Yaoko Co.,Ltd.

TSE:8279 Stock Report

Market Cap: JP¥385.4b

YaokoLtd Valuation

Is 8279 undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

3/6

Valuation Score 3/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of 8279 when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: 8279 (¥9426) is trading below our estimate of fair value (¥16448.47)

Significantly Below Fair Value: 8279 is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for 8279?

Key metric: As 8279 is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for 8279. This is calculated by dividing 8279's market cap by their current earnings.
What is 8279's PE Ratio?
PE Ratio20.3x
EarningsJP¥18.98b
Market CapJP¥385.38b

Price to Earnings Ratio vs Peers

How does 8279's PE Ratio compare to its peers?

The above table shows the PE ratio for 8279 vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average20.7x
8242 H2O Retailing
5.9x-21.0%JP¥250.7b
3038 Kobe Bussan
39.8x14.2%JP¥792.5b
2659 SAN-ALTD
15.8x4.5%JP¥172.0b
2791 DaikokutenbussanLtd
21.4xn/aJP¥148.6b
8279 YaokoLtd
20.3x9.0%JP¥385.4b

Price-To-Earnings vs Peers: 8279 is good value based on its Price-To-Earnings Ratio (20.3x) compared to the peer average (20.7x).

Price to Earnings Ratio vs Industry

How does 8279's PE Ratio compare vs other companies in the JP Consumer Retailing Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
No more companies available in this PE range
8279 20.3xIndustry Avg. 12.7xNo. of Companies16PE0816243240+
0 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: 8279 is expensive based on its Price-To-Earnings Ratio (20.3x) compared to the JP Consumer Retailing industry average (12.7x).

Price to Earnings Ratio vs Fair Ratio

What is 8279's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

8279 PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio20.3x
Fair PE Ratio18.6x

Price-To-Earnings vs Fair Ratio: 8279 is expensive based on its Price-To-Earnings Ratio (20.3x) compared to the estimated Fair Price-To-Earnings Ratio (18.6x).

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 8279 forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentJP¥9,426.00
JP¥9,362.50
-0.7%
8.4%JP¥10,500.00JP¥8,300.00n/a4
Nov ’25JP¥9,202.00
JP¥9,362.50
+1.7%
8.4%JP¥10,500.00JP¥8,300.00n/a4
Oct ’25JP¥9,709.00
JP¥9,362.50
-3.6%
8.4%JP¥10,500.00JP¥8,300.00n/a4
Sep ’25JP¥9,569.00
JP¥9,362.50
-2.2%
8.4%JP¥10,500.00JP¥8,300.00n/a4
Aug ’25JP¥9,124.00
JP¥9,212.50
+1.0%
8.6%JP¥10,500.00JP¥8,400.00n/a4
Jul ’25JP¥9,474.00
JP¥8,987.50
-5.1%
10.0%JP¥10,500.00JP¥8,250.00n/a4
Jun ’25JP¥9,269.00
JP¥8,487.50
-8.4%
2.4%JP¥8,800.00JP¥8,250.00n/a4
May ’25JP¥8,356.00
JP¥8,487.50
+1.6%
1.9%JP¥8,700.00JP¥8,250.00n/a4
Apr ’25JP¥9,075.00
JP¥8,487.50
-6.5%
1.9%JP¥8,700.00JP¥8,250.00n/a4
Mar ’25JP¥8,612.00
JP¥8,487.50
-1.4%
1.9%JP¥8,700.00JP¥8,250.00n/a4
Feb ’25JP¥8,630.00
JP¥8,570.00
-0.7%
15.0%JP¥11,000.00JP¥7,300.00n/a5
Jan ’25JP¥8,069.00
JP¥8,570.00
+6.2%
15.0%JP¥11,000.00JP¥7,300.00n/a5
Dec ’24JP¥8,145.00
JP¥8,380.00
+2.9%
16.5%JP¥11,000.00JP¥7,300.00n/a5
Nov ’24JP¥7,788.00
JP¥8,380.00
+7.6%
16.5%JP¥11,000.00JP¥7,300.00JP¥9,202.005
Oct ’24JP¥7,689.00
JP¥8,380.00
+9.0%
16.5%JP¥11,000.00JP¥7,300.00JP¥9,709.005
Sep ’24JP¥7,799.00
JP¥8,100.00
+3.9%
18.1%JP¥11,000.00JP¥7,100.00JP¥9,569.005
Aug ’24JP¥7,517.00
JP¥7,820.00
+4.0%
14.5%JP¥10,000.00JP¥6,900.00JP¥9,124.005
Jul ’24JP¥7,220.00
JP¥7,800.00
+8.0%
14.6%JP¥10,000.00JP¥6,900.00JP¥9,474.005
Jun ’24JP¥7,010.00
JP¥7,640.00
+9.0%
16.1%JP¥10,000.00JP¥6,500.00JP¥9,269.005
May ’24JP¥7,200.00
JP¥7,440.00
+3.3%
11.5%JP¥9,000.00JP¥6,500.00JP¥8,356.005
Apr ’24JP¥6,900.00
JP¥7,440.00
+7.8%
11.5%JP¥9,000.00JP¥6,500.00JP¥9,075.005
Mar ’24JP¥6,780.00
JP¥7,420.00
+9.4%
11.5%JP¥9,000.00JP¥6,500.00JP¥8,612.005
Feb ’24JP¥6,700.00
JP¥7,400.00
+10.4%
11.7%JP¥9,000.00JP¥6,500.00JP¥8,630.005
Jan ’24JP¥6,780.00
JP¥7,400.00
+9.1%
11.7%JP¥9,000.00JP¥6,500.00JP¥8,069.005
Dec ’23JP¥6,710.00
JP¥7,260.00
+8.2%
13.7%JP¥9,000.00JP¥6,000.00JP¥8,145.005
Nov ’23JP¥6,450.00
JP¥7,200.00
+11.6%
14.3%JP¥9,000.00JP¥6,000.00JP¥7,788.005

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

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