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BOOKOFF GROUP HOLDINGS LIMITED
(9278)
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Rating:68Neutral
Price Target:
Â¥2,685.00
â–¼(-13.39% Downside)
Action:Reiterated
Date:08/04/26
The score is driven primarily by improving financial performance (revenue growth and stronger 2026 cash generation), tempered by thin margins and meaningful leverage. Technically, the trend is strong with price above major moving averages, but overbought momentum indicators add near-term risk. Valuation appears reasonable rather than compelling given a mid-range P/E and modest dividend yield.
Positive Factors
Sustained Revenue Growth
Consistent revenue expansion indicates that BOOKOFF has continued to broaden customer demand and scale its reuse retail platform. A larger sales base can support better purchasing, inventory rotation, and operating leverage, strengthening the company’s ability to compound growth over the next several quarters.
Negative Factors
Thin Net Margins
Low profitability leaves limited room to absorb higher operating costs, weaker resale demand, or execution issues before earnings are affected. Although margins improved versus 2025, the modest cushion means sustained profit growth will depend on disciplined pricing, inventory turnover, and operating efficiency.
Read all positive and negative factors
Positive Factors
Negative Factors
Sustained Revenue Growth
Consistent revenue expansion indicates that BOOKOFF has continued to broaden customer demand and scale its reuse retail platform. A larger sales base can support better purchasing, inventory rotation, and operating leverage, strengthening the company’s ability to compound growth over the next several quarters.
Read all positive factors
BOOKOFF GROUP HOLDINGS LIMITED (9278) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
Â¥42.34B
Dividend Yield1.49%
Average Volume (3M)125.57K
Price to Earnings (P/E)13.7
Beta (1Y)0.37
Revenue Growth10.64%
EPS Growth96.47%
CountryJP
Employees1,964
SectorGeneral
Sector StrengthN/A
IndustrySpecialty Retail
Share Statistics
EPS (TTM)157.43
Shares Outstanding20,547,413
10 Day Avg. Volume185,800
30 Day Avg. Volume125,573
Financial Highlights & Ratios
PEG Ratio0.26
Price to Book (P/B)1.53
Price to Sales (P/S)0.25
P/FCF Ratio11.83
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)159.5
Revenue Forecast (FY)Â¥139.00B
BOOKOFF GROUP HOLDINGS LIMITED Business Overview & Revenue Model
Company Description
Bookoff Group Holdings Limited oversees a retail enterprise specializing in pre-owned goods, with operations spanning Japan, Malaysia, the United States, and France. Under its BOOKOFF brand, the company's stores acquire and retail an extensive sel...
How the Company Makes Money
BOOKOFF GROUP HOLDINGS LIMITED primarily makes money by retailing secondhand goods through a buy-and-resell model. (1) Used-goods retail sales: The largest driver is revenue from selling pre-owned items to consumers in physical stores and via e-co...
BOOKOFF GROUP HOLDINGS LIMITED Financial Statement Overview
Summary
Income Statement
72
Positive
Balance Sheet
58
Neutral
Cash Flow
64
Positive
| Breakdown | May 2025 | Aug 2024 | May 2023 | May 2022 | May 2022 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 130.12B | 119.20B | 111.66B | 101.84B | 91.54B |
| Gross Profit | 73.83B | 67.75B | 62.77B | 58.42B | 54.21B |
| EBITDA | 6.81B | 5.65B | 4.95B | 4.28B | 3.34B |
| Net Income | 2.76B | 2.10B | 1.71B | 2.77B | 1.45B |
Balance Sheet | |||||
| Total Assets | 60.94B | 57.59B | 54.54B | 50.21B | 45.10B |
| Cash, Cash Equivalents and Short-Term Investments | 6.46B | 6.63B | 7.18B | 5.54B | 8.20B |
| Total Debt | 25.84B | 26.59B | 22.38B | 20.92B | 18.19B |
| Total Liabilities | 39.50B | 38.72B | 34.03B | 31.15B | 28.61B |
| Stockholders Equity | 21.15B | 18.63B | 20.24B | 18.86B | 16.36B |
Cash Flow | |||||
| Free Cash Flow | 2.74B | 908.00M | 2.35B | -1.79B | 1.90B |
| Operating Cash Flow | 4.89B | 3.06B | 4.08B | 243.00M | 2.78B |
| Investing Cash Flow | -3.04B | -2.51B | -2.39B | -3.45B | -1.86B |
| Financing Cash Flow | -2.10B | -1.12B | -124.00M | 490.00M | 1.41B |
BOOKOFF GROUP HOLDINGS LIMITED Technical Analysis
Negative
3100.00
Price Trends
2796.28
Negative
2527.44
Negative
2163.45
Positive
Market Momentum
-102.78
Positive
31.57
Neutral
14.61
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9278, the sentiment is Negative. The current price of 3100 is above the 20-day moving average (MA) of 2699.45, above the 50-day MA of 2796.28, and above the 200-day MA of 2163.45, indicating a neutral trend. The MACD of -102.78 indicates Positive momentum. The RSI at 31.57 is Neutral, neither overbought nor oversold. The STOCH value of 14.61 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:9278.
