Fuji Co., Ltd. (JP:8278)
:8278
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Fuji Co., Ltd.
(8278)
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Rating:57Neutral
Price Target:
¥2,323.00
▲(8.81% Upside)
Action:ReiteratedDate:04/09/26
The score is primarily supported by improved balance sheet leverage and a strong rebound in operating and free cash flow, while the biggest offsets are weak/volatile operating performance (including the 2026 revenue drop) and an expensive valuation (P/E ~100). Technicals are constructive but appear overextended, adding near-term risk.
Positive Factors
Improved balance sheet and leverage
Meaningful deleveraging and a strong equity cushion materially reduce financial distress risk and increase strategic optionality. Over the next 2–6 months this improves the firm's ability to fund working capital, absorb shocks, and make selective investments without relying on expensive external financing.
Negative Factors
Significant 2026 revenue decline
An almost-20% revenue drop signals weakening end-market demand or loss of market share, which reduces operating leverage and erodes margin buffers. If persistent, this structural revenue contraction will strain sustainable earnings power and limit reinvestment capacity over ensuing quarters.
Read all positive and negative factors
Positive Factors
Negative Factors
Improved balance sheet and leverage
Meaningful deleveraging and a strong equity cushion materially reduce financial distress risk and increase strategic optionality. Over the next 2–6 months this improves the firm's ability to fund working capital, absorb shocks, and make selective investments without relying on expensive external financing.
Read all positive factors
Fuji Co., Ltd. (8278) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥194.35B
Dividend Yield1.44%
Average Volume (3M)110.44K
Price to Earnings (P/E)8.9
Beta (1Y)0.24
Revenue Growth1.48%
EPS Growth-33.32%
CountryJP
Employees8,353
SectorConsumer Cyclical
Sector Strength84
IndustryDepartment Stores
Share Statistics
EPS (TTM)58.64
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. operates in the general retail business in Japan. The company engages in the retail sale of groceries, clothing, daily goods, etc. It operates 101 stores, including 51 in Ehime prefecture, 8 in Kochi prefecture, 4 in Kagawa prefectu...
How the Company Makes Money
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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 | 815.77B | 814.26B | 808.93B | 801.02B | 784.97B | 320.87B |
| Gross Profit | 238.19B | 232.13B | 232.55B | 220.13B | 213.87B | 83.34B |
| EBITDA | 29.55B | 28.85B | 29.91B | 33.31B | 29.43B | 14.26B |
| Net Income | 3.94B | 8.18B | 3.82B | 7.44B | 9.03B | 3.94B |
Balance Sheet | ||||||
| Total Assets | 435.36B | 415.21B | 411.81B | 427.70B | 431.32B | 174.97B |
| Cash, Cash Equivalents and Short-Term Investments | 38.48B | 43.94B | 26.29B | 37.18B | 31.80B | 12.50B |
| Total Debt | 54.36B | 43.54B | 70.45B | 81.05B | 88.67B | 29.39B |
| Total Liabilities | 215.59B | 187.98B | 193.78B | 211.60B | 221.93B | 79.64B |
| Stockholders Equity | 219.48B | 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
2086.68
Positive
2071.77
Positive
2029.49
Positive
Market Momentum
50.64
Negative
71.11
Negative
86.85
Negative
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 2092.70, above the 50-day MA of 2086.68, and above the 200-day MA of 2029.49, indicating a bullish trend. The MACD of 50.64 indicates Negative momentum. The RSI at 71.11 is Negative, neither overbought nor oversold. The STOCH value of 86.85 is Negative, 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 (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | ¥209.44B | 7.25 | ― | 2.18% | 6.30% | 27.88% | |
73 Outperform | ¥213.16B | 18.46 | 7.56% | 2.70% | 2.28% | 3.61% | |
63 Neutral | ¥229.20B | 17.32 | ― | 3.01% | 18.89% | -34.43% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
58 Neutral | ¥191.78B | -33.75 | ― | 1.77% | 30.67% | ― | |
57 Neutral | ¥194.35B | 8.93 | ― | 1.44% | 1.48% | -33.32% | |
49 Neutral | ¥4.89T | 82.87 | 2.27% | 0.52% | 4.92% | 1.25% |
* Consumer Cyclical Sector Average
JP:8278
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Fuji Co., Ltd. Corporate Events
Fuji Co. Overhauls Board, Taps Retail Veteran Tsuji as Representative Director
Apr 7, 2026
Fuji Co., Ltd. announced a major leadership reshuffle, appointing advisor Masanobu Tsuji as Representative Director and Vice President while current chairman Hideo Ozaki steps down from the board, as part of efforts to reinforce its management str...
Fuji Beats Profit Forecast on Extraordinary Gains Despite In-Line Core Results
Apr 7, 2026
Fuji Co., Ltd., a TSE Prime Market-listed retailer under the Aeon Group, reported full-year consolidated results for the fiscal year ended February 28, 2026 that were broadly in line with its January forecast on operating revenue, operating profit...
Fuji Co. Takes ¥11.9 Billion Impairment Hit on Underperforming Stores
Apr 7, 2026
Fuji Co., Ltd. has booked extraordinary impairment losses on a wide range of underperforming store-related assets, following a review of business performance and future cash flows at individual locations. Applying Japan’s accounting standard...
Fuji Co. Posts Higher Revenue but Relies on One-Off Gains to Lift Profit
Apr 7, 2026
Fuji Co., Ltd. reported consolidated operating revenue of ¥814.26 billion and net sales of ¥784.26 billion for the fiscal year ending February 28, 2026, representing modest year-on-year growth of around 1%. Gross profit and operating gro...
Fuji Co. Lifts Earnings and Cash Flow While Guiding for Profit Rebound in FY2027
Apr 7, 2026
Fuji Co., Ltd. reported modest growth in operating revenue to ¥814.3 billion for the fiscal year ended February 28, 2026, while operating and ordinary profit declined year on year, reflecting margin pressure despite steady sales. Profit attri...
Fuji Co. Lifts Earnings and Cash Flow Despite Profit Margin Squeeze
Apr 7, 2026
Fuji Co. reported a slight 0.7% increase in operating revenue to ¥814.3 billion for the fiscal year ended February 28, 2026, while operating and ordinary profit declined double digits, reflecting margin pressure. Nonetheless, profit attributa...
Fuji Co., Ltd. Reshuffles Board as Executives Move to Daiei and AEON
Feb 19, 2026
Fuji Co., Ltd. announced changes to its leadership structure effective March 1, with Representative Director and Vice President Kenichi Hirao moving to a director role. Hirao is slated to become an advisor to Daiei, Inc., indicating continued ties...
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.