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Alfresa Holdings (2784) Stock Price & Analysis

2784 Stock Chart & Stats

¥2,469.00¥29.00(1.19%)
At close: 3:30 PM GMT+9
JPY 2,200JPY 2,300JPY 2,4003 Aug17 Aug31 Aug14 Sep28 Sep13 Oct26 Oct
Day’s Range
JPY 2,422.00 - JPY 2,469.00
52-Week Range
JPY 2,106.50 - JPY 2,685.50
Previous Close
JPY 2,440.00
Volume
617.40K
Average Volume (3M)
385.36K
Market Cap
JPY 471.16B
Enterprise Value
JPY 227.35B
Total Cash (Recent Filing)
JPY 192.07B
Total Debt (Recent Filing)
JPY 30.00B
Price to Earnings (P/E)
11.4
Beta
0.47
Next Earnings
Nov 09, 2026 (Est.)
Dividend Yield
2.79%

Bulls Say, Bears Say

Bulls Say

Steady Revenue Growth

Steady revenue growth, with acceleration into 2026, indicates resilient demand across Alfresa’s distribution activities. Continued top-line expansion supports scale benefits, reinforces customer relevance, and provides a durable base for earnings growth even in a low-margin industry.

Conservative Balance Sheet

Very low leverage gives Alfresa meaningful financial flexibility and reduces solvency pressure during weaker operating periods. A growing equity base can support investment, working-capital needs, and shareholder returns while limiting dependence on external financing.

Scaled Distribution Network

A nationwide distribution network and high delivery frequency are important structural assets in pharmaceutical wholesaling. Scale can strengthen customer coverage, support efficient order fulfillment, and deepen the company’s role in the healthcare supply chain over time.

Bears Say

Thin Profit Margins

Thin gross and net margins leave limited room to absorb cost increases, pricing pressure, or operational inefficiencies. Because a small change in expenses can materially affect earnings, profitability remains structurally vulnerable despite steady revenue growth.

Inconsistent Cash Conversion

Volatile operating and free cash flow indicates that reported earnings do not consistently convert into cash. Working-capital swings or uneven investment timing can constrain internally funded growth, weaken capital allocation flexibility, and make financial performance less predictable.

Weakening Operating Efficiency

The decline in EBITDA margin suggests that operating scale has not translated into stronger profitability. Persistently modest returns in this large-asset distribution model could limit earnings resilience and leave future performance sensitive to cost control and pricing discipline.

Alfresa Holdings News

2784 FAQ

What was Alfresa Holdings’s price range in the past 12 months?
Alfresa Holdings lowest stock price was ¥2106.50 and its highest was ¥2685.50 in the past 12 months.
What is Alfresa Holdings’s market cap?
Alfresa Holdings’s market cap is ¥471.16B.
When is Alfresa Holdings’s upcoming earnings report date?
Alfresa Holdings’s next earnings report is estimated for Nov 09, 2026 (not yet confirmed), which is in 8 days.
How were Alfresa Holdings’s earnings last quarter?
Alfresa Holdings released its earnings results on Aug 05, 2026. The company reported ¥13.85 earnings per share for the quarter, missing the consensus estimate of ¥33.89 by -¥20.04.
Is Alfresa Holdings overvalued?
Not enough analysts have published a price target to calculate whether the price is overvalued.
Does Alfresa Holdings pay dividends?
Alfresa Holdings pays a Semiannually dividend of ¥36 which represents an annual dividend yield of 2.79%. See more information on Alfresa Holdings dividends here
What is Alfresa Holdings’s EPS estimate?
Alfresa Holdings’s EPS estimate is 30.48.
How many shares outstanding does Alfresa Holdings have?
Alfresa Holdings has 191,300,000 shares outstanding.
What happened to Alfresa Holdings’s price movement after its last earnings report?
Alfresa Holdings reported an EPS of ¥13.85 in its last earnings report, missing expectations of ¥33.89. Following the earnings report the stock price went down -5.162%.
Which hedge fund is a major shareholder of Alfresa Holdings?
Currently, no hedge funds are holding shares in JP:2784
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology