Fuji Co., Ltd. (8278) AI Stock Analysis

• Market Cap: ¥173.72B
• Dividend Yield: 1.5%
• Average Volume (3M): 76.58K
• Price to Earnings (P/E): 35.7
• Beta (1Y): 0.16
• Revenue Growth: 1.54%
• EPS Growth: -15.67%
• Country: JP
• Employees: 8,353
• Sector: Consumer Cyclical
• Sector Strength: 69
• Industry: Department Stores
• EPS (TTM): 13.32
• Shares Outstanding: 86,856,960
• 10 Day Avg. Volume: 78,870
• 30 Day Avg. Volume: 76,583
• PEG Ratio: -1.52
• Price to Book (P/B): 0.80
• Price to Sales (P/S): 0.00
• P/FCF Ratio: 0.00
• 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: ¥2,143.00
• Price Target Upside: 6.94% Upside
• Rating Consensus: Hold
• Number of Analyst Covering: 0

• Rating: 58 Neutral
• Price Target: ¥2,064.00 ▲(2.99%Upside)

Fuji Co., Ltd. scores a 58, driven primarily by its stable financial performance and robust balance sheet. However, technical analysis suggests bearish trends, and valuation metrics imply potential overvaluation. The absence of earnings call insights and corporate events further limits the overall outlook.

Fuji Co., Ltd. Business Overview & Revenue Model

Company Description

Fuji Co., Ltd. (8278) is a Japanese company primarily engaged in the retail sector. It operates a chain of supermarkets and stores offering a wide range of products, including groceries, household goods, and daily essentials. The company focuses on providing high-quality products at competitive prices, catering to the needs of local communities across Japan.

How the Company Makes Money

Fuji Co., Ltd. generates revenue primarily through its retail operations, which include the sale of groceries, household goods, and other consumer products through its extensive network of supermarkets and stores. The company makes money by purchasing goods from suppliers and selling them at a markup to consumers. Additionally, Fuji Co., Ltd. may engage in strategic partnerships with suppliers and other businesses to enhance its product offerings and optimize its supply chain, contributing to its earnings. The company's revenue streams are mainly driven by consumer spending in its retail outlets, supported by marketing and promotional activities to attract and retain customers.

Fuji Co., Ltd. Financial Statement Overview

Summary

Fuji Co., Ltd. displays stable growth and a solid financial foundation. However, the decline in net profit margin and negative free cash flow are areas of concern that could affect future profitability.

Income Statement

Fuji Co., Ltd. has shown consistent revenue growth over the years, with a notable increase from 2024 to 2025. The gross profit margin has remained stable, indicating effective cost management. However, the net profit margin has decreased due to a significant drop in net income in 2025. EBIT and EBITDA margins are healthy but have shown a slight decline, suggesting potential areas for operational improvement.

Balance Sheet

The company's balance sheet reflects strong equity with an increasing equity ratio over time. The debt-to-equity ratio is manageable, indicating prudent use of leverage. Return on equity has decreased slightly, influenced by a reduction in net income, but the company's overall financial structure remains stable.

Cash Flow

Operating cash flow remains strong, but free cash flow saw a negative turn in 2025 due to high capital expenditures. The cash flow to net income ratios indicate a disconnect between cash generation and reported earnings, which could be a concern if it persists.

Breakdown	Mar 2025	Mar 2024	Mar 2023	Mar 2022	Mar 2021
Income Statement
Total Revenue	808.93B	801.02B	784.97B	320.87B	315.38B
Gross Profit	232.55B	237.06B	231.22B	90.15B	88.18B
EBITDA	24.89B	29.94B	31.41B	13.61B	13.64B
Net Income	3.82B	7.44B	9.03B	3.94B	4.18B
Balance Sheet
Total Assets	411.81B	427.70B	431.32B	174.97B	181.07B
Cash, Cash Equivalents and Short-Term Investments	26.29B	37.18B	31.80B	12.50B	13.06B
Total Debt	69.83B	81.05B	88.67B	29.39B	30.19B
Total Liabilities	193.77B	211.61B	221.93B	79.64B	87.15B
Stockholders Equity	217.76B	215.84B	209.14B	95.10B	93.69B
Cash Flow
Free Cash Flow	-41.00M	14.69B	3.08B	1.86B	6.80B
Operating Cash Flow	16.75B	30.61B	24.16B	8.63B	12.60B
Investing Cash Flow	-15.98B	-14.61B	-14.52B	-6.48B	-8.28B
Financing Cash Flow	-11.66B	-10.62B	-5.41B	-2.71B	-1.84B

