411.81B | 427.70B | 431.32B | 174.97B |
| Cash, Cash Equivalents and Short-Term Investments | 42.17B | 43.94B | 26.29B | 37.18B | 31.80B | 12.50B |
| Total Debt | 38.27B | 43.54B | 70.45B | 81.05B | 88.67B | 29.39B |
| Total Liabilities | 194.85B | 187.98B | 193.78B | 211.60B | 221.93B | 79.64B |
| Stockholders Equity | 225.19B | 226.95B | 217.76B | 215.84B | 209.14B | 95.10B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 19.40B | -41.00M | 14.69B | 3.08B | 1.86B |
| Operating Cash Flow | 0.00 | 37.74B | 16.75B | 30.61B | 24.16B | 8.63B |
| Investing Cash Flow | 0.00 | 3.90B | -12.97B | -14.61B | -14.52B | -6.48B |
| Financing Cash Flow | 0.00 | -28.99B | -14.67B | -10.62B | -5.41B | -2.71B |
Fuji Co., Ltd. Technical Analysis
Positive
2135.00
Price Trends
1977.62
Positive
2032.64
Negative
2039.15
Negative
Market Momentum
3.39
Positive
51.98
Neutral
43.79
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8278, the sentiment is Positive. The current price of 2135 is above the 20-day moving average (MA) of 2007.30, above the 50-day MA of 1977.62, and above the 200-day MA of 2039.15, indicating a neutral trend. The MACD of 3.39 indicates Positive momentum. The RSI at 51.98 is Neutral, neither overbought nor oversold. The STOCH value of 43.79 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8278.
Fuji Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
77 Outperform | ¥209.38B | 19.03 | 7.08% | 2.70% | 4.91% | -6.89% | |
67 Neutral | ¥218.89B | 12.41 | ― | 2.95% | 3.84% | 46.02% | |
62 Neutral | ¥187.16B | 8.90 | ― | 2.18% | 8.92% | 33.42% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% | |
54 Neutral | ¥174.41B | 24.60 | ― | 1.44% | -0.40% | 45.73% | |
50 Neutral | ¥3.81T | 39.72 | 7.77% | 2.02% | 8.17% | 408.65% | |
49 Neutral | ¥171.46B | -32.24 | ― | 1.77% | 15.30% | -594.22% |
* General Sector Average
JP:8278
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2,012.00
-15.04
-0.74%
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Fuji Co., Ltd. Corporate Events
Fuji Co. Posts Strong Profit Growth on Higher Sales in First Quarter
Jul 9, 2026
Fuji Co., Ltd. reported higher consolidated net sales and operating revenue for the first quarter of the fiscal year ending February 2027, with gains in gross profit and operating profit compared with the prior-year period. Despite increased total...
Fuji Co. profit plunges in first quarter but keeps dividend and full-year outlook
Jul 9, 2026
Fuji Co., Ltd. reported a 1.7% year-on-year decline in operating revenue to ¥198.0 billion for the three months ended May 31, 2026, with operating profit plunging 79.4% to ¥391 million and profit attributable to owners of the parent drop...
Fuji Refines Capital Cost- and Share Price-Focused Management Strategy
Jun 23, 2026
Fuji Co., Ltd. said it has reassessed its ongoing initiatives to adopt capital cost- and share price-conscious management, a framework first announced in July 2025. The company reviewed its current status and challenges in this area and has update...
Fuji Outlines Governance Framework Under AEON’s Majority Control
May 19, 2026
Fuji Co., Ltd. disclosed details of its relationship with parent company AEON Co., Ltd., which holds just over half of Fuji’s voting rights and positions Fuji within a large retail group generating more than ¥10 trillion in sales. The g...
Fuji Co., Ltd. Board Effectiveness Review Confirms Solid Governance, Sets New Improvement Measures
May 19, 2026
Fuji Co., Ltd. reported the results of its FY2025 evaluation of the effectiveness of its Board of Directors, based on a detailed questionnaire completed by all directors and corporate auditors and subsequent board discussions. The assessment concl...
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.