1. Japan Stocks

  2. •

    Retail trade

  3. •

    Food retail
JM Holdings Co., Ltd.

JM Holdings Co., Ltd.

TTSE:3539
1,504.00
JPY
+17.00
(+1.14%)
30.65BMarket Cap
Dec 14Next Earn
JM Holdings Co., Ltd.
TSE:3539
(Tokyo Stock Exchange)

Recent

price

1,504.00

P/E

ratio

- -

div

yld

- -

ROIC.AI

2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
JPY
4,105.02
4,139.41
3,891.09
4,065.4
4,251.7
4,762.35
4,869.63
5,279.22
5,802.85
6,459.41
- -
- -
Revenue per Share
83.14
108.92
100.27
104.1
105.58
137.07
159.27
159.9
165.52
204.84
- -
- -
Basic EPS, GAAP
91.71
40.13
6.64
156.93
143.11
204.02
146.1
34.71
-7.27
257.02
- -
- -
Free Cash Flow per Basic Share
0.99
0.94
19.99
19.97
29.99
30.01
29.97
29.95
39.96
39.96
- -
- -
Dividend per Share
493.52
730.34
812.67
898.2
969.82
1,080.21
1,207.57
1,338.13
1,462.94
1,633.54
- -
1,652.23
Book Value per Share
380.08
632.85
670.35
774.83
838.41
997.58
1,135.3
1,280.78
1,364.59
1,548.45
- -
1,545.83
Tangible Book Value per Share
22
23
27
27
27
27
27
27
27
27
51
52
Basic Weighted Avg Shares
91,540
97,174
103,770
108,289
113,278
126,958
129,823
140,845
154,815
172,331
- -
- -
Sales/Revenue/Turnover
3.8
4.41
3.81
4.11
4.06
5.29
5.07
4.74
4.68
5.31
- -
- -
Operating Margin (%)
1,080
1,197
1,554
1,603
1,635
1,822
1,791
1,964
2,207
2,486
- -
- -
Depreciation Expense
1,854
2,557
2,674
2,773
2,813
3,654
4,246
4,266
4,416
5,465
- -
- -
Net Income, GAAP
45.66
43.89
39.6
38.47
41.02
39.97
36.79
38.16
39.41
36.94
- -
- -
Effective Tax Rate (%)
2.03
2.63
2.58
2.56
2.48
2.88
3.27
3.03
2.85
3.17
- -
- -
Profit Margin (%)
3,345
4,822
6,192
8,217
8,202
10,989
11,415
11,131
12,844
14,939
- -
12,547
Working Capital
4,606
2,873
3,937
3,036
3,226
2,173
2,172
1,439
5,236
4,531
- -
3,682
LT Debt
12,856
19,485
21,647
23,936
25,907
28,883
32,348
35,898
39,415
43,766
- -
42,293
Total Equity
- -
10.58
8.91
9.42
8.57
11.44
10.83
9.88
9.29
10.86
- -
- -
Return on Invested Capital (%)
- -
12.02
10.47
9.85
9.12
10.81
11.51
10.52
9.61
10.67
- -
- -
Return on Capital (%)
- -
15.81
13
12.17
11.3
13.37
13.92
12.56
11.82
13.23
- -
- -
Return on Common Equity (%)

Capital Structure

JPY

•

in mil. unless spec.
Jul'24
Oct'25
Jan'25
ST Debt
4,851
- -
4,335
LT Borrowings
3,625
- -
3,682
LT Finance Leases
906
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
27
51
25
Market Capitalization
38,511
76,055
30,651

Working Capital

JPY

•

in mil. unless spec.
Jul'24
Oct'25
Jan'25
Total Current Assets
36,002
- -
32,217
Cash, Cash Equivalents & STI
22,405
- -
16,397
Accounts Receivable, Net
3,544
- -
4,010
Inventories
7,631
- -
9,402
Total Current Liabilities
21,063
- -
19,670
Payables & Accruals
- -
- -
- -
ST Debt
4,851
- -
4,335
Deferred Revenue
- -
- -
- -

Growth Rates

JPY

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
- -
- -
Free Cash Flow
- -
- -
- -
Net Income, GAAP
- -
- -
- -
Sales/Revenue/Turnover
- -
- -
- -
Total Cash Common Dividend
- -
- -
- -

Quarterly Revenue

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
41,402
45,570
42,406
42,953
172,331
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Quarterly Earnings Per Share

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
35.38
34.03
22.41
28.28
204.84
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -

Quarterly Dividends Per Share

JPY

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
39.96
2025
- -
- -
- -
- -
- -
2026
- -
- -
- -
- -
- -
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Business
JM Holdings Co.,Ltd. (TSE:3539) operates as a holding company primarily engaged in the supermarket business specializing in meat and food products in Japan; it wholesales and retails meat packs, general food items, fruits and vegetables, fresh fish, prepared dishes, and rice through various store brands including Japan Meat Seisenkan, Japan Meat Ureshi Ichiba, Niku no Hanamasa, Power Mart, MEATMeet, and Yakinikuya Manyutei restaurants. The company conducts restaurant operations, event-related services, outsourcing, facility management, and food processing via subsidiaries such as Japan Meat Co.,Ltd., Hanamasa Co.,Ltd., Japan Delica Co.,Ltd., AATJ Co.,Ltd., Active Marketing System Co.,Ltd., and Nico Mall Co.,Ltd.; it serves consumers in the Kanto and Kansai regions with plans for further expansion into new areas. Founded in 1945 by Hakukaku Sakai and incorporated in 1978 as Japan Meat Co.,Ltd. (formerly known as such until its name change to JM Holdings), the company is headquartered at 2-3-30 Oroshimachi, Tsuchiura, Ibaraki 300-0847, Japan, and employs approximately 1,444 people. Recent developments include the opening of 11 new stores contributing to net sales growth of 8.1% to JPY 186.2 billion for the fiscal year ended July 31, 2025; a 2-for-1 stock split effective October 30, 2025, to enhance share liquidity alongside updates to shareholder benefits; announcement of a mid-term management plan targeting aggressive store development in Kansai, private label product expansion, sales increases at existing supermarkets, and proactive mergers and acquisitions; and past strategic acquisitions such as a 70% stake in Yanagida Shoten, K.K. in 2023 and additional interests in Den'en Toshi Mirai Nitta Co.,Ltd.