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Komehyo Holdings Co., Ltd. (2780) AI Stock Analysis
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Komehyo Holdings Co., Ltd.
(TSE/TYO:2780)
The score is held back primarily by weakening earnings quality (negative operating/free cash flow for multiple years) alongside rising leverage and margin compression. Technicals also point to a clear downtrend. These risks are partly offset by a low P/E and a reasonable dividend yield, which make valuation a notable support.
Komehyo Holdings Co., Ltd. (2780) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 41.59B
- Dividend Yield
- 2.83%
- Average Volume (3M)
- 114.57K
- Price to Earnings (P/E)
- 5.8
- Beta (1Y)
- 0.77
- Revenue Growth
- 40.67%
- EPS Growth
- 93.57%
- Country
- Japan
- Employees
- 2,095
- Sector
- Real Estate
- Sector Strength
- 65
- Industry
- Specialty Retail
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, handbags...
How the Company Makes Money
Komehyo Holdings primarily earns revenue by operating a resale business model centered on the purchase and sale of pre-owned luxury products. (1) Retail resale: The company sells authenticated secondhand luxury items to consumers through its store ne...
Komehyo Holdings Co., Ltd. Financial Statement Overview
Summary
Strong revenue growth and sustained profitability since 2022 are positives, but margins have compressed meaningfully through 2026. The biggest concern is cash quality: operating and free cash flow were negative from 2024–2026 despite profits, and leverage rose (debt-to-equity ~1.6 in 2026), increasing sensitivity to any earnings or working-capital volatility.
Income Statement
74PositiveBalance Sheet
55NeutralCash Flow
28Negative| 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 | -5.00B | -7.86B | -3.27B | -105.68M | 506.18M |
| Operating Cash Flow | 0 | -1.05B | -5.18B | -548.05M | 1.54B | 1.13B |
| Investing Cash Flow | 0 | -4.55B | -6.71B | -3.22B | -1.95B | -529.30M |
| Financing Cash Flow | 0 | 9.87B | 11.91B | 9.43B | 1.85B | -1.90B |
Komehyo Holdings Co., Ltd. Technical Analysis
Price Trends
Market Momentum
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 3785.00 is below the 20-day moving average (MA) of 4182.25, below the 50-day MA of 4524.28, and below the 200-day MA of 4629.55, indicating a bearish trend. The MACD of -237.46 indicates Positive momentum. The RSI at 29.43 is Positive, neither overbought nor oversold. The STOCH value of 10.04 is Positive, 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
Overall Rating
JP:348664Neutral
JP:888162Neutral
JP:345260Neutral
JP:298659Neutral- JP:278057Neutral
JP:886055Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 65Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% |
| JP:3486 | 64Neutral | JPY 30.31B | 8.28 | ― | 4.26% | -24.53% | -35.78% |
| JP:8881 | 62Neutral | JPY 29.35B | 7.21 | 5.79% | 5.57% | 11.20% | 52.08% |
| JP:3452 | 60Neutral | JPY 27.07B | 5.54 | ― | 5.26% | 38.30% | 3.59% |
| JP:2986 | 59Neutral | JPY 60.92B | 12.90 | ― | 8.74% | -4.35% | -40.42% |
| JP:2780 | 57Neutral | JPY 41.47B | 5.76 | ― | 2.83% | 40.67% | 93.57% |
| JP:8860 | 55Neutral | JPY 24.00B | 5.61 | ― | 4.80% | 1.02% | -29.79% |
* Real Estate Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:2780 | Komehyo Holdings Co., Ltd. | 3785.00 | 855.35 | 29.20% | |
| JP:8881 | Nisshin Group Holdings Co., Ltd. | 628.00 | 54.17 | 9.44% | |
| JP:2986 | LA Holdings Co.,Ltd | 2662.00 | 258.24 | 10.74% | |
| JP:3452 | B-Lot Co. Ltd. | 1388.00 | -235.18 | -14.49% | |
| JP:3486 | GLOBAL LINK MANAGEMENT INC. | 1889.00 | -641.96 | -25.36% | |
| JP:8860 | Fuji Corporation Limited | 667.00 | -120.04 | -15.25% |
Komehyo Holdings Co., Ltd. Corporate Events
Komehyo lifts brand and fashion sales despite luxury market headwinds
Komehyo Holdings reported that net sales in its brand and fashion business reached ¥20.25 billion in September, bringing second-quarter cumulative sales to ¥124.48 billion, up 33.9% year on year, with retail accounting for around 45% and do...
Komehyo’s Brand and Fashion Segment Beats August Targets Amid Mixed Luxury Market
Komehyo Holdings reported strong August results in its brand and fashion business, with net sales and individual purchase amounts both exceeding internal plans amid year-on-year growth. Retail sales and profits continued to meet targets, supported by...
Komehyo’s Brand and Fashion Business Posts Strong July Sales Despite Sluggish Luxury Market
Komehyo Holdings reported July net sales of 20,218 million yen in its brand and fashion business, up 25.4% year on year, while individual purchase amounts rose 47.0%, supported by new store openings and marketing initiatives. Retail sales and profits...
Komehyo Highlights “Relay Reuse” Vision in Q1 FY2027 Earnings Briefing
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 pos...
Komehyo Holdings Posts Profit Surge and Confirms Higher Dividend Outlook
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 par...
Komehyo’s Brand and Fashion Sales Surge in Q1 on Strong Retail and Purchases
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 from d...
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.
Date of analysis: Oct 21, 2026