TSE:8267

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Executive Summary

Aeon Co., Ltd. operates in the retail industry in Japan and internationally. More Details


Snowflake Analysis

Moderate growth potential with imperfect balance sheet.


Similar Companies

Share Price & News

How has Aeon's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: 8267 has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-4.4%

8267

-1.8%

JP Consumer Retailing

0.3%

JP Market


1 Year Return

23.4%

8267

4.9%

JP Consumer Retailing

-0.5%

JP Market

Return vs Industry: 8267 exceeded the JP Consumer Retailing industry which returned 4.9% over the past year.

Return vs Market: 8267 exceeded the JP Market which returned -0.5% over the past year.


Shareholder returns

8267IndustryMarket
7 Day-4.4%-1.8%0.3%
30 Day-3.5%-4.6%-0.05%
90 Day6.3%-3.9%3.8%
1 Year25.3%23.4%6.7%4.9%2.0%-0.5%
3 Year63.4%55.8%13.4%7.6%0.6%-6.4%
5 Year64.3%50.9%21.9%11.3%22.0%8.5%

Price Volatility Vs. Market

How volatile is Aeon's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Aeon undervalued compared to its fair value and its price relative to the market?

2.3x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: 8267 (¥2714) is trading above our estimate of fair value (¥1163.61)

Significantly Below Fair Value: 8267 is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: 8267 is unprofitable, so we can't compare its PE Ratio to the JP Consumer Retailing industry average.

PE vs Market: 8267 is unprofitable, so we can't compare its PE Ratio to the JP market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate 8267's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: 8267 is overvalued based on its PB Ratio (2.3x) compared to the JP Consumer Retailing industry average (1.1x).


Next Steps

Future Growth

How is Aeon forecast to perform in the next 1 to 3 years based on estimates from 7 analysts?

79.1%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: 8267 is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (0.05%).

Earnings vs Market: 8267 is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: 8267's is expected to become profitable in the next 3 years.

Revenue vs Market: 8267's revenue (2.4% per year) is forecast to grow slower than the JP market (5.2% per year).

High Growth Revenue: 8267's revenue (2.4% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: 8267's Return on Equity is forecast to be low in 3 years time (3.1%).


Next Steps

Past Performance

How has Aeon performed over the past 5 years?

-9.8%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: 8267 is currently unprofitable.

Growing Profit Margin: 8267 is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: 8267 is unprofitable, and losses have increased over the past 5 years at a rate of 9.8% per year.

Accelerating Growth: Unable to compare 8267's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: 8267 is unprofitable, making it difficult to compare its past year earnings growth to the Consumer Retailing industry (17.4%).


Return on Equity

High ROE: 8267 has a negative Return on Equity (-0.11%), as it is currently unprofitable.


Next Steps

Financial Health

How is Aeon's financial position?


Financial Position Analysis

Short Term Liabilities: 8267's short term assets (¥6,877.6B) exceed its short term liabilities (¥6,729.3B).

Long Term Liabilities: 8267's short term assets (¥6,877.6B) exceed its long term liabilities (¥2,716.5B).


Debt to Equity History and Analysis

Debt Level: 8267's debt to equity ratio (140.5%) is considered high.

Reducing Debt: 8267's debt to equity ratio has increased from 106.6% to 140.5% over the past 5 years.

Debt Coverage: 8267's debt is not well covered by operating cash flow (6.8%).

Interest Coverage: 8267 is unprofitable, therefore interest payments are not well covered by earnings.


Balance Sheet


Next Steps

Dividend

What is Aeon current dividend yield, its reliability and sustainability?

1.33%

Current Dividend Yield


Upcoming Dividend Payment


Dividend Yield vs Market

Notable Dividend: 8267's dividend (1.33%) isn’t notable compared to the bottom 25% of dividend payers in the JP market (1.33%).

High Dividend: 8267's dividend (1.33%) is low compared to the top 25% of dividend payers in the JP market (3.19%).


Stability and Growth of Payments

Stable Dividend: 8267's dividends per share have been stable in the past 10 years.

