Stock 3539 JM HOLDINGS CO.,LTD.
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Financials JM Holdings Co.,Ltd.

Equities

3539

JP3389690003

Food Retail & Distribution

Market Closed - Japan Exchange
Other stock markets
 02:00:00 2024-04-30 am EDT 		5-day change 1st Jan Change
2,645 JPY +1.69% Intraday chart for JM Holdings Co.,Ltd. +0.08% +19.31%
Mar. 14 JM Holdings' Attributable Profit Jumps 33.8% in Fiscal H1 MT
Mar. 13 JM Holdings Co.,Ltd. Announces Dividend for the Second Quarter of Fiscal Year Ending July 31, 2024, Payable on April 10, 2024 and Provides Year-End Dividend Guidance for the Full Year of Fiscal Year Ending July 31, 2024 CI

Valuation

Fiscal Period: July 2019 2020 2021 2022 2023 2024 2025
Capitalization 1 48,213 97,704 55,690 42,900 51,731 69,392 -
Enterprise Value (EV) 1 40,035 85,098 41,552 29,698 43,835 69,392 69,392
P/E ratio 17.1 x 26.7 x 13.1 x 10.1 x 11.7 x 13.6 x 13.2 x
Yield 1.11% 0.95% 1.44% 2.18% 2.06% - -
Capitalization / Revenue 0.43 x 0.77 x 0.43 x 0.3 x 0.33 x 0.4 x 0.37 x
EV / Revenue 0.43 x 0.77 x 0.43 x 0.3 x 0.33 x 0.4 x 0.37 x
EV / EBITDA - - - - - - -
EV / FCF 15,613,003 x 21,887,082 x - 39,502,767 x -148,225,782 x - -
FCF Yield 0% 0% - 0% -0% - -
Price to Book 1.87 x 3.39 x 1.73 x 1.2 x 1.33 x - -
Nbr of stocks (in thousands) 26,652 26,659 26,659 26,679 26,679 26,679 -
Reference price 2 1,809 3,665 2,089 1,608 1,939 2,601 2,601
Announcement Date 9/12/19 9/11/20 9/13/21 9/12/22 9/12/23 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: July 2019 2020 2021 2022 2023 2024 2025
Net sales 1 113,278 126,958 129,823 140,845 154,815 173,000 190,000
EBITDA - - - - - - -
EBIT 1 4,600 6,717 6,575 6,675 7,242 8,200 8,500
Operating Margin 4.06% 5.29% 5.06% 4.74% 4.68% 4.74% 4.47%
Earnings before Tax (EBT) 4,839 6,144 6,779 6,963 7,356 - -
Net income 1 2,813 3,654 4,246 4,266 4,416 5,084 5,270
Net margin 2.48% 2.88% 3.27% 3.03% 2.85% 2.94% 2.77%
EPS 2 105.6 137.1 159.3 159.9 165.6 190.6 197.5
Free Cash Flow 3,088 4,464 - 1,086 -349 - -
FCF margin 2.73% 3.52% - 0.77% -0.23% - -
FCF Conversion (EBITDA) - - - - - - -
FCF Conversion (Net income) 109.78% 122.17% - 25.46% - - -
Dividend per Share 20.00 35.00 30.00 35.00 40.00 - -
Announcement Date 9/12/19 9/11/20 9/13/21 9/12/22 9/12/23 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: Juli 2020 S1 2021 S1 2022 Q1 2022 S1 2022 Q3 2023 Q1 2023 S1 2023 Q3 2024 Q1 2024 S1
Net sales 1 62,005 65,928 34,314 71,068 34,564 35,299 74,413 38,885 41,402 86,972
EBITDA - - - - - - - - - -
EBIT 1 2,810 4,163 1,328 3,592 1,713 1,504 4,006 1,602 2,061 5,232
Operating Margin 4.53% 6.31% 3.87% 5.05% 4.96% 4.26% 5.38% 4.12% 4.98% 6.02%
Earnings before Tax (EBT) 1 3,168 4,221 1,438 3,753 1,748 1,550 4,058 1,863 2,089 5,287
Net income 1 1,858 2,156 601 1,944 965 648 2,063 1,013 944 2,760
Net margin 3% 3.27% 1.75% 2.74% 2.79% 1.84% 2.77% 2.61% 2.28% 3.17%
EPS 2 69.72 80.90 22.56 72.89 36.16 24.31 77.35 37.96 35.40 103.5
Dividend per Share 20.00 15.00 - 15.00 - - 20.00 - - 20.00
Announcement Date 3/12/20 3/15/21 12/13/21 3/14/22 6/10/22 12/12/22 3/14/23 6/12/23 12/12/23 3/13/24
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: Juli 2019 2020 2021 2022 2023 2024 2025
Net Debt - - - - - - -
Net Cash position 8,178 12,606 14,138 13,202 7,896 - -
Leverage (Debt/EBITDA) - - - - - - -
Free Cash Flow 3,088 4,464 - 1,086 -349 - -
ROE (net income / shareholders' equity) 11.3% 13.4% 13.9% 12.6% 11.8% - -
ROA (Net income/ Total Assets) 11.4% 14.6% 12.9% 12.1% 11.9% - -
Assets 1 24,778 25,017 33,042 35,195 37,047 - -
Book Value Per Share 970.0 1,080 1,208 1,338 1,463 - -
Cash Flow per Share 151.0 187.0 210.0 217.0 230.0 - -
Capex 1,474 1,739 4,112 4,254 4,571 - -
Capex / Sales 1.3% 1.37% 3.17% 3.02% 2.95% - -
Announcement Date 9/12/19 9/11/20 9/13/21 9/12/22 9/12/23 - -
1JPY in Million
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Change in Enterprise Value/EBITDA

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Supermarkets & Convenience Stores

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Supermarkets & Convenience Stores
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