Aeon Co., Ltd.

TSE:8267 Stock Report

Market Cap: JP¥5.6t

Aeon Valuation

Is 8267 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

1/6

Valuation Score 1/6

  • Below Future Cash Flow Value

  • Significantly Below Future Cash Flow Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Future Cash Flow Value

What is the Fair Price of 8267 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Ultimate guide to DCF valuation for stock investing

Learn how to determine fair value like the best investors in the world.

Below Future Cash Flow Value: 8267 (¥2029) is trading above our estimate of future cash flow value (¥1339.84)

Significantly Below Future Cash Flow Value: 8267 is trading above our estimate of future cash flow value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 8267?

Key metric: As 8267 is barely profitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for 8267. This is calculated by dividing 8267's market cap by their current revenue.
What is 8267's PS Ratio?
PS Ratio0.5x
SalesJP¥10.41t
Market CapJP¥5.61t

Price to Sales Ratio vs Peers

How does 8267's PS Ratio compare to its peers?

The above table shows the PS ratio for 8267 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average0.4x
141A TRIAL Holdings
0.4x7.90%JP¥473.4b
3549 Kusuri No Aoki Holdings
0.6x9.62%JP¥345.8b
3382 Seven & i Holdings
0.5x1.63%JP¥4.7t
3199 WatahanLtd
0.2xn/aJP¥26.7b
8267 Aeon
0.5x5.26%JP¥5.6t

Price-To-Sales vs Peers: 8267 is expensive based on its Price-To-Sales Ratio (0.5x) compared to the peer average (0.4x).

Historical Price to Sales Ratio

Historical Price to Sales Ratio compares a stock's price to its sales over time. Higher ratios indicate that investors are willing to pay more for the stock.

Fetching historical data

Price to Sales Ratio vs Industry

How does 8267's PS Ratio compare vs other companies in the JP Consumer Retailing Industry?

10 CompaniesPrice / SalesEstimated GrowthMarket Cap
8228 MARUICHILtd
0.08xn/aUS$153.80m
8041 OUG Holdings
0.07xn/aUS$149.68m
7675 Central Forest Group
0.06xn/aUS$142.72m
2700 Kitoku Shinryo
0.09x-1.85%US$105.41m
8267 0.5xIndustry Avg. 0.2xNo. of Companies33PS00.40.81.21.62+
10 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: 8267 is expensive based on its Price-To-Sales Ratio (0.5x) compared to the JP Consumer Retailing industry average (0.2x).

Price to Sales Ratio vs Fair Ratio

What is 8267's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

8267 PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio0.5x
Fair PS Ratio1x

Price-To-Sales vs Fair Ratio: 8267 is good value based on its Price-To-Sales Ratio (0.5x) compared to the estimated Fair Price-To-Sales Ratio (1x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst 8267 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥2,029.00
JP¥1,850.00
-8.82%
35.26%JP¥2,600.00JP¥550.00n/a8
Mar ’27JP¥2,226.50
JP¥1,862.50
-16.35%
35.33%JP¥2,600.00JP¥550.00n/a8
Feb ’27JP¥2,115.00
JP¥1,800.00
-14.89%
37.83%JP¥2,600.00JP¥550.00n/a7
Jan ’27JP¥2,477.00
JP¥1,792.86
-27.62%
41.67%JP¥2,800.00JP¥550.00n/a7
Dec ’26JP¥2,773.00
JP¥1,630.95
-41.18%
43.35%JP¥2,800.00JP¥550.00n/a7
Nov ’26JP¥2,439.50
JP¥1,573.81
-35.49%
44.93%JP¥2,800.00JP¥550.00n/a7
Oct ’26JP¥1,780.50
JP¥1,278.62
-28.19%
43.04%JP¥1,800.00JP¥183.33n/a7
Sep ’26JP¥1,789.50
JP¥1,188.19
-33.60%
40.62%JP¥1,600.00JP¥183.33n/a7
Aug ’26JP¥1,700.00
JP¥1,221.43
-28.15%
30.66%JP¥1,600.00JP¥550.00n/a7
Jul ’26JP¥1,477.67
JP¥1,216.67
-17.66%
31.26%JP¥1,600.00JP¥550.00n/a7
Jun ’26JP¥1,478.33
JP¥1,164.29
-21.24%
31.18%JP¥1,533.33JP¥550.00n/a7
May ’26JP¥1,408.67
JP¥1,026.19
-27.15%
30.59%JP¥1,366.67JP¥550.00n/a7
Apr ’26JP¥1,250.00
JP¥997.62
-20.19%
29.05%JP¥1,333.33JP¥550.00n/a7
Mar ’26JP¥1,228.00
JP¥997.62
-18.76%
29.05%JP¥1,333.33JP¥550.00JP¥2,226.507
Feb ’26JP¥1,255.00
JP¥1,010.42
-19.49%
27.04%JP¥1,333.33JP¥550.00JP¥2,115.008
Jan ’26JP¥1,231.67
JP¥993.75
-19.32%
25.82%JP¥1,300.00JP¥550.00JP¥2,477.008
Dec ’25JP¥1,198.00
JP¥983.33
-17.92%
27.85%JP¥1,300.00JP¥550.00JP¥2,773.007
Nov ’25JP¥1,236.33
JP¥959.52
-22.39%
27.51%JP¥1,300.00JP¥550.00JP¥2,439.507
Oct ’25JP¥1,304.67
JP¥950.00
-27.18%
26.97%JP¥1,300.00JP¥550.00JP¥1,780.507
Sep ’25JP¥1,216.33
JP¥922.92
-24.12%
23.63%JP¥1,233.33JP¥550.00JP¥1,789.508
Aug ’25JP¥1,139.33
JP¥922.92
-19.00%
23.63%JP¥1,233.33JP¥550.00JP¥1,700.008
Jul ’25JP¥1,136.67
JP¥922.92
-18.80%
23.63%JP¥1,233.33JP¥550.00JP¥1,477.678
Jun ’25JP¥1,129.00
JP¥931.25
-17.52%
24.77%JP¥1,300.00JP¥550.00JP¥1,478.338
May ’25JP¥1,089.33
JP¥927.08
-14.89%
24.78%JP¥1,300.00JP¥550.00JP¥1,408.678
Apr ’25JP¥1,178.33
JP¥910.42
-22.74%
26.70%JP¥1,300.00JP¥516.67JP¥1,250.008
Mar ’25JP¥1,166.67
JP¥893.75
-23.39%
27.09%JP¥1,300.00JP¥516.67JP¥1,228.008
JP¥1.85k
Fair Value
9.7% overvalued intrinsic discount
8
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/03/12 22:26
End of Day Share Price 2026/03/12 00:00
Earnings2025/11/30
Annual Earnings2025/02/28

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

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.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Aeon Co., Ltd. is covered by 19 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ryota HimenoBarclays
Hidehiko AokiBofA Global Research
Masataka KunitoCitigroup Inc