Update shared on11 Oct 2025
Fair value Increased 4.10%Analysts have raised their price target for Aeon from $1,278.62 to $1,331.00. They cite improved profit margins, even though the revenue growth outlook is slightly tempered and the discount rate is incrementally higher.
What's in the News
- Aeon Co., Ltd. reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, which is significantly higher than the JPY 979 million reported a year earlier (Key Developments).
- The company has issued its consolidated earnings forecast for the full year ending February 28, 2026, projecting 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).
Valuation Changes
- Fair Value: Increased from ¥1,278.62 to ¥1,331.00, reflecting a moderate upward revision.
- Discount Rate: Increased slightly from 5.92% to 5.97%.
- Revenue Growth: Forecast reduced from 5.17% to 4.75%.
- Net Profit Margin: Improved from 0.71% to 0.73%.
- Future P/E: Increased from 47.42x to 48.28x.
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.