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Aeon Co., Ltd.TSE:8267 Aktierapport

Marknadsvärde JP¥3.9t
Aktiekurs
JP¥1.39k
JP¥1.83k
23.9% undervärderad intrinsisk rabatt
1Y-3.1%
7D3.1%
1D
Portföljens värde
Utsikt

Aeon Co., Ltd.

TSE:8267 Aktierapport

Börsvärde: JP¥3.9t

Aeon (8267) Aktievy

Aeon Co., Ltd. är verksamt inom detaljhandelsbranschen i Japan, Kina, ASEAN-länderna och internationellt. Mer information

8267 fundamental analys
Snöflinga Score
Värdering2/6
Framtida tillväxt2/6
Tidigare resultat5/6
Finansiell hälsa4/6
Utdelningar0/6

8267 Community Fair Values

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See what 7 others think this stock is worth. Follow their fair value or set your own to get alerts.

Aeon Co., Ltd. Konkurrenter

Prishistorik och prestanda

Sammanfattning av aktiekursernas upp- och nedgångar samt förändringar för Aeon
Historiska aktiekurser
Aktuell aktiekursJP¥1,394.50
52 veckors högstaJP¥2,920.00
52 veckors lägstaJP¥1,318.00
Beta0.22
1 månads förändring-8.92%
3 månaders förändring-29.87%
1 års förändring-3.14%
3 års förändring49.60%
5 års förändring41.12%
Förändring sedan börsintroduktionen383.64%

Senaste nyheter och uppdateringar

Uppdatering av berättelse Jun 06

8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism

Analysts have adjusted their outlook on Aeon, revising the price target to ¥1,100. This reflects updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following recent sector research.
Uppdatering av berättelse May 21

8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced

Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).

Recent updates

Uppdatering av berättelse Jun 06

8267: Impairment Charges Will Keep Shares Overpriced Despite Consumer Sector Optimism

Analysts have adjusted their outlook on Aeon, revising the price target to ¥1,100. This reflects updated assumptions on the discount rate, revenue growth, profit margin, and future P/E following recent sector research.
Uppdatering av berättelse May 21

8267: Impairment Charges And Share Consolidation Will Continue To Leave Shares Overpriced

Analysts have adjusted their price target on Aeon to ¥810 from ¥550, reflecting updated assumptions around the discount rate, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Aeon has scheduled a board meeting on April 8, 2026 to discuss the purpose and outline of a share consolidation and related matters (company announcement).
Uppdatering av berättelse May 01

8267: Dividend Outlook And Margin Improvement Will Drive Future Earnings Upside

Aeon’s analyst price target remains at ¥2,600. Analysts highlight updated assumptions for a higher discount rate, slightly softer revenue growth, improved profit margins, and a lower future P/E multiple as justification for keeping the target unchanged.
Analysartikel Apr 17

We Think Aeon's (TSE:8267) Profit Is Only A Baseline For What They Can Achieve

Even though Aeon Co., Ltd. ( TSE:8267 ) posted strong earnings, investors appeared to be underwhelmed. We have done...
Uppdatering av berättelse Apr 16

8267: Higher P/E And Impairment Charge Will Limit Upside Despite Dividend Plans

Analysts have reduced Aeon's fair value estimate from ¥1,862.5 to ¥1,832.5. This change reflects updated views on a slightly higher discount rate, more conservative assumptions for revenue growth and profit margins, and a revised future P/E of 59.97x. What's in the News Aeon issued consolidated earnings guidance for the fiscal year ending February 28, 2027, with expected operating revenue of ¥12,000,000 million, operating profit of ¥340,000 million, profit attributable to owners of the parent of ¥73,000 million, and basic EPS of ¥26.39 (company guidance).
Analysartikel Apr 11

Aeon Co., Ltd. Just Recorded A 11% EPS Beat: Here's What Analysts Are Forecasting Next

Shareholders might have noticed that Aeon Co., Ltd. ( TSE:8267 ) filed its yearly result this time last week. The early...
Uppdatering av berättelse Apr 02

8267: Raised Guidance And Tsuruha Consolidation Will Continue To Leave Shares Overpriced

Aeon’s analyst price target has been revised to ¥550, with analysts pointing to updated assumptions around revenue growth, profit margin, discount rate and a lower implied future P/E as key drivers of the change in view. What's in the News Aeon held an Analyst/Investor Day, providing the market with additional detail on its plans and assumptions around future performance (Key Developments).
Uppdatering av berättelse Mar 19