Growing Dividend: 8267's dividend payments have increased over the past 10 years.


Current Payout to Shareholders

Dividend Coverage: 8267 is paying a dividend but the company is unprofitable.


Future Payout to Shareholders

Future Dividend Coverage: Insufficient data to determine if a dividend will be paid in 3 years and that it will be covered by earnings.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

4.6yrs

Average management tenure


CEO

Akio Yoshida (60 yo)

0.75

Tenure

Mr. Akio Yoshida serves as Director at Aeon Hokkaido Corp. since May 2020. He serves as Director at Aeon Co., Ltd. since 2020. He serves as President and Representative Executive Officer at Aeon Co., Ltd. ...


Leadership Team

NamePositionTenureCompensationOwnership
Motoya Okada
Chairman & Representative Executive Officer0.75yrno data0.30%
¥ 6.9b
Akio Yoshida
President0.75yrno data0.0011%
¥ 24.5m
Akinori Yamashita
Executive VP4.58yrsno data0.0024%
¥ 54.3m
Hiroyuki Watanabe
Chief Officer of Human Resources2.08yrsno data0.00024%
¥ 5.5m
Kahori Miyake
Chief Officer CSR & Communication and Executive Officerno datano data0.00024%
¥ 5.5m
Soichi Okazaki
Executive Officer of Asean Business7.58yrsno data0.0024%
¥ 54.3m
Manabu Oshima
Chief In-Charge of Group Personnel9.58yrsno datano data
Eiji Shibata
Executive Officer of Logistics6.58yrsno data0.0015%
¥ 35.3m
Yuki Habu
Executive VP and Executive Officer of China Business & Digital Businessno datano data0.00095%
¥ 21.8m
Motohiro Fujita
Executive VP and Representative Executive Officer of Supermarket Businessno datano datano data
Yoshitomo Suzuki
President of Aeon Global Merchandising Co Ltdno datano datano data

4.6yrs

Average Tenure

62yo

Average Age

Experienced Management: 8267's management team is considered experienced (4.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Motoya Okada
Chairman & Representative Executive Officer0.75yrno data0.30%
¥ 6.9b
Akio Yoshida
President0.75yrno data0.0011%
¥ 24.5m
Akinori Yamashita
Executive VP4.58yrsno data0.0024%
¥ 54.3m
Takashi Tsukamoto
Independent Outside Director3.42yrsno datano data
Kotaro Ohno
Independent Outside Director3.42yrsno datano data
Peter Child
Independent Outside Director2.42yrsno datano data
Carrie Yu
Director0.75yrno datano data

2.9yrs

Average Tenure

66yo

Average Age

Experienced Board: 8267's board of directors are not considered experienced ( 2.9 years average tenure), which suggests a new board.


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

Aeon Co., Ltd.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Aeon Co., Ltd.
  • Ticker: 8267
  • Exchange: TSE
  • Founded: 1758
  • Industry: Hypermarkets and Super Centers
  • Sector: Consumer Retailing
  • Market Cap: JP¥2.293t
  • Shares outstanding: 844.94m
  • Website: https://www.aeon.info

Number of Employees


Location

  • Aeon Co., Ltd.
  • 1-5-1 Nakase
  • Mihama-ku
  • Chiba
  • Chiba
  • 261-8515
  • Japan

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
AONN.YOTCPK (Pink Sheets LLC)ADRUSUSDSep 1990
8267TSE (The Tokyo Stock Exchange)YesCommon StockJPJPYJan 1992
AONN.FOTCPK (Pink Sheets LLC)YesCommon StockUSUSDJan 1992
JUS1DB (Deutsche Boerse AG)YesCommon StockDEEURJan 1992

Biography

Aeon Co., Ltd. operates in the retail industry in Japan and internationally. It operates through GMS, SM, Health & Wellness, Financial Services, Shopping Center Development, Services & Specialty Store, and ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/25 15:16
End of Day Share Price2020/10/23 00:00
Earnings2020/08/31
Annual Earnings2020/02/29


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.