BOOKOFF GROUP HOLDINGS LIMITED Peers Comparison
UnderperformOutperform
Sector (55)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
71 Outperform | ¥34.74B | 10.14 | ― | 3.40% | 23.51% | 56.52% | |
70 Outperform | ¥44.98B | 12.83 | ― | 2.40% | 15.52% | 22.34% | |
68 Neutral | ¥42.34B | 13.73 | ― | 1.49% | 10.64% | 96.47% | |
68 Neutral | ¥77.14B | 8.13 | ― | 1.75% | 16.16% | 176.37% | |
62 Neutral | ¥158.11B | 18.52 | ― | 0.49% | 57.65% | 100.02% | |
61 Neutral | ¥22.27B | 6.95 | ― | 2.78% | 25.71% | 349.09% | |
55 Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
JP:9278
BOOKOFF GROUP HOLDINGS LIMITED
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BOOKOFF GROUP HOLDINGS LIMITED Corporate Events
BOOKOFF Corrects Disclosure on Scope of Member Data Leak
Oct 16, 2026
BOOKOFF GROUP HOLDINGS LIMITED has issued a correction to its supplementary financial data for the first quarter of the fiscal year ending May 2027, clarifying the scope of personal information potentially exposed in a previously disclosed data le...
BOOKOFF Corrects Data Breach Notice, Confirms Operations Unaffected
Oct 16, 2026
BOOKOFF GROUP HOLDINGS LIMITED, a major Japanese reuse retailer known for its BOOKOFF branded secondhand stores, operates an integrated membership ecosystem across physical outlets, an official online store, web services and an official app. Its c...
BOOKOFF Completes Treasury Share Disposal for Director Restricted Stock Compensation
Oct 15, 2026
BOOKOFF GROUP HOLDINGS LIMITED has completed payment procedures for the disposal of 6,000 treasury shares as part of a restricted stock compensation plan for its directors. The common shares, disposed at 2,686 yen per share for a total of 16,116,0...
BOOKOFF reveals scope of data leak affecting over 6 million members
Oct 13, 2026
BOOKOFF GROUP HOLDINGS LIMITED has disclosed further details of a personal information leak caused by unauthorized access to the member management system used for its BOOKOFF operations in Japan. The company confirmed that a third party obtained m...
BOOKOFF Discloses Membership Data Leak from Unauthorized System Access
Oct 13, 2026
BOOKOFF GROUP HOLDINGS LIMITED has disclosed that customer membership information was leaked due to unauthorized third-party access to the membership management system of its consolidated subsidiary, BOOKOFF CORPORATION LIMITED. The incident affec...
BOOKOFF Group Delivers Strong Q1 Earnings and Confirms Full-Year Outlook
Oct 13, 2026
BOOKOFF GROUP HOLDINGS reported robust first-quarter results for the fiscal year ending May 31, 2027, with net sales climbing 10.5% year-on-year to ¥32.6 billion and profit attributable to owners of the parent surging 155.8% to ¥495 mill...
BOOKOFF Probes Massive Member Data Breach After Unauthorized System Access
Oct 8, 2026
BOOKOFF GROUP HOLDINGS LIMITED has disclosed that a third party gained unauthorized access to the member management system of one of its subsidiaries, resulting in a potential leak of up to about 6.43 million membership records. The compromised da...
BOOKOFF lifts September sales and expands directly operated store network
Oct 6, 2026
BOOKOFF reported another month of solid growth in its Japan operations, with existing directly operated stores posting a 4.2% year-on-year rise in September net sales and all directly operated stores up 5.9%. Strong demand for trading cards, hobby...
BOOKOFF to Grant Restricted Treasury Shares to Directors Under Long-Term Incentive Plan
Sep 15, 2026
BOOKOFF GROUP HOLDINGS LIMITED has approved the disposal of 6,000 treasury shares as restricted stock compensation to three internal directors, with a total value of 16,116,000 yen and a disposal date set for October 15, 2026. The move forms part ...
BOOKOFF Posts Broad-Based August Sales Gains as Japan Store Network Holds Steady
Sep 4, 2026
BOOKOFF GROUP HOLDINGS LIMITED reported solid year-on-year sales growth for August 2026 at its directly operated BOOKOFF stores in Japan, with existing store sales up 7.8% and total store sales up 8.6%. The company noted that trading cards and hob...
BOOKOFF Posts Double-Digit July Sales Growth as New Osaka Store Opens
Aug 6, 2026
BOOKOFF GROUP HOLDINGS LIMITED reported robust sales momentum in July 2026 at its directly operated BOOKOFF stores in Japan, with existing store net sales rising 10.2% year on year and total store sales up 11.8%. Growth was broad-based across trad...
BOOKOFF Releases FY5/2026 Results and Outlook for FY5/2027
Jul 31, 2026
BOOKOFF GROUP HOLDINGS LIMITED has released its financial results presentation materials for the fiscal year ended May 2026, outlining consolidated performance, segment highlights, progress on medium-term management goals, and alliance initiatives...
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.