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K'S Holdings Corporation
(8282)
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Rating:67Neutral
Price Target:
¥2,281.00
▲(40.93% Upside)
Action:Reiterated
Date:05/09/26
The score is driven primarily by improving financial performance into 2026 (recovering margins and stronger free cash flow) alongside a relatively solid balance sheet, but capped by profitability still below prior-cycle levels and past cash-flow volatility. Technicals add support due to a clear uptrend without overbought signals, while valuation is fair rather than compelling.
Positive Factors
Margin and free cash flow recovery
A clear rebound in margins and materially stronger free cash flow through 2026 signals improved operating efficiency and cash generation. Durable FCF supports capex, debt servicing, and potential shareholder returns, giving management financing flexibility across retail cycles.
Negative Factors
Profitability still below prior-cycle levels
Despite recent margin gains, profit margins are materially compressed versus prior cycles, limiting internal reinvestment and return potential. Prolonged margin compression leaves the business exposed to cost inflation or competitive pricing, constraining durable earnings expansion.
Read all positive and negative factors
Positive Factors
Negative Factors
Margin and free cash flow recovery
A clear rebound in margins and materially stronger free cash flow through 2026 signals improved operating efficiency and cash generation. Durable FCF supports capex, debt servicing, and potential shareholder returns, giving management financing flexibility across retail cycles.
Read all positive factors
K'S Holdings Corporation (8282) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥286.13B
Dividend Yield2.72%
Average Volume (3M)789.61K
Price to Earnings (P/E)21.1
Beta (1Y)0.38
Revenue Growth2.94%
EPS Growth63.01%
CountryJP
Employees7,307
SectorConsumer Cyclical
Sector Strength84
IndustrySpecialty Retail
Share Statistics
EPS (TTM)91.20
Shares Outstanding168,000,000
10 Day Avg. Volume437,490
30 Day Avg. Volume789,610
Financial Highlights & Ratios
PEG Ratio0.31
Price to Book (P/B)1.05
Price to Sales (P/S)0.35
P/FCF Ratio9.27
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,032.50Price Target Upside25.58% Upside
Rating ConsensusHold
Number of Analyst Covering4
EPS Forecast (FY)150.23
Revenue Forecast (FY)¥802.83B
K'S Holdings Corporation Business Overview & Revenue Model
Company Description
K's Holdings Corporation, alongside its various subsidiaries, manages a network of consumer electronics retail outlets across Japan. The company specializes in selling a broad range of home appliances and associated products. Additionally, it offe...
How the Company Makes Money
K'S Holdings Corporation generates revenue primarily from the retail sale of consumer electronics and home appliances. Its main revenue stream is merchandise sales to end customers in Japan, including items such as TVs, PCs, smartphones and access...
K'S Holdings Corporation Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
74
Positive
Cash Flow
61
Positive
| Breakdown | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 759.71B | 738.02B | 718.37B | 737.32B | 747.22B |
| Gross Profit | 196.81B | 204.32B | 198.75B | 207.88B | 211.09B |
| EBITDA | 34.39B | 29.48B | 30.07B | 46.66B | 56.58B |
| Net Income | 14.32B | 9.53B | 7.38B | 21.12B | 28.55B |
Balance Sheet | |||||
| Total Assets | 422.48B | 422.68B | 438.20B | 455.17B | 443.58B |
| Cash, Cash Equivalents and Short-Term Investments | 19.16B | 15.83B | 16.30B | 10.69B | 29.94B |
| Total Debt | 60.45B | 66.91B | 66.52B | 74.31B | 52.51B |
| Total Liabilities | 173.60B | 171.42B | 169.04B | 174.91B | 166.95B |
| Stockholders Equity | 248.88B | 251.26B | 269.16B | 280.25B | 276.63B |
Cash Flow | |||||
| Free Cash Flow | 28.32B | 25.33B | 31.37B | -21.59B | 15.15B |
| Operating Cash Flow | 37.52B | 36.17B | 48.83B | -2.18B | 24.23B |
| Investing Cash Flow | -11.17B | -15.80B | -16.48B | -18.45B | -9.57B |
| Financing Cash Flow | -24.83B | -27.33B | -26.75B | 1.38B | -12.75B |
K'S Holdings Corporation Technical Analysis
Neutral
1618.50
Price Trends
1952.68
Negative
1805.94
Positive
1678.23
Positive
Market Momentum
-15.14
Positive
41.00
Neutral
8.31
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8282, the sentiment is Neutral. The current price of 1618.5 is below the 20-day moving average (MA) of 2024.45, below the 50-day MA of 1952.68, and below the 200-day MA of 1678.23, indicating a neutral trend. The MACD of -15.14 indicates Positive momentum. The RSI at 41.00 is Neutral, neither overbought nor oversold. The STOCH value of 8.31 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for JP:8282.
K'S Holdings Corporation Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
79 Outperform | ¥36.30B | 14.43 | ― | 3.77% | 17.14% | 8.80% | |
75 Outperform | ¥406.57B | 9.86 | ― | 1.35% | 15.16% | 20.54% | |
67 Neutral | ¥286.13B | 21.09 | ― | 2.72% | 2.94% | 63.01% | |
66 Neutral | ¥280.40B | 14.33 | 11.17% | 2.61% | 5.12% | 12.69% | |
65 Neutral | ¥234.98B | 15.41 | ― | 2.23% | 3.33% | 9.05% | |
61 Neutral | $18.38B | 12.79 | -2.54% | 3.03% | 1.52% | -15.83% | |
57 Neutral | ¥548.62B | 29.85 | 4.18% | 2.57% | 3.85% | -44.49% |
* Consumer Cyclical Sector Average
JP:8282
K'S Holdings Corporation
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K'S Holdings Corporation Corporate Events
K’S Holdings Boosts Profit and Dividends as Earnings Surge in FY2026
May 8, 2026
K’S Holdings reported a 2.9% rise in net sales to ¥759.7 billion for the fiscal year ended March 31, 2026, with operating profit up 23.0% to ¥26.8 billion and profit attributable to owners of the parent surging 50.3% to ¥14.3 ...
K’S Holdings Raises Medium-Term Targets and Lifts Minimum Dividend
May 8, 2026
K’S Holdings Corporation has revised upward key targets in its three-year Medium-Term Management Plan 2027, reflecting stronger-than-expected trends in net sales and operating profit for the period through the fiscal year ending March 31, 20...
K’S Holdings Lifts Full-Year Results on Strong Electronics and AC Demand
May 8, 2026
K’S Holdings reported that its consolidated results for the fiscal year ended March 31, 2026 exceeded prior forecasts, with net sales, operating profit, ordinary profit and profit attributable to owners of parent all coming in above guidance...
K’S Holdings Books ¥11.3 Billion Impairment on Store Assets
May 8, 2026
K’S Holdings Corporation has recognized a significant impairment loss on certain non-current assets related to its stores for the fiscal year ended March 31, 2026. The charge reflects a reassessment of profitability and future outlook for th...
K’S Holdings Reshapes Top Management and Board Structure
Mar 18, 2026
K’S Holdings Corporation has announced changes to its top management, effective June 26, 2026, pending approval at the upcoming Ordinary General Meeting of Shareholders and subsequent Board of Directors meeting. Tadashi Hiramoto will step do...
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.