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Ryohin Keikaku Co
(7453)
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Rating:74Outperform
Price Target:
¥5,380.00
▲(25.20% Upside)
Action:Reiterated
Date:10/16/26
The score is driven primarily by strong financial performance (revenue growth, expanding margins, and improving leverage) and supportive technical momentum (price above key moving averages with positive MACD). These positives are tempered by a demanding valuation (high P/E and low dividend yield), which increases sensitivity to any slowdown or cash-flow volatility.
Positive Factors
Revenue and Margin Expansion
Consistent revenue growth combined with substantial margin expansion indicates that Ryohin Keikaku is scaling while improving operating efficiency. This strengthens earnings power, supports reinvestment in the MUJI retail platform, and provides a more durable foundation for profitability over the next several quarters.
Negative Factors
Cyclical Profitability
Although margins have improved, the earlier weakness demonstrates that profitability is not entirely structural or insulated from operating conditions. Demand changes and cost pressure could therefore interrupt the recent earnings trajectory, making sustained margin performance an important execution requirement.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue and Margin Expansion
Consistent revenue growth combined with substantial margin expansion indicates that Ryohin Keikaku is scaling while improving operating efficiency. This strengthens earnings power, supports reinvestment in the MUJI retail platform, and provides a more durable foundation for profitability over the next several quarters.
Read all positive factors
Ryohin Keikaku Co (7453) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥2.60T
Dividend Yield0.8%
Average Volume (3M)2.90M
Price to Earnings (P/E)34.2
Beta (1Y)0.44
Revenue Growth17.71%
EPS Growth50.10%
CountryJP
Employees13,912
SectorConsumer Cyclical
Sector Strength84
IndustryDepartment Stores
Share Statistics
EPS (TTM)124.01
Shares Outstanding561,560,000
10 Day Avg. Volume4,345,300
30 Day Avg. Volume2,895,773
Financial Highlights & Ratios
PEG Ratio0.60
Price to Book (P/B)5.59
Price to Sales (P/S)2.49
P/FCF Ratio29.58
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)143.92
Revenue Forecast (FY)¥1.01T
Ryohin Keikaku Co Business Overview & Revenue Model
Company Description
Established in Tokyo, Japan, in 1979, Ryohin Keikaku Co., Ltd. is a multifaceted enterprise primarily involved in the design, production, distribution, and sale of a broad spectrum of products, including apparel, household goods, furniture, and fo...
How the Company Makes Money
Ryohin Keikaku primarily makes money by selling MUJI-branded merchandise directly to consumers through multiple channels. Its core revenue stream is retail sales generated at MUJI stores (including domestic Japan and international locations) and t...
Ryohin Keikaku Co Financial Statement Overview
Summary
Income Statement
82
Very Positive
Balance Sheet
78
Positive
Cash Flow
74
Positive
| Breakdown | TTM | Aug 2026 | Aug 2025 | Aug 2024 | Aug 2023 | Aug 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 884.32B | 923.59B | 784.63B | 661.68B | 581.41B | 496.17B |
| Gross Profit | 463.06B | 487.69B | 402.98B | 336.41B | 271.55B | 234.36B |
| EBITDA | 133.25B | 141.91B | 101.03B | 91.11B | 61.50B | 57.84B |
| Net Income | 65.81B | 76.42B | 50.85B | 41.57B | 22.05B | 24.56B |
Balance Sheet | ||||||
| Total Assets | 656.49B | 672.30B | 570.47B | 516.82B | 459.54B | 402.12B |
| Cash, Cash Equivalents and Short-Term Investments | 168.72B | 168.68B | 135.43B | 125.57B | 115.25B | 90.28B |
| Total Debt | 96.07B | 95.81B | 102.13B | 92.07B | 95.66B | 76.45B |
| Total Liabilities | 251.85B | 253.03B | 234.55B | 219.81B | 192.09B | 157.26B |
| Stockholders Equity | 397.11B | 411.01B | 332.09B | 293.30B | 264.23B | 242.22B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 77.67B | 50.04B | 35.90B | 39.96B | 15.32B |
| Operating Cash Flow | 0.00 | 99.40B | 73.36B | 58.50B | 56.53B | 23.35B |
| Investing Cash Flow | 0.00 | -27.42B | -40.89B | -27.17B | -21.84B | -16.58B |
| Financing Cash Flow | 0.00 | -46.48B | -22.16B | -23.89B | -11.49B | -58.75B |
Ryohin Keikaku Co Technical Analysis
Positive
4297.00
Price Trends
4321.38
Positive
4113.68
Positive
3778.51
Positive
Market Momentum
150.78
Negative
64.30
Neutral
73.00
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7453, the sentiment is Positive. The current price of 4297 is below the 20-day moving average (MA) of 4563.30, below the 50-day MA of 4321.38, and above the 200-day MA of 3778.51, indicating a bullish trend. The MACD of 150.78 indicates Negative momentum. The RSI at 64.30 is Neutral, neither overbought nor oversold. The STOCH value of 73.00 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:7453.
Ryohin Keikaku Co Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
74 Outperform | ¥2.60T | 34.23 | 19.69% | 0.80% | 17.71% | 50.10% | |
74 Outperform | ¥1.26T | 15.64 | 13.31% | 3.39% | 0.06% | 43.97% | |
73 Outperform | ¥333.01B | 8.84 | 11.83% | 1.76% | -0.35% | 209.70% | |
71 Outperform | ¥943.12B | 9.26 | 10.94% | 2.04% | 5.27% | 33.74% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
57 Neutral | ¥692.45B | 25.19 | 6.63% | 1.97% | -2.97% | -8.55% | |
54 Neutral | ¥623.52B | -50.76 | -2.91% | 1.84% | 2.19% | -133.68% |
* Consumer Cyclical Sector Average
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Ryohin Keikaku Co Corporate Events
Ryohin Keikaku Lifts Annual Dividend After Record Profits
Oct 14, 2026
Ryohin Keikaku has announced a significant increase in its year-end dividend for the fiscal year ended August 31, 2026, following strong performance in both domestic and overseas businesses that delivered record-high profits. The proposed year-end...
Ryohin Keikaku Grants Restricted Treasury Shares to Directors Under Long-Term Incentive Plan
Oct 7, 2026
Ryohin Keikaku has approved the disposal of 21,100 shares of its treasury stock, worth ¥85,602,700, to four internal directors as part of a restricted stock compensation scheme. The shares will be allotted at ¥4,057 per share on November...
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.