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Komehyo Holdings Co., Ltd.
(2780)
Select Model
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Rating:64Neutral
Price Target:
¥5,532.00
▲(93.22% Upside)
Action:Reiterated
Date:08/17/26
The score is held back primarily by financial quality concerns—multi-year negative operating/free cash flow (2024–2026), margin compression, and rising leverage. These risks are partly offset by supportive valuation (low P/E and a moderate dividend yield) and generally constructive but neutral-to-moderate technical conditions.
Positive Factors
Strong Revenue Growth
Sustained top-line expansion indicates stronger market reach and demand for the company’s reused luxury offering. Continued growth can support operating scale, supplier access and customer acquisition over the next several quarters.
Negative Factors
Persistent Negative Cash Flow
Multi-year cash outflows despite accounting profits indicate working-capital drag or substantial reinvestment needs. If this persists, the company may need additional funding, limiting flexibility and weakening the quality of reported earnings.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong Revenue Growth
Sustained top-line expansion indicates stronger market reach and demand for the company’s reused luxury offering. Continued growth can support operating scale, supplier access and customer acquisition over the next several quarters.
Read all positive factors
Komehyo Holdings Co., Ltd. (2780) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥52.97B
Dividend Yield2.21%
Average Volume (3M)116.66K
Price to Earnings (P/E)7.3
Beta (1Y)0.80
Revenue Growth40.67%
EPS Growth93.57%
CountryJP
Employees2,095
SectorReal Estate
Sector Strength53
IndustrySpecialty Retail
Share Statistics
EPS (TTM)656.82
Shares Outstanding11,257,000
10 Day Avg. Volume119,070
30 Day Avg. Volume116,660
Financial Highlights & Ratios
PEG Ratio0.58
Price to Book (P/B)1.25
Price to Sales (P/S)0.21
P/FCF Ratio-9.33
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)600.35
Revenue Forecast (FY)¥268.93B
Komehyo Holdings Co., Ltd. Business Overview & Revenue Model
Company Description
Komehyo Holdings Co.,Ltd. manages retail outlets throughout Japan, specializing in the acquisition and resale of both brand-new and pre-owned merchandise. Their broad product range includes items such as jewelry, precious metals, timepieces, handb...
How the Company Makes Money
Komehyo Holdings primarily makes money through the spread between (1) the price it pays to procure pre-owned luxury items and (2) the price it realizes when reselling those items after authentication, grading, and any necessary refurbishment. Its ...
Komehyo Holdings Co., Ltd. Financial Statement Overview
Summary
Income Statement
74
Positive
Balance Sheet
55
Neutral
Cash Flow
28
Negative
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 241.41B | 221.71B | 158.99B | 119.46B | 86.11B | 71.15B |
| Gross Profit | 51.69B | 47.15B | 35.25B | 29.59B | 22.54B | 18.42B |
| EBITDA | 15.54B | 12.57B | 9.28B | 9.03B | 6.66B | 4.40B |
| Net Income | 7.22B | 5.49B | 4.78B | 5.03B | 3.71B | 2.26B |
Balance Sheet | ||||||
| Total Assets | 116.13B | 109.18B | 88.63B | 64.04B | 46.75B | 39.67B |
| Cash, Cash Equivalents and Short-Term Investments | 20.22B | 19.79B | 15.54B | 18.09B | 12.28B | 10.74B |
| Total Debt | 65.18B | 59.93B | 47.40B | 27.73B | 16.50B | 13.52B |
| Total Liabilities | 76.67B | 71.35B | 55.43B | 35.27B | 22.51B | 18.97B |
| Stockholders Equity | 39.00B | 37.35B | 32.77B | 28.41B | 23.93B | 20.44B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | -5.00B | -7.86B | -3.27B | -105.68M | 506.18M |
| Operating Cash Flow | 0.00 | -1.05B | -5.18B | -548.05M | 1.54B | 1.13B |
| Investing Cash Flow | 0.00 | -4.55B | -6.71B | -3.22B | -1.95B | -529.30M |
| Financing Cash Flow | 0.00 | 9.87B | 11.91B | 9.43B | 1.85B | -1.90B |
Komehyo Holdings Co., Ltd. Technical Analysis
Negative
2863.00
Price Trends
5144.90
Negative
5212.15
Negative
4389.30
Positive
Market Momentum
-42.74
Positive
39.72
Neutral
28.13
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:2780, the sentiment is Negative. The current price of 2863 is below the 20-day moving average (MA) of 5214.25, below the 50-day MA of 5144.90, and below the 200-day MA of 4389.30, indicating a neutral trend. The MACD of -42.74 indicates Positive momentum. The RSI at 39.72 is Neutral, neither overbought nor oversold. The STOCH value of 28.13 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:2780.
Komehyo Holdings Co., Ltd. Peers Comparison
UnderperformOutperform
Sector (65)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
69 Neutral | ¥28.63B | 5.90 | ― | 3.99% | 38.30% | 3.59% | |
66 Neutral | ¥31.24B | 8.60 | ― | 6.11% | -24.53% | -35.78% | |
65 Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% | |
64 Neutral | ¥52.97B | 7.31 | ― | 3.69% | 40.67% | 93.57% | |
62 Neutral | ¥31.40B | 7.69 | 5.79% | 5.17% | 11.20% | 52.08% | |
60 Neutral | ¥63.72B | 13.71 | ― | 8.46% | -4.35% | -40.42% | |
55 Neutral | ¥27.21B | 6.36 | ― | 4.20% | 4.73% | -13.31% |
* Real Estate Sector Average
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Komehyo Holdings Co., Ltd. Corporate Events
Komehyo Highlights “Relay Reuse” Vision in Q1 FY2027 Earnings Briefing
Aug 13, 2026
Komehyo Holdings outlined its mission and vision alongside its first-quarter earnings results briefing for the fiscal year ending March 31, 2027, emphasizing its role in advancing a circular economy. Rather than simply selling products, the group ...
Komehyo Holdings Posts Profit Surge and Confirms Higher Dividend Outlook
Aug 13, 2026
Komehyo Holdings reported strong results for the quarter ended June 30, 2026, with net sales climbing 42.7% year on year to ¥65.8 billion and operating profit surging nearly fourfold to ¥3.5 billion. Profit attributable to owners of the ...
Komehyo’s Brand and Fashion Sales Surge in Q1 on Strong Retail and Purchases
Jul 21, 2026
Komehyo Holdings’ brand and fashion business recorded net sales of ¥21,255 million in June, bringing first-quarter sales to ¥64,210 million, up 43.6% year on year, with retail accounting for about 45% and a notable contribution fro...
Komehyo’s Brand and Fashion Business Posts Strong May Sales and Purchases
Jun 22, 2026
Komehyo Holdings reported strong May results in its brand and fashion business, with net sales reaching ¥21.545 billion and year-on-year growth of about 150%. The retail ratio remained around 46%, and domestic tax-free sales stayed near 17%, ...
Komehyo Hits Record Purchasing and Strong Sales in April on Luxury Resale Demand
May 20, 2026
Komehyo Holdings reported that in April 2026 its brand and fashion business generated net sales of ¥21,409 million, up 51.5% year on year, with retail accounting for 45.3% of sales and domestic tax-free sales at 17.9%. Individual purchase vol...
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.