Fuji Co., Ltd. Technical Analysis

• Technical Analysis Sentiment: Neutral
• Last Price: 2004.00
• 50DMA: Negative
• 100DMA: Negative
• 200DMA: Negative
• MACD: Negative
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8278, the sentiment is Neutral. The current price of 2004 is above the 20-day moving average (MA) of 1994.45, below the 50-day MA of 2018.52, and below the 200-day MA of 2060.70, indicating a neutral trend. The MACD of -1.41 indicates Negative momentum. The RSI at 49.86 is Neutral, neither overbought nor oversold. The STOCH value of 48.48 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:8278.

Fuji Co., Ltd. Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
2659	79 Outperform	$189.26B	16.02	7.98%	4.49%	3.89%	4.86%
9956	75 Outperform	¥141.29B	10.21		3.99%	5.77%	15.54%
Sector *	67 Neutral	¥252.20B	13.26	6.45%	4.02%	5.22%	-11.89%
7512	65 Neutral	¥124.04B	38.17		3.59%	7.54%	-47.00%
8273	65 Neutral	¥221.01B	18.35		2.91%	18.53%	-36.19%
3222	62 Neutral	¥184.65B	181.67		2.55%	23.04%	―
8278	58 Neutral	¥173.72B	35.70		1.50%	1.54%	-15.67%

Fuji Co., Ltd. Corporate Events

Fuji Co., Ltd. Reports Strong Q1 Financial Performance with Significant Profit Growth

Fuji Co., Ltd. reported a significant improvement in its financial performance for the three months ended May 31, 2025, with a notable increase in profit attributable to owners of the parent by 977.1% compared to the previous year. The company’s operating revenues grew by 2.7%, and it maintained a stable capital adequacy ratio, indicating a strong financial position. The forecast for the fiscal year ending February 28, 2026, suggests continued growth, with expected increases in operating profit and ordinary profit, reflecting the company’s robust operational strategies and market positioning.

Fuji Co., Ltd. Announces Store Closures and Extraordinary Losses

Fuji Co., Ltd. has announced that it will record extraordinary losses due to the closure of some of its stores, with a provision for loss amounting to 1,753 million yen in the first quarter of the fiscal year ending February 28, 2026. Despite these losses, the company has decided not to revise its consolidated financial results forecasts for the fiscal year.

Fuji Co., Ltd. Announces Merger with Subsidiary Sunny Tsubaki

Fuji Co., Ltd. has announced an absorption-type merger with its wholly owned subsidiary, Sunny Tsubaki Co., Ltd., effective September 1, 2025. The merger, which involves waiving claims against Sunny Tsubaki, aims to enhance Fuji’s corporate value through organizational integration and operational efficiencies, as Sunny Tsubaki’s potential for business expansion is limited.

Fuji Co., Ltd. Details Relationship with Parent Company AEON

Fuji Co., Ltd. announced its relationship with its parent company, AEON Co., Ltd., highlighting the strategic alignment and operational independence within the group. The announcement emphasizes the company’s commitment to protecting minority shareholders by ensuring fair transactions with AEON and maintaining independent oversight through a special committee.

Fuji Co., Ltd. Corrects Financial Results for FY 2025

Fuji Co., Ltd. announced corrections to its consolidated financial results for the fiscal year ended February 28, 2025, due to errors in the Consolidated Statement of Comprehensive Income and the Consolidated Statement of Cash Flows. These corrections impact the reported cash flows from investing and financing activities, highlighting the company’s commitment to transparency and accuracy in financial reporting.

Fuji Co., Ltd. Evaluates and Enhances Board Effectiveness

Fuji Co., Ltd. has conducted an evaluation of its Board of Directors’ effectiveness for fiscal year 2024, confirming the Board’s overall appropriateness and identifying areas for improvement. The evaluation highlighted the need for ongoing monitoring of medium-term strategies, enhancing impact assessments of investment projects, and defining necessary knowledge for directors. Future initiatives include optimizing discussion materials, incorporating strategic perspectives in discussions, and providing structured opportunities for knowledge acquisition.