8267: Consolidation Of Tsuruha Will Drive Portfolio Reforms And Earnings Upside

The analyst price target for Aeon remains at ¥2,600. Analysts point to a slightly higher discount rate, softer assumed revenue growth and profit margins, and a higher future P/E multiple as offsetting factors that together support keeping the target unchanged.
Uppdatering av berättelse Mar 04

8267: Higher P/E Assumptions Will Restrain Upside Despite Earnings Guidance Update

Aeon’s analyst price target has shifted from ¥1,814 to ¥1,863 as analysts factor in updated assumptions for the discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Aeon held an Analyst/Investor Day, giving the market an updated view of its business plans and capital allocation priorities (Key Developments).
Uppdatering av berättelse Feb 18

8267: Consolidation Of Tsuruha And Portfolio Reforms Will Shape Earnings Outlook

Analysts have adjusted their price target for Aeon to ¥2,600 from ¥4,800, reflecting updated assumptions around slightly lower discount rates, higher revenue growth, a higher profit margin, and a higher future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, now expecting operating revenue of ¥10,700,000 million and operating profit of ¥275,000 million, with net income attributable to owners of parent in a range of ¥60,000 million to ¥70,000 million and net income per share projected at ¥22.35 to ¥26.07, compared with prior net income guidance of ¥40,000 million and net income per share of ¥15.49 (Key Developments).
Uppdatering av berättelse Feb 04

8267: Elevated Guidance And Tsuruha Consolidation Will Likely Leave Shares Overpriced

Aeon’s analyst price target has shifted from ¥223.02 to ¥550.00 as analysts now apply higher assumptions for revenue growth, profit margins, and future P/E multiples, while using a slightly lower discount rate. What's in the News Aeon raised its consolidated guidance for the fiscal year ending February 28, 2026.
Uppdatering av berättelse Jan 21

8267: Tender Offer And Lower Future P/E Will Limit Upside

Aeon’s analyst price target has shifted modestly higher to US$1,814.29 from US$1,792.86 as analysts factor in updated assumptions for revenue growth, profit margins, the discount rate and a lower future P/E multiple. What's in the News Aeon revised its consolidated earnings guidance for the fiscal year ending February 28, 2026, and now expects operating revenue of ¥10.7b and operating profit of ¥275,000m.
Uppdatering av berättelse Jan 07

8267: Tender Offer And High Future P/E Will Likely Limit Upside

Analysts have nudged their price target on Aeon slightly higher to reflect updated assumptions around discount rates, revenue growth, profit margins and future P/E. The revised valuation is now framed around a fair value of $1,792.86 per share.
Uppdatering av berättelse Dec 23

8267: Rising Profit Margins Will Likely Fail To Offset Multiple Compression

Analysts have raised their price target on Aeon from approximately $1,630.95 to $1,792.86. This reflects improved profit margin assumptions and a lower expected future P E multiple, despite slightly softer long term revenue growth forecasts.
Uppdatering av berättelse Dec 09

8267: Elevated Future P E Multiple Will Likely Pressure Share Returns

Analysts have nudged their price target on Aeon slightly higher to approximately $1,631 per share, reflecting modestly higher long term growth and profitability assumptions despite a marginally increased discount rate. What's in the News Aeon Co., Ltd.
Uppdatering av berättelse Nov 25

8267: Rising P E Ratio Will Likely Intensify Downside Risks This Year

Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised their price target for Aeon from $1,573.81 to $1,630.95. They cite modest adjustments in discount rates and projected growth assumptions as key factors behind the upward revision.
Uppdatering av berättelse Nov 08

8267: Elevated P E Ratio Will Heighten Downside Risk in Coming Quarters

Narrative Update on Aeon: Analyst Price Target Revision Analysts have raised Aeon's fair value estimate from $1,392.86 to $1,573.81. They cite improvements in expected revenue growth and profit margins as factors supporting the higher forecast.
Uppdatering av berättelse Oct 25

Aging Demographics And Digital Trends Will Shape Retail Profits Ahead

Analysts have raised Aeon's fair value estimate from $1,331 to $1,393. This change reflects increased revenue growth forecasts and improved profit margin expectations.
Uppdatering av berättelse Oct 11

