UNITED SUPER MARKETS HOLDINGS INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 888 JPY | -0.11% |
|
-0.56% | -12.68% |
| Apr. 22 | United Super Markets Holdings Enters Into Share Exchange with Inageya | MT |
| Apr. 19 | United Super Markets Holdings to Share Exchange with Inageya Effective November | MT |
Valuation
| Fiscal Period: February | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 152,258 | 109,666 | 136,468 | 136,006 | 143,732 | 113,993 | - | - |
| Enterprise Value (EV) 1 | 156,519 | 118,347 | 133,349 | 143,332 | 160,874 | 128,242 | 113,993 | 113,993 |
| P/E ratio | 28.7 x | 67 x | 15.4 x | 25.3 x | 108 x | 127 x | 54.1 x | 28.5 x |
| Yield | 1.35% | 1.87% | 1.69% | 1.51% | 1.61% | 1.6% | 1.8% | 1.8% |
| Capitalization / Revenue | 0.22 x | 0.16 x | 0.19 x | 0.19 x | 0.2 x | 0.18 x | 0.15 x | 0.11 x |
| EV / Revenue | 0.22 x | 0.16 x | 0.19 x | 0.19 x | 0.2 x | 0.18 x | 0.15 x | 0.11 x |
| EV / EBITDA | 6.7 x | 5.25 x | 4.36 x | - | 7.2 x | 6.16 x | - | - |
| EV / FCF | - | - | - | - | - | - | - | - |
| FCF Yield | - | - | - | - | - | - | - | - |
| Price to Book | 1.07 x | 0.78 x | 0.92 x | 0.9 x | 0.96 x | 0.85 x | - | - |
| Nbr of stocks (in thousands) | 128,272 | 128,264 | 128,259 | 128,307 | 128,332 | 128,371 | - | - |
| Reference price 2 | 1,187 | 855.0 | 1,064 | 1,060 | 1,120 | 888.0 | 888.0 | 888.0 |
| Announcement Date | 4/9/19 | 4/9/20 | 4/8/21 | 4/7/22 | 4/11/23 | 4/9/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: February | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 694,323 | 691,660 | 733,850 | 716,407 | 708,690 | 706,657 | 784,890 | 1,063,000 |
| EBITDA 1 | 22,742 | 20,870 | 31,292 | - | 19,976 | 20,816 | - | - |
| EBIT 1 | 11,811 | 9,357 | 19,124 | 12,155 | 6,384 | 6,907 | 8,500 | 15,000 |
| Operating Margin | 1.7% | 1.35% | 2.61% | 1.7% | 0.9% | 0.98% | 1.08% | 1.41% |
| Earnings before Tax (EBT) 1 | 8,177 | 4,052 | 14,904 | 9,719 | 3,622 | 3,654 | 6,100 | 11,800 |
| Net income 1 | 5,308 | 1,636 | 8,845 | 5,374 | 1,336 | 1,008 | 2,100 | 4,000 |
| Net margin | 0.76% | 0.24% | 1.21% | 0.75% | 0.19% | 0.14% | 0.27% | 0.38% |
| EPS 2 | 41.38 | 12.76 | 68.97 | 41.89 | 10.41 | 7.850 | 16.40 | 31.20 |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| FCF margin | - | - | - | - | - | - | - | - |
| FCF Conversion (EBITDA) | - | - | - | - | - | - | - | - |
| FCF Conversion (Net income) | - | - | - | - | - | - | - | - |
| Dividend per Share 2 | 16.00 | 16.00 | 18.00 | 16.00 | 18.00 | 16.00 | 16.00 | 16.00 |
| Announcement Date | 4/9/19 | 4/9/20 | 4/8/21 | 4/7/22 | 4/11/23 | 4/9/24 | - | - |
1JPY in Million2JPY
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: February | 2020 S1 | 2021 S1 | 2022 Q2 | 2022 S1 | 2022 Q3 | 2023 Q1 | 2023 Q2 | 2023 S1 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 S1 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 S1 | 2025 Q3 | 2025 Q4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 344,314 | 373,892 | 182,516 | 360,592 | 174,523 | 173,570 | 179,605 | 353,175 | 172,972 | 182,543 | 175,222 | 177,473 | 352,695 | 172,285 | 181,677 | 175,000 | 179,000 | 354,000 | 180,430 | 250,460 |
