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ARCLANDS CORPORATION
(9842)
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Rating:60Neutral
Price Target:
¥2,001.00
▲(5.37% Upside)
Action:Reiterated
Date:08/04/26
The score is held back primarily by financial performance, as margin compression and uneven free cash flow (including a sharp FY2026 step-down) outweigh the benefits of improved leverage and recently better revenue. Technicals add modest support with price above key moving averages and a positive MACD, while valuation is fairly reasonable given the ~14.8 P/E and ~2.1% yield.
Positive Factors
Focused home-improvement retail model
A focused retail model in home improvement and everyday goods provides durable, diversified demand (renovation cycles, DIY, household needs). Multiple product categories and store formats support steady foot traffic and basket-size resilience across cycles, aiding long-term revenue stability.
Negative Factors
Net margin compression
A roughly halved net margin over several years signals weakening profitability and reduced pricing power or rising costs. Persistent margin compression limits retained earnings, weakens return metrics and constrains ability to fund growth or absorb cost shocks over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Focused home-improvement retail model
A focused retail model in home improvement and everyday goods provides durable, diversified demand (renovation cycles, DIY, household needs). Multiple product categories and store formats support steady foot traffic and basket-size resilience across cycles, aiding long-term revenue stability.
Read all positive factors
ARCLANDS CORPORATION (9842) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥117.98B
Dividend Yield2.09%
Average Volume (3M)177.92K
Price to Earnings (P/E)14.8
Beta (1Y)0.38
Revenue Growth7.92%
EPS Growth-20.32%
CountryJP
Employees4,678
SectorGeneral
Sector StrengthN/A
IndustryHome Improvement
Share Statistics
EPS (TTM)129.39
Shares Outstanding64,733,376
10 Day Avg. Volume181,960
30 Day Avg. Volume177,916
Financial Highlights & Ratios
PEG Ratio-0.74
Price to Book (P/B)0.96
Price to Sales (P/S)0.34
P/FCF Ratio41.09
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)202.15
Revenue Forecast (FY)¥344.00B
ARCLANDS CORPORATION Business Overview & Revenue Model
Company Description
Arclands Corporation engages in the retail business in Japan. The company operates home centers under the HOME CENTER MUSASHI and VIVA HOME name; pro shop under the MUSASHI PRO and VIVA HOME PRO name; supermarket under the MUSASHI Food Hall name; ...
How the Company Makes Money
ARCLANDS CORPORATION primarily makes money by selling merchandise through its retail store network. Key revenue streams come from (1) in-store retail sales of home improvement and DIY-related goods (e.g., building and renovation materials, tools, ...
ARCLANDS CORPORATION Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
55
Neutral
Cash Flow
49
Neutral
| Breakdown | Feb 2026 | Feb 2025 | Feb 2024 | Feb 2023 | Feb 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 357.17B | 330.96B | 324.92B | 327.20B | 371.12B |
| Gross Profit | 146.00B | 133.67B | 129.72B | 131.43B | 144.44B |
| EBITDA | 28.35B | 29.90B | 29.04B | 30.50B | 42.85B |
| Net Income | 8.09B | 10.13B | 9.13B | 9.66B | 16.39B |
Balance Sheet | |||||
| Total Assets | 346.21B | 334.64B | 350.72B | 361.93B | 371.77B |
| Cash, Cash Equivalents and Short-Term Investments | 20.40B | 18.05B | 18.32B | 23.83B | 30.36B |
| Total Debt | 116.85B | 121.61B | 154.36B | 161.78B | 173.30B |
| Total Liabilities | 217.85B | 213.17B | 233.91B | 245.35B | 264.36B |
| Stockholders Equity | 127.70B | 120.86B | 116.28B | 105.10B | 96.81B |
Cash Flow | |||||
| Free Cash Flow | 2.98B | 14.98B | 2.17B | 1.96B | -11.38B |
| Operating Cash Flow | 23.23B | 31.01B | 16.79B | 20.50B | 27.96B |
| Investing Cash Flow | -7.21B | 5.09B | -6.95B | -13.12B | -19.55B |
| Financing Cash Flow | -13.67B | -36.39B | -15.37B | -13.96B | -3.68B |
ARCLANDS CORPORATION Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
68 Neutral | ¥946.30B | 28.72 | 29.05% | 1.82% | 17.54% | 22.51% | |
63 Neutral | ¥292.72B | 13.29 | 12.70% | 2.50% | 6.75% | 19.91% | |
63 Neutral | ¥1.61T | 19.71 | 9.34% | 1.26% | ― | ― | |
63 Neutral | ¥282.33B | 15.94 | ― | 2.72% | 5.27% | 79.66% | |
60 Neutral | ¥117.98B | 14.78 | ― | 2.11% | 7.92% | -20.32% | |
58 Neutral | ¥563.76B | 27.89 | 2.32% | 2.31% | 6.56% | -37.24% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
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ARCLANDS CORPORATION Corporate Events
Arclands Sees Retail Growth but Softer Katsuya Sales in Latest Monthly Update
Aug 3, 2026
Arclands reported that in July 2026 its retail segment maintained broadly stable momentum, with existing-store sales for the fiscal year to date up 3.1% and all-store sales up 7.7%, driven by higher average customer spending despite softer custome...
Arclands Updates June Sales: Retail H1 Growth, Katsuya Traffic Softens
Jul 6, 2026
Arclands Corporation reported updated year-on-year sales figures for June 2026, showing a mixed performance in its retail segment. Existing retail stores recorded a 94.5% year-on-year decline in net sales for June, driven by a drop in customer num...
ARCLANDS Delays Earnings as External Probe Targets Subsidiary Accounting
Jul 3, 2026
ARCLANDS CORPORATION has launched a special investigation after finding anomalous figures while preparing first-quarter consolidated financial statements for the fiscal year ending February 2027. An internal review raised suspicions of improper ac...
Joyful Honda and Arclands Delay Timetable for Joint Holding Company
Jul 3, 2026
JOYFUL HONDA CO., LTD. and ARCLANDS CORPORATION are Japanese retailers listed on the Tokyo Stock Exchange Prime Market, focused on home improvement, lifestyle goods, and related services. Their planned integration through a new joint holding compa...
Arclands Retail Sales Surge While Katsuya Chain Faces Softer Traffic
Jun 3, 2026
Arclands reported strong year-on-year growth in its retail operations for the fiscal year ending February 2027, with existing-store net sales for March to May rising 7.3% and all-store sales up 14.0%, supported by a 2.0% increase in customer numbe...
Arclands corrects March retail figures and updates sales trends across retail and food service units
May 7, 2026
Arclands Corporation disclosed corrections to previously reported March 2026 same-store performance figures for its retail segment, modestly revising upward net sales growth and customer traffic while slightly lowering average spend per customer. ...
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.