Japanese Retail Distributors Stock News

Yamato (TSE:1967) delivered headline earnings growth of 149.4% over the past year, building on an already impressive 7.5% annual pace over the past five years. The company’s net profit margin rose sharply to 7.7%, up from 3.4% a year ago, with high-quality earnings driving results. Investors may view these numbers favorably given the track record of strong profit growth, a value-oriented P/E ratio of 11.1x compared to an industry average of 12.4x, and a market price of ¥1,899 sitting below...

Joshin Denki (TSE:8173) saw its earnings decline by 18.7% per year over the past five years, with the most recent annual figures showing another drop and a net profit margin down to 0.8% from 1.2% a year ago. This latest twelve-month period also included a significant one-off gain of ¥2.6 billion, which substantially affected the results for the period ending September 30, 2025. While valuation signals look mixed given the higher P/E, the shares now trade well below estimated fair value. The...

Taiyo Kagaku Ltd (NSE:2902) reported a net profit margin of 9.3%, up from last year’s 5.2%, with annual earnings growth surging 86.5% compared to a five-year average of just 2.5% per year. The company’s price-to-earnings ratio is 8x, well below both the peer average of 29.3x and the JP Chemicals industry average of 13.1x. The share price of ¥2,225 is trading significantly under the estimated fair value of ¥7,508.26. With profitability accelerating and valuation appearing attractive relative...

NH Foods (TSE:2282) reported a net profit margin of 1.8%, down from 2.2% the year before, with earnings declining by an average of 5.8% per year over the last five years. Despite forecasts signaling revenue growth of just 1% per year and earnings growth of 6.7% per year, both falling short of the broader JP market averages, the company continues to trade at a price-to-earnings ratio of 25.1x, outpacing peers and the industry overall. Investor focus has shifted to NH Foods’ high quality...

Kissei Pharmaceutical (TSE:4547) posted a net profit margin of 13.8%, coming in below last year’s 15.5% as annual EPS growth cooled to 3.1%, significantly lower than its robust 15.1% five-year average. The company’s latest results feature a notable one-off gain of ¥8.9 billion, which has boosted reported profitability, while shares currently trade at ¥4,010, below both the estimated fair value of ¥4,665.51 and analyst targets. With annual revenue forecast to outpace the Japanese market at...

Insource (TSE:6200) posted a compound annual earnings growth rate of 29.1% over the last five years. The most recent year saw earnings growth of 19.4%, slightly trailing its long-term average. Net profit margins improved to 27.4%, up from 26.6% a year earlier, reinforcing the company's reputation for high-quality reported earnings. The current price-to-earnings ratio stands at 19.4x, which is above both the industry and peer averages. However, the share price of ¥883 remains below the...

Kanaden (TSE:8081) delivered net profit margins of 2.9%, matching last year's level. Earnings grew 17.4% in the latest period, outpacing the company's five-year average growth of 13.1% per year, and benefited from a notable one-off gain of ¥1.1 billion, which boosted recent results above the usual trend. With the share price at ¥2,031, still well below an estimated fair value of ¥4,286.7 but trading at a higher P/E ratio than its peers, investors are weighing historical growth and apparent...

Aichi Tokei Denki (TSE:7723) delivered earnings growth of 27.2% over the past year, far exceeding its 5-year average pace of 5.2% per year. Profit margins climbed to 6.9% from 5.7% last year, signaling improved net profitability for shareholders. See our full analysis for Aichi Tokei Denki. Now, it’s time to see how these headline results measure up against the current narratives. Are the stories around Aichi Tokei Denki holding up, or do the numbers challenge conventional wisdom? Curious how...

Mitsui O.S.K. Lines (TSE:9104) delivered a 33.8% jump in earnings over the last year, far surpassing its five-year average annual growth of 6.7%. Net profit margins climbed to 21% from last year’s 16.5%, while the company continues to deliver high-quality earnings despite revenue forecasts of only 0.07% growth per year. After another period of steady profit expansion, investors will now weigh these strong historical results and attractive valuation multiples against a more cautious outlook...

Ichinen Holdings Ltd. (TSE:9619) reported net profit margins of 4.4%, down from last year’s 8.9%, marking a clear contraction in profitability. While the company has delivered an average yearly earnings growth rate of 22.4% over the past five years, it faced negative earnings growth this year, making it tough to draw comparisons with its historical performance. With forward earnings growth forecast at 4.3% annually and revenue expected to grow at 2% per year, both lagging the wider Japan...

Tokyo Seimitsu (TSE:7729) delivered a stellar set of earnings, with profit climbing at an average of 15.2% per year over the last five years and surging 28.6% in the latest period. Net profit margins jumped to 16.7%, up from 14.3% last year. Earnings are forecast to grow 13.6% per year, comfortably beating the broader Japanese market’s projected 7.8% rate. In light of strong revenue and profit momentum, investors may take note of the company’s attractive valuation multiples. However, its...

Osaki Electric (TSE:6644) posted net profit margins of 3.6%, up from last year’s 2.1%, and EPS growth of 76.9%. This is well above its five-year average growth of 52.3% per year. Revenue is forecast to rise 2.5% per year, while earnings are projected to climb by 7.8% annually, which matches the Japanese market average. Investors may take note of the company’s perceived undervaluation, a lower-than-industry average Price-to-Earnings ratio, and strong dividend characteristics. These factors all...

