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Aigan Co., Ltd. (JP:9854)
:9854
Japanese Market
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Aigan Co., Ltd. (9854) AI Stock Analysis

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JP:9854

Aigan Co., Ltd.

(9854)

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Neutral 64 (OpenAI - Gpt-5.6Sol)
Rating:64Neutral
Price Target:
¥301.00
▲(73.99% Upside)
Action:Reiterated
Date:07/11/26
The score is driven primarily by improving financial performance and a very strong low-leverage balance sheet, which reduces financial risk. Technicals also support the rating due to a strong uptrend, though momentum is stretched and could mean volatility. The main drag is valuation: the high P/E is difficult to justify without stronger and more durable margins and cash-flow conversion.
Positive Factors
Near-zero debt balance sheet
Near-zero debt lowers interest and refinancing risk while substantial equity provides resilience through weaker retail conditions. This conservative structure gives Aigan flexibility to fund stores, inventory and operations without relying heavily on creditors.
Negative Factors
Thin net profitability
A net margin around 1% leaves limited protection against wage, occupancy, inventory or other cost pressure. Even after the earnings turnaround, small adverse changes in demand or gross margin could materially reduce profits and weaken returns.
Read all positive and negative factors
Positive Factors
Negative Factors
Near-zero debt balance sheet
Near-zero debt lowers interest and refinancing risk while substantial equity provides resilience through weaker retail conditions. This conservative structure gives Aigan flexibility to fund stores, inventory and operations without relying heavily on creditors.
Read all positive factors

Aigan Co., Ltd. (9854) vs. iShares MSCI Japan ETF (EWJ)

Aigan Co., Ltd. Business Overview & Revenue Model

Company Description
Aigan Co.,Ltd. operates a chain of optical retail establishments across Japan. The company provides a diverse range of eyewear, encompassing prescription glasses, sunglasses, and other complementary vision-related merchandise. As of March 31, 2020...
How the Company Makes Money
Aigan generates revenue mainly by selling eyewear products to end customers through its retail channels. The core revenue stream is the sale of prescription eyeglasses, where it earns product sales revenue from frames and lenses, and it may also e...

Aigan Co., Ltd. Financial Statement Overview

Summary
Financials show a meaningful turnaround with profits returning and accelerating into 2026, supported by a very strong, near-zero-debt balance sheet. Offsetting this, profitability is still thin (~1% net margin) and cash flow quality remains a concern after multiple years of negative operating/free cash flow, with only a recent and modest rebound in 2026.
Income Statement
58
Neutral
Balance Sheet
86
Very Positive
Cash Flow
49
Neutral
BreakdownTTMMar 2026Mar 2025Mar 2024Mar 2023Mar 2022
Income Statement
Total Revenue15.55B15.28B14.86B14.66B14.20B13.80B
Gross Profit10.79B10.56B10.09B10.04B9.88B9.55B
EBITDA643.00M451.00M276.00M93.00M-468.00M-364.00M
Net Income354.00M155.00M3.00M-181.00M-803.00M-690.00M
Balance Sheet
Total Assets14.49B14.29B13.85B14.08B13.99B14.63B
Cash, Cash Equivalents and Short-Term Investments4.53B4.59B4.30B4.36B4.62B5.05B
Total Debt0.000.000.004.00M3.00M3.00M
Total Liabilities2.14B2.01B1.84B1.97B1.84B1.71B
Stockholders Equity12.35B12.28B12.01B12.10B12.14B12.92B
Cash Flow
Free Cash Flow0.0096.00M-379.00M-332.00M-341.00M-652.00M
Operating Cash Flow0.00333.00M-155.00M-87.00M-97.00M-358.00M
Investing Cash Flow0.00-40.00M94.00M-166.00M-16.00M273.00M
Financing Cash Flow0.000.000.000.000.000.00

Aigan Co., Ltd. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price173.00
Price Trends
50DMA
279.40
Positive
100DMA
258.77
Positive
200DMA
241.56
Positive
Market Momentum
MACD
3.65
Negative
RSI
59.16
Neutral
STOCH
62.75
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:9854, the sentiment is Positive. The current price of 173 is below the 20-day moving average (MA) of 284.20, below the 50-day MA of 279.40, and below the 200-day MA of 241.56, indicating a bullish trend. The MACD of 3.65 indicates Negative momentum. The RSI at 59.16 is Neutral, neither overbought nor oversold. The STOCH value of 62.75 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:9854.

Aigan Co., Ltd. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
68
Neutral
¥87.28B13.972.11%6.44%14.03%
66
Neutral
¥50.14B127.163.31%2.60%
64
Neutral
¥5.63B15.733.17%470.97%
63
Neutral
¥298.54B13.5012.70%2.50%6.75%19.91%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
52
Neutral
¥10.46B-66.543.08%1.52%-207.24%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:9854
Aigan Co., Ltd.
287.00
76.00
36.02%
JP:3048
BIC Cameras
1,748.00
147.02
9.18%
JP:3028
Alpen Co., Ltd.
2,304.00
-93.14
-3.89%
JP:7514
Himaraya Co., Ltd.
857.00
21.96
2.63%
JP:8281
XEBIO Holdings CO., LTD.
1,133.00
16.24
1.45%
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: Jul 11, 2026