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8267: Elevated Future P E Multiple Will Likely Pressure Share Returns

Aging Demographics And Digital Trends Will Shape Retail Profits Ahead

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8267
AnalystConsensusTarget
Not Invested
Published 26 Jan 2025

Update shared on 09 Dec 2025

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AnalystConsensusTarget's Fair Value
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1Y
79.0%
7D
-8.9%

Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate.

What's in the News

  • Aeon Co., Ltd. has scheduled a board meeting on December 2, 2025, to consider a notice concerning commencement of a tender offer for shares of TSURUHA HOLDINGS INC. (company filing)
  • Aeon Co., Ltd. declared a dividend of JPY 20 per share for the second quarter ended August 31, 2025, with dividend payments commencing on October 27, 2025 (company announcement)

Valuation Changes

  • Fair Value Estimate is unchanged at approximately ¥1,631 per share, indicating no revision to the intrinsic value assessment.
  • The Discount Rate has risen slightly from about 5.45 percent to 5.59 percent, reflecting a modest increase in the assumed risk profile or cost of capital.
  • Revenue Growth is effectively unchanged at around 5.03 percent annually, signaling stable expectations for top line expansion.
  • The Net Profit Margin is broadly unchanged at about 0.80 percent, indicating no material shift in long term profitability assumptions.
  • The Future P/E has risen slightly from roughly 67.88 times to 68.15 times, suggesting a marginally higher valuation multiple applied to forward earnings.

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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.