Yakuodo Holdings Co., Ltd. (7679) AI Stock Analysis

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Yakuodo Holdings Co., Ltd.

(TSE/TYO:7679)

Select Model

Rating:57Neutral

Price Target:JPY 1,500.00▼(-0.33% Downside)

Action:reiterated

Date:11/07/26

The score is primarily constrained by weakening cash-flow quality (including negative free cash flow in 2026) and higher balance-sheet risk from the latest debt increase, alongside a clearly bearish technical trend (price below major moving averages). These are partly offset by an attractive low P/E valuation and steady top-line growth with stable (but thin) profitability.

Positive Factors

Consistent Revenue GrowthA multi-year record of revenue growth indicates continued customer demand across the drugstore network and supports the durability of the local retail model. Although growth moderated in 2026, sustained expansion provides a foundation for maintaining scale and funding ongoing operations.

Negative Factors

Sharp Debt IncreaseThe latest debt step-up increases financial risk relative to the company’s earlier moderate-leverage profile. Higher obligations can reduce flexibility during weaker trading periods and may constrain the funds available for store investment, expansion, or other strategic priorities.

Yakuodo Holdings Co., Ltd. (7679) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 29.82B
Dividend Yield: 1.93%
Average Volume (3M): 71.88K
Price to Earnings (P/E): 7.9
Beta (1Y): 0.38
Revenue Growth: 8.08%
EPS Growth: -15.52%
Country: Japan
Employees: 1,094
Sector: General
Sector Strength: 55
Industry: Medical - Pharmaceuticals

Yakuodo Holdings Co., Ltd. Business Overview & Revenue Model

Company Description

YAKUODO HOLDINGS Co., Ltd., through its subsidiaries, engages in drugstore business in Japan. It retails health products, including energy drinks, cold medicine, disposable diapers for nursing care, and sanitary products; beauty products comprising s...

Yakuodo Holdings Co., Ltd. Financial Statement Overview

Summary

Income statement trends are solid (consistent revenue growth and stable profitability), but overall financial quality is held back by balance-sheet and cash-flow concerns: a sharp rise in debt in 2026 and volatile, recently deteriorating free cash flow (negative in 2026) reduce financial flexibility.

Income Statement

74Positive

Balance Sheet

62Positive

Cash Flow

44Neutral

Financial statement breakdown
Breakdown	TTM	Feb 2025	Feb 2024	Feb 2023	Feb 2022	Feb 2021
Income Statement
Total Revenue	170.75B	163.81B	151.96B	142.24B	128.79B	110.53B
Gross Profit	33.02B	31.71B	29.66B	27.86B	25.45B	23.27B
EBITDA	9.04B	8.97B	8.71B	8.16B	7.56B	7.36B
Net Income	3.73B	4.03B	4.28B	3.83B	3.24B	3.29B
Balance Sheet
Total Assets	118.97B	103.17B	80.26B	71.07B	68.01B	60.90B
Cash, Cash Equivalents and Short-Term Investments	18.80B	10.01B	7.17B	4.95B	5.28B	9.14B
Total Debt	37.87B	34.60B	18.19B	13.60B	15.75B	16.30B
Total Liabilities	77.07B	62.94B	43.19B	37.75B	38.06B	35.87B
Stockholders Equity	41.90B	40.23B	37.06B	33.31B	29.94B	25.02B
Cash Flow
Free Cash Flow	0	-8.28B	569.00M	3.58B	2.76B	955.00M
Operating Cash Flow	0	3.29B	4.49B	5.63B	6.41B	5.21B
Investing Cash Flow	0	-12.84B	-4.57B	-2.27B	-4.11B	-4.98B
Financing Cash Flow	0	12.40B	2.30B	-3.69B	-1.27B	6.95B

Yakuodo Holdings Co., Ltd. Technical Analysis

Technical Analysis SentimentNeutral

Last Price1505.00

Price Trends

50DMA1572.02Negative

100DMA1637.30Negative

200DMA1763.98Negative

Market Momentum

MACD-24.59Negative

RSI47.04Neutral

STOCH54.24Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:7679, the sentiment is Neutral. The current price of 1505.00 is above the 20-day moving average (MA) of 1500.05, below the 50-day MA of 1572.02, and below the 200-day MA of 1763.98, indicating a neutral trend. The MACD of -24.59 indicates Negative momentum. The RSI at 47.04 is Neutral, neither overbought nor oversold. The STOCH value of 54.24 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:7679.

Yakuodo Holdings Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (55)

Financial Indicators

JP:7679 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:3391	81Outperform	JPY 1.13T	19.41	7.13%	1.91%	―	―
JP:7649	69Neutral	JPY 528.15B	16.79	9.94%	1.30%	8.97%	-29.54%
JP:9989	69Neutral	JPY 452.96B	14.37	11.15%	3.43%	4.32%	0.18%
JP:3549	62Neutral	JPY 486.01B	25.22	―	0.29%	12.54%	15.87%
JP:3349	60Neutral	JPY 502.83B	15.48	―	1.31%	8.99%	3.61%
JP:7679	57Neutral	JPY 29.59B	7.93	―	1.93%	8.08%	-15.52%
Sector *	55Neutral	$6.65B	3.83	-15.92%	6.20%	10.91%	7.18%

* General Sector Average

Performance Comparison

JP:7679 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:7679	Yakuodo Holdings Co., Ltd.	1505.00	-618.89	-29.14%
JP:9989	Sundrug Co	3848.00	-263.45	-6.41%
JP:7649	Sugi Holdings Co	1345.00	-419.08	-23.76%
JP:3391	TSURUHA Holdings	2455.50	-241.32	-8.95%
JP:3349	COSMOS Pharmaceutical Corporation	6236.00	-1078.62	-14.75%
JP:3549	KUSURI NO AOKI HOLDINGS CO.,LTD.	5084.00	1137.96	28.84%

Yakuodo Holdings Co., Ltd. Corporate Events

Yakuodo October Sales Rise 6.8% as Store Network Expands

Nov 5, 2026

Yakuodo Holdings reported October 2026 sales growth across its store network, with total sales rising 6.8% year on year, customer numbers increasing 5.5% and average spending climbing 1.2%. Existing-store sales grew 1.1%, supported by a 1.6% increase...

Yakuodo grows sales but sees profit slide and leverage rise in first half

Oct 5, 2026

Yakuodo Holdings reported consolidated net sales of ¥89.76 billion for the six months ended August 31, 2026, an 8.4% year-on-year increase, but operating profit fell 5.3% to ¥3.29 billion and profit attributable to owners declined 11.8% to ¥2.23 bill...

Yakuodo’s September Sales Stay Strong as Drugstore Chain Expands to 469 Stores

Oct 5, 2026

Yakuodo Holdings Co., Ltd. reported solid sales momentum for September 2026, with all-store net sales up 8.5% year on year and existing-store sales rising 3.1%. Growth was driven by both higher customer numbers and increased average spending, extendi...

Yakuodo’s August Flash Report Shows Solid Sales and Ongoing Regional Expansion

Sep 4, 2026

Yakuodo Holdings reported that all-store net sales for March through August of the fiscal year ending February 28, 2027 rose between 2.9% and 12.5% year on year, supported by growth in both customer numbers and average spending. Existing stores also...

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.

Date of analysis: Nov 07, 2026

Yakuodo Holdings Co., Ltd. AI Stock Analysis