Chubu Electric Power Company announced an increase in its second quarter dividend to ¥35.00 per share, up from ¥30.00 last year, alongside updated full-year earnings guidance, with revenue forecasted at ¥3.55 trillion and profit attributable to owners at ¥185 billion for the year ending March 31, 2026. This combination of a dividend hike and clear earnings expectations signals the company's focus on strengthening shareholder returns and transparency. With the dividend increase as a central...

Tosoh (TSE:4042) reported net profit margins of 4.6%, down from 5.9% last year, and has seen earnings decline by 8.5% per year over the past five years. Despite lower profitability, forecasts show earnings are expected to grow at 11.6% annually, outpacing the broader Japanese market's 7.8% growth rate. Investors will be watching the company’s ongoing profit growth and valuation metrics in light of these mixed signals. See our full analysis for Tosoh. The next section puts these latest numbers...

Marubun (TSE:7537) posted net profit margins of 2.1% for the latest period, an improvement from last year’s 1.8%. The company has maintained a five-year average earnings growth of 43.3% per year, although the most recent year came in at 5.8%. The company’s strong earnings outlook is highlighted by forecasts of 23.2% annual earnings growth for the next three years, which are expected to outpace both its 5.6% revenue growth forecast and the broader Japanese market averages. With a...

Mochida Pharmaceutical (TSE:4534) posted a sharp increase in net profit margin to 5.7%, up from 4.3% last year, with earnings surging 36.5% over the past year. This marks a notable turnaround from its five-year average decline of 12.2% per year. The company’s shares are trading at ¥3,035, below their estimated fair value of ¥5,115.43, but the price-to-earnings ratio stands at 17.9x, commanding a premium to both peers and the broader Japanese pharmaceutical industry. Investors are watching the...

SPK (TSE:7466) has maintained an average annual earnings growth of 14.3% over the past five years. However, profit growth slowed to 4.9% in the most recent year. The company’s net profit margin currently stands at 3.5%, just below last year’s 3.6%. Investors looking for multi-year growth and good value may find the company’s latest results compelling, even as dividend sustainability remains a minor risk to monitor. See our full analysis for SPK. Next, we will see how these numbers compare to...

St.Cousair (TSE:2937) saw earnings decline by 13.2% annually over the past five years, with net profit margin falling to 1.5% from 2.8% a year earlier. For the latest period through September 30, 2025, the company was hit by a one-off ¥189.1 million loss, which amplified pressure on profitability. Shares currently trade at ¥1708, notably above the estimated fair value of ¥833.33. This results in a price-to-earnings ratio of 53x, much higher than both the Japanese food industry and peer group...

Sumitomo Bakelite (TSE:4203) has posted consistent earnings growth of 11.5% annually over the past five years, while net profit margins currently stand at 6.5%, lower than last year’s 7.7%. Looking ahead, revenue is forecast to rise by 4.1% per year, just behind the Japanese market’s 4.5% average, and EPS is expected to grow at 8.1%, a tick higher than the national average of 7.8%. Investors will likely take note of the company’s quality growth profile and moderate margin compression as they...

Yutaka Giken (TSE:7229) posted a net profit margin of 2.3% for the most recent period, down from 3.5% last year, as annual earnings growth slipped despite a robust five-year average of 42.4%. Shares are trading at ¥3,045, below an estimated fair value of ¥4,100.05. The company’s price-to-earnings ratio of 11.5x is higher than both the auto components industry and peer group averages. With current profitability under short-term pressure and shares trading at a discount to estimated fair value,...

LY (TSE:4689) reported a robust 18.2% jump in earnings over the past year, outpacing its own five-year growth average of 16.2%. Net profit margins rose to 7.7% from last year's 6.9%, while earnings are expected to continue expanding at 7.55% annually and revenue at 5.4% per year. With the stock trading at a Price-to-Earnings ratio below both its peers and the broader JP Interactive Media and Services industry, and shares priced under analysts' fair value target, investors see plenty of room...

Axial Retailing (TSE:8255) delivered a 22.9% jump in earnings over the past year, surpassing its 5-year average annual growth of just 0.2%. Net profit margin also improved to 3.2% from 2.7% in the prior period, signaling stronger profitability. While expectations call for future revenue to rise 4% and earnings to climb 2.7% per year, both these forecasts trail the broader Japanese market’s averages. This suggests investor attention is likely to stay fixed on the recent margin gains rather...

JIG-SAW (TSE:3914) posted a net profit margin of 10.6%, down from 15.6% last year, with earnings having grown at an average rate of 8.4% per year over the past five years. Despite high-quality earnings, the latest results show earnings declined over the past twelve months, and the stock now trades at 62.2 times earnings, far above both the industry and peer averages. Investors face a cautious backdrop given the significant premium to estimated fair value, the compressed margins, and recent...

Softcreate Holdings (TSE:3371) posted earnings growth of 7.1% over the past year, coming in below its five-year average of 15.9% annual growth. The net profit margin narrowed slightly to 11.1%, compared with 11.6% a year ago. Investors will note the company’s earnings quality remains high, valuation appears attractive on a price-to-earnings basis at 14.2x, and the current share price of ¥2,022 sits below an estimated fair value of ¥2,346.85. This has contributed to positive sentiment around...