Loading...
Back to narrative

AnalystConsensusTarget updated the narrative for 8267

Update shared on 25 Oct 2025

Fair value Increased 4.65%
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
78.3%
7D
-5.8%

Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.

What's in the News

  • Aeon Co., Ltd. declared a dividend of JPY 20 per share for the second quarter ended August 31, 2025. Payments will commence on October 27, 2025 (Key Developments).
  • The company released consolidated earnings forecasts for the full year ending February 28, 2026. The forecasts project operating revenue of JPY 10,500,000 million, operating profit of JPY 270,000 million, profit attributable to owners of the parent of JPY 40,000 million, and earnings per share of JPY 15.49 (Key Developments).
  • Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, compared to JPY 979 million a year earlier (Key Developments).

Valuation Changes

  • Fair Value Estimate has increased from ¥1,331 to ¥1,393, reflecting a higher projected valuation.
  • Discount Rate has decreased from 5.97% to 5.63%. This indicates a modest reduction in perceived risk.
  • Revenue Growth Forecast has risen from 4.75% to 5.34%. This points to stronger expected sales momentum.
  • Net Profit Margin has improved from 0.73% to 0.79%. This suggests higher profitability expectations.
  • Future P/E Ratio has increased from 48.3x to 58.5x. This implies the market anticipates greater earnings potential ahead.

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.