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BOOKOFF GROUP HOLDINGS LIMITED (9278) AI Stock Analysis
BOOKOFF GROUP HOLDINGS LIMITED
(TSE/TYO:9278)
The overall score reflects solid but not exceptional fundamentals: financial performance is improving with consistent revenue growth, better margins and ROE, yet profitability is still thin and the capital structure relies heavily on debt, keeping risk at a moderate level. Strong technical momentum and a pronounced price uptrend support a higher score but are tempered by overbought signals that could lead to short-term volatility. Valuation appears broadly fair rather than deeply attractive, so future returns will depend on the company sustaining its growth and further strengthening profitability and cash generation.
BOOKOFF GROUP HOLDINGS LIMITED (9278) vs. iShares MSCI Japan ETF (EWJ)
- Market Cap
- JPY 41.85B
- Dividend Yield
- 1.51%
- Average Volume (3M)
- 137.60K
- Price to Earnings (P/E)
- 13.7
- Beta (1Y)
- 0.42
- Revenue Growth
- 10.64%
- EPS Growth
- 96.47%
- Country
- Japan
- Employees
- 1,964
- Sector
- General
- Sector Strength
- 55
- Industry
- Specialty Retail
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 select...
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-comme...
BOOKOFF GROUP HOLDINGS LIMITED Financial Statement Overview
Summary
The company shows strong revenue growth from about ¥91.5 bn in 2022 to ¥130.1 bn in 2026 with steadily improving margins and ROE, but profitability remains thin, the balance sheet is meaningfully leveraged with debt-to-equity around 1.1–1.45, and cash flows, while recently stronger, have been volatile with past periods of weak or negative free cash generation.
Income Statement
74PositiveBalance Sheet
68PositiveCash Flow
62Positive| Breakdown | TTM | May 2025 | Aug 2024 | May 2023 | May 2022 | May 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 120.42B | 130.12B | 119.20B | 111.66B | 91.54B | 101.84B |
| Gross Profit | 68.36B | 73.83B | 67.75B | 62.77B | 54.21B | 58.42B |
| EBITDA | 5.05B | 6.81B | 5.65B | 4.95B | 3.34B | 4.28B |
| Net Income | 1.72B | 2.76B | 2.10B | 1.71B | 1.45B | 2.77B |
Balance Sheet | ||||||
| Total Assets | 57.19B | 60.94B | 57.59B | 54.54B | 45.10B | 50.21B |
| Cash, Cash Equivalents and Short-Term Investments | 6.28B | 6.46B | 6.63B | 7.18B | 8.20B | 5.54B |
| Total Debt | 27.50B | 25.84B | 26.59B | 22.38B | 18.19B | 20.92B |
| Total Liabilities | 38.56B | 39.50B | 38.72B | 34.03B | 28.61B | 31.15B |
| Stockholders Equity | 18.36B | 21.15B | 18.63B | 20.24B | 16.36B | 18.86B |
Cash Flow | ||||||
| Free Cash Flow | 0 | 2.74B | 908.00M | 2.35B | 1.90B | -1.79B |
| Operating Cash Flow | 0 | 4.89B | 3.06B | 4.08B | 2.78B | 243.00M |
| Investing Cash Flow | 0 | -3.04B | -2.51B | -2.39B | -1.86B | -3.45B |
| Financing Cash Flow | 0 | -2.10B | -1.12B | -124.00M | 1.41B | 490.00M |
BOOKOFF GROUP HOLDINGS LIMITED Technical Analysis
Price Trends
Market Momentum
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 2384.00 is below the 20-day moving average (MA) of 2610.90, below the 50-day MA of 2767.26, and above the 200-day MA of 2177.21, indicating a neutral trend. The MACD of -117.02 indicates Positive momentum. The RSI at 32.69 is Neutral, neither overbought nor oversold. The STOCH value of 11.73 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
Overall Rating
JP:768578Outperform- JP:927875Outperform
JP:268173Outperform
JP:309372Outperform
JP:267471Outperform
JP:927061Neutral
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| JP:7685 | 78Outperform | JPY 159.10B | 18.88 | ― | 0.48% | 57.65% | 100.02% |
| JP:9278 | 75Outperform | JPY 41.83B | 13.65 | ― | 1.51% | 10.64% | 96.47% |
| JP:2681 | 73Outperform | JPY 75.59B | 7.96 | ― | 1.79% | 16.16% | 176.37% |
| JP:3093 | 72Outperform | JPY 43.20B | 12.32 | ― | 2.50% | 15.52% | 22.34% |
| JP:2674 | 71Outperform | JPY 34.60B | 10.10 | ― | 3.41% | 23.51% | 56.52% |
| JP:9270 | 61Neutral | JPY 22.90B | 7.15 | ― | 2.70% | 25.71% | 349.09% |
| Sector * | 55Neutral | $6.65B | 3.83 | -15.92% | 6.20% | 10.91% | 7.18% |
* General Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| JP:9278 | BOOKOFF GROUP HOLDINGS LIMITED | 2384.00 | 1078.64 | 82.63% | |
| JP:2674 | Hard Off Corporation Co., Ltd. | 2493.00 | 755.57 | 43.49% | |
| JP:2681 | GEO Holdings Corporation | 1900.00 | 312.66 | 19.70% | |
| JP:3093 | Treasure Factory Co., Ltd. | 1803.00 | 166.84 | 10.20% | |
| JP:7685 | BuySell Technologies Co., Ltd. | 2582.00 | 898.22 | 53.35% | |
| JP:9270 | Valuence Holdings, Inc. | 1667.00 | 708.75 | 73.96% |
BOOKOFF GROUP HOLDINGS LIMITED Corporate Events
BOOKOFF Corrects Disclosure on Scope of Member Data Leak
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 leak....
BOOKOFF Corrects Data Breach Notice, Confirms Operations Unaffected
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 cons...
BOOKOFF Completes Treasury Share Disposal for Director Restricted Stock Compensation
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 16,116,000...
BOOKOFF reveals scope of data leak affecting over 6 million members
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 memb...
BOOKOFF Discloses Membership Data Leak from Unauthorized System Access
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 affects...
BOOKOFF Group Delivers Strong Q1 Earnings and Confirms Full-Year Outlook
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 million...
BOOKOFF Probes Massive Member Data Breach After Unauthorized System Access
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 data...
BOOKOFF lifts September sales and expands directly operated store network
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 go...
BOOKOFF to Grant Restricted Treasury Shares to Directors Under Long-Term Incentive Plan
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 of...
BOOKOFF Posts Broad-Based August Sales Gains as Japan Store Network Holds Steady
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 hobby...
BOOKOFF Posts Double-Digit July Sales Growth as New Osaka Store Opens
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 trading...
BOOKOFF Releases FY5/2026 Results and Outlook for FY5/2027
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. T...
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 04, 2026