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

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.
Uppdatering av berättelse Sep 27

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's improved net profit margin and a modest decline in its future P/E multiple have contributed to a slight upward revision of the consensus analyst price target from ¥1250 to ¥1279. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year earlier.
Uppdatering av berättelse Sep 12

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's consensus price target has been raised to ¥1250, primarily reflecting a modest expansion in its forward P/E multiple while net profit margin remains steady. What's in the News Aeon reported an extraordinary impairment loss of JPY 8,131 million for the three months ended May 31, 2025, significantly higher than JPY 979 million a year ago.
Uppdatering av berättelse Aug 28

Japan Aging And Asia Digital Shift Will Reconfigure Retail Landscape

Aeon's consensus price target has been sharply reduced, as a lower discount rate was outweighed by a higher future P/E, bringing fair value down significantly from ¥3664 to ¥1297. What's in the News Reported extraordinary impairment loss of JPY 8,131 million for the quarter, significantly higher than JPY 979 million a year earlier.
User avatar
Ny berättelse Jan 26

Climate Volatility Will Impact Retail Sales, But TOPVALU BESTPRICE Could Draw More Customers Ahead

Record high temperatures affecting retail segments may pressure future Aeon revenue growth due to sales pattern impacts.

Aktieägarnas avkastning

8267JP Consumer RetailingJP Marknad
7D3.1%-0.6%-0.2%
1Y-3.1%-10.9%42.7%

Avkastning vs industri: 8267 översteg JP Consumer Retailing branschen som gav -10.9 % under det senaste året.

Avkastning vs Marknaden: 8267 presterade sämre än JP marknaden som gav 42.7 % under det senaste året.

Prisvolatilitet

Is 8267's price volatile compared to industry and market?
8267 volatility
8267 Average Weekly Movement5.1%
Consumer Retailing Industry Average Movement3.3%
Market Average Movement4.7%
10% most volatile stocks in JP Market9.3%
10% least volatile stocks in JP Market2.4%

Stabil aktiekurs: 8267 har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för JP.

Volatilitet över tid: 8267 s veckovolatilitet ( 5% ) har varit stabil under det senaste året.

Om företaget

GrundadAnställdaVD OCH KONCERNCHEFWebbplats
1758179,230Akio Yoshidawww.aeon.info

Aeon Co., Ltd. är verksamt inom detaljhandelsbranschen i Japan, Kina, ASEAN-länderna och internationellt. Verksamheten bedrivs genom segmenten General Merchandise Store (GMS) Business, Discount Store Business, Supermarket (SM) Business, Health and Wellness Business, Financial Services Business, Shopping Center Development Business, Services and Specialty Store Business, International Business och Other Business. Affärssegmentet GMS Business driver dagligvarubutiker och specialbutiker som säljer lunchpaket och färdiga måltider.

Aeon Co., Ltd. Sammanfattning av grunderna

Hur förhåller sig Aeon:s resultat och omsättning till dess börsvärde?
8267 grundläggande statistik
BörsvärdeJP¥3.86t
Vinst(TTM)JP¥72.68b
Intäkter(TTM)JP¥10.72t
53.1x
P/E-förhållande
0.4x
P/S-förhållande

Resultat & intäkter

Viktig lönsamhetsstatistik från den senaste resultatrapporten (TTM)
8267 resultaträkning (TTM)
IntäkterJP¥10.72t
Kostnad för intäkterJP¥6.80t
BruttovinstJP¥3.91t
Övriga kostnaderJP¥3.84t
IntäkterJP¥72.68b

Senast redovisade vinst

Feb 28, 2026

Nästa vinstdatum

Jul 10, 2026

Vinst per aktie (EPS)26.27
Bruttomarginal36.49%
Nettovinstmarginal0.68%
Skuld/egenkapitalförhållande182.5%

Hur har 8267 utvecklats på lång sikt?

Se historisk utveckling och jämförelse

Utdelningar

1.0%
Aktuell utdelningsavkastning
51%
Utbetalningskvot

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/06/08 19:54
Aktiekurs vid dagens slut2026/06/08 00:00
Intäkter2026/02/28
Årlig intjäning2026/02/28

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Aeon Co., Ltd. bevakas av 19 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Ryota HimenoBarclays
Yugo ShimaBernstein
Hidehiko AokiBofA Global Research