| EBITDA | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| EBIT 1 | 2,723 | 11,300 | 2,520 | 5,262 | 1,908 | 756 | 1,467 | 2,223 | 20 | 4,141 | 1,166 | 713 | 1,879 | 778 | 4,250 | 1,034 | 905 | 1,939 | 1,307 | 5,255 |
| Operating Margin | 0.79% | 3.02% | 1.38% | 1.46% | 1.09% | 0.44% | 0.82% | 0.63% | 0.01% | 2.27% | 0.67% | 0.4% | 0.53% | 0.45% | 2.34% | 0.59% | 0.51% | 0.55% | 0.72% | 2.1% |
| Earnings before Tax (EBT) | 1,501 | 11,014 | - | 5,189 | 1,961 | 830 | - | 2,186 | -25 | - | 1,133 | - | 1,641 | 138 | - | - | - | - | - | - |
| Net income | 434 | 6,942 | - | 2,898 | 1,009 | 237 | - | 832 | -380 | - | 402 | - | 384 | -195 | - | - | - | - | - | - |
| Net margin | 0.13% | 1.86% | - | 0.8% | 0.58% | 0.14% | - | 0.24% | -0.22% | - | 0.23% | - | 0.11% | -0.11% | - | - | - | - | - | - |
| EPS | 3.390 | 54.13 | - | 22.59 | 7.870 | 1.850 | - | 6.480 | -2.950 | - | 3.140 | - | 3.000 | -1.520 | - | - | - | - | - | - |
| Dividend per Share | 8.000 | 8.000 | - | 8.000 | - | - | - | 10.00 | - | - | - | - | 8.000 | - | - | - | - | - | - | - |
| Announcement Date | 10/9/19 | 10/6/20 | 10/5/21 | 10/5/21 | 1/11/22 | 7/5/22 | 10/4/22 | 10/4/22 | 1/11/23 | 4/11/23 | 7/11/23 | 10/10/23 | 10/10/23 | 1/10/24 | 4/9/24 | - | - | - | - | - |
1JPY in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: February | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt | 4,261 | 8,681 | - | 7,326 | 17,142 | - | - | - |
| Net Cash position | - | - | 3,119 | - | - | - | - | - |
| Leverage (Debt/EBITDA) | 0.1874 x | 0.416 x | - | - | 0.8581 x | - | - | - |
| Free Cash Flow | - | - | - | - | - | - | - | - |
| ROE (net income / shareholders' equity) | 3.8% | 1.2% | 6.1% | 3.6% | 0.9% | 0.7% | - | - |
| ROA (Net income/ Total Assets) | 4.71% | 3.7% | - | 4.41% | 2.34% | 2.46% | - | - |
| Assets 1 | 112,743 | 44,179 | - | 121,885 | 57,180 | 41,041 | - | - |
| Book Value Per Share | 1,106 | 1,100 | 1,155 | 1,181 | 1,167 | 1,169 | - | - |
| Cash Flow per Share | 127.0 | 103.0 | 164.0 | 143.0 | 116.0 | 116.0 | - | - |
| Capex | - | - | - | - | - | - | - | - |
| Capex / Sales | - | - | - | - | - | - | - | - |
| Announcement Date | 4/9/19 | 4/9/20 | 4/8/21 | 4/7/22 | 4/11/23 | 4/9/24 | - | - |
1JPY in Million
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Year-on-year evolution of the Yield
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
Sell
Buy
Mean consensus
HOLD
Number of Analysts
1
Last Close Price
888
JPY
Average target price
900
JPY
Spread / Average Target
+1.35%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -12.68% | 734M | |
| -8.81% | 39.14B | |
| +17.54% | 37.47B | |
| +8.02% | 33.09B | |
| +0.57% | 19.62B | |
| +1.06% | 14.3B | |
| -13.02% | 13.3B | |
| +20.93% | 12.14B | |
| -0.81% | 11.93B | |
| -.--% | 11.82B |
- Stock Market
- Equities
- 3222 Stock
- Financials United Super Markets Holdings Inc.