AOYAMA TRADING Co., Ltd. (8219) AI Stock Analysis

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AOYAMA TRADING Co., Ltd.

(TSE/TYO:8219)

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Rating:59Neutral

Price Target:JPY 790.00▲(1.54% Upside)

Action:reiterated

Date:08/17/26

The stock receives a neutral score of 59, balancing a solid balance sheet and positive technical momentum against valuation concerns and operational headwinds. The strong reduction in debt and improved equity position provide a foundation, but declining revenue and cash flow, coupled with a high P/E and potentially unsustainable dividend, limit upside potential.

Positive Factors

Profitability RecoveryThe return to sustained profitability indicates that the core retail model remains viable after the 2021 setback. Stable gross margins around 50–52% provide a durable base for earnings, although recent margin pressure warrants monitoring.

Negative Factors

Revenue ContractionRecent sales contraction suggests the core menswear retail business is facing softer demand or limited category growth. If sustained, lower store productivity and reduced operating leverage could constrain earnings recovery over the next several quarters.

AOYAMA TRADING Co., Ltd. (8219) vs. iShares MSCI Japan ETF (EWJ)

Market Cap: JPY 114.46B
Dividend Yield: 5.91%
Average Volume (3M): 626.85K
Price to Earnings (P/E): 32.4
Beta (1Y): 0.24
Revenue Growth: -1.25%
EPS Growth: -27.12%
Country: Japan
Employees: 6,666
Sector: Consumer Cyclical
Sector Strength: 61
Industry: Apparel - Retail

AOYAMA TRADING Co., Ltd. Business Overview & Revenue Model

Company Description

Aoyama Trading Co., Ltd. is a multifaceted Japanese enterprise involved in a broad spectrum of activities, including formal and casual apparel retail, financial services, media, and various other consumer-focused businesses. The company's clothing of...

How the Company Makes Money

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AOYAMA TRADING Co., Ltd. Financial Statement Overview

Summary

Revenue declined 2.3% to ¥189B, with operating margin falling to 5.6% and net margin to 3.7%. Balance sheet is strong with debt at 44% of equity, providing resilience. Cash flow weakened, with FCF down and covering only 17% of debt. Overall, moderate financial health with strengths in capital structure but headwinds in operations.

Income Statement

55Neutral

Balance Sheet

75Positive

Cash Flow

50Neutral

Financial statement breakdown
Breakdown	TTM	Mar 2026	Mar 2025	Mar 2024	Mar 2023	Mar 2022
Income Statement
Total Revenue	189.01B	189.01B	194.79B	193.69B	183.51B	165.96B
Gross Profit	98.17B	98.17B	100.15B	99.85B	93.78B	83.71B
EBITDA	18.60B	18.25B	20.63B	19.62B	14.52B	11.01B
Net Income	6.92B	6.92B	9.40B	10.09B	4.28B	1.35B
Balance Sheet
Total Assets	306.10B	306.10B	318.40B	335.60B	336.24B	322.73B
Cash, Cash Equivalents and Short-Term Investments	59.51B	59.51B	73.38B	84.35B	93.10B	73.43B
Total Debt	77.97B	77.97B	83.38B	91.22B	105.43B	105.29B
Total Liabilities	125.24B	125.24B	136.91B	154.72B	166.21B	158.22B
Stockholders Equity	177.09B	177.09B	177.78B	177.13B	166.44B	161.15B
Cash Flow
Free Cash Flow	0	5.73B	10.21B	9.67B	21.28B	13.94B
Operating Cash Flow	0	9.99B	13.78B	12.96B	23.08B	16.53B
Investing Cash Flow	0	-8.80B	5.74B	-2.49B	-3.26B	3.78B
Financing Cash Flow	0	-18.98B	-21.15B	-18.47B	-4.48B	-469.00M

AOYAMA TRADING Co., Ltd. Technical Analysis

Technical Analysis SentimentPositive

Last Price778.00

Price Trends

50DMA742.22Positive

100DMA724.40Positive

200DMA747.67Positive

Market Momentum

MACD5.82Negative

RSI61.72Neutral

STOCH72.15Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8219, the sentiment is Positive. The current price of 778.00 is above the 20-day moving average (MA) of 750.70, above the 50-day MA of 742.22, and above the 200-day MA of 747.67, indicating a bullish trend. The MACD of 5.82 indicates Negative momentum. The RSI at 61.72 is Neutral, neither overbought nor oversold. The STOCH value of 72.15 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8219.

AOYAMA TRADING Co., Ltd. Peers Comparison

Overall Rating

UnderperformOutperform

Sector (61)

Financial Indicators

JP:8219 against its peers
Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
JP:2726	81Outperform	JPY 274.30B	14.90	―	2.59%	7.11%	57.75%
JP:9983	75Outperform	JPY 25.30T	45.35	20.26%	1.06%	16.55%	25.27%
JP:7606	73Outperform	JPY 72.25B	10.78	―	3.85%	6.76%	91.48%
JP:8214	71Outperform	JPY 142.30B	18.13	―	5.20%	0.03%	-7.35%
JP:8227	71Outperform	JPY 755.13B	16.04	9.11%	2.18%	5.20%	11.08%
Sector *	61Neutral	$18.38B	12.79	-2.54%	3.03%	1.52%	-15.83%
JP:8219	59Neutral	JPY 114.46B	32.38	3.90%	5.91%	-1.25%	-27.12%

* Consumer Cyclical Sector Average

Performance Comparison

JP:8219 and its peers over the selected period
Ticker	Company Name	Price	Change	% Change
JP:8219	AOYAMA TRADING Co., Ltd.	778.00	35.28	4.75%
JP:9983	FAST RETAILING CO	80190.00	24208.63	43.24%
JP:8227	SHIMAMURA Co	3448.00	-36.88	-1.06%
JP:2726	PAL GROUP Holdings Co., Ltd.	1542.00	-520.66	-25.24%
JP:7606	UNITED ARROWS LTD.	2626.00	585.49	28.69%
JP:8214	AOKI Holdings, Inc.	1732.00	171.36	10.98%

AOYAMA TRADING Co., Ltd. Corporate Events

AOYAMA TRADING Reports Steady July Sales as Suit and Casual Demand Remains Firm

Aug 7, 2026

AOYAMA TRADING Co., Ltd. reported preliminary monthly sales data for July 2026 for its business wear operations, including Yofuku-no-Aoyama and SUIT SQUARE branded stores. The company maintained a network of 673 SUIT SQUARE etc. stores and 47 Yofuku-...

AOYAMA TRADING Sees Soft June Sales as Business Wear Demand Slips

Jul 7, 2026

AOYAMA TRADING reported preliminary June 2026 monthly sales showing weaker performance in shirts and pants, contributing to an overall decline in net sales and customer numbers year on year for its business wear operations. The company did not open,...

AOYAMA TRADING posts stronger May sales on robust business wear demand

Jun 8, 2026

AOYAMA TRADING Co., Ltd. reported preliminary year-on-year monthly sales data for May 2026, showing growth in net sales, driven by higher sales per customer despite relatively flat customer numbers across all stores. The core business wear segment, i...

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: Aug 17, 2026

AOYAMA TRADING Co., Ltd. AI Stock Analysis