Komori
Y

YAMADA HOLDINGS CO.,LTD.

9831RetailLarge cap
738JPY+3.4%
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Price history
¥738Latest+86.3%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

This report comprehensively reproduces the overview of the business and factors affecting it based on the securities report for ヤマダホールディングス for the fiscal year ending March 2026, and organizes the key points of its main business composition, policies and medium-term plan. The strategic areas of the medium-term management plan for the fiscal year ending March 2026 include the development and transformation of area stores centered on LIFE SELECT, proactive development of original private-brand and SPA products, maximizing group synergies through the integration of each operating company, and the restructuring and sale of the asset portfolio. Key segment-level figures for revenue, profit and store-related indicators are presented for the Electronics, Housing, Finance, Environment and Other segments, together with the figures for the segment total and overall total. The report also describes the policies related to the medium-term plan for the fiscal year ending March 2026, KPIs for capital expenditure and capital policy, and initiatives to improve asset turnover, inventory management and cash efficiency across the group.

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Key numbersShowing 8 of 20
PER
71.46How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.11How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.6%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥713bnShare price × number of shares. The value of the entire company.
Equity ratio
46.4%The proportion of assets funded by money that does not have to be repaid.
Operating margin
3.7%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.9%The average annual growth in sales over the past three years.
What to watch next
Continued LIFE SELECT store openings, including 41 stores nationwide by the end of March 2026 and further new openings, together with progress in the transformation of regional stores
Full-year 2026 to early 2027Impact MediumLikelihood Medium
Quantified disclosure of improvements in gross margin and product profit margins resulting from expanded sales-floor space for PB/SPA products
The next or subsequent earnings release or medium-term plan progress update; timing has not been determinedImpact HighLikelihood Medium
Quantification of the deeper e-commerce platform capabilities and OMO benefits following the capital and business alliance with Gift Mall, including gross merchandise value, transaction volume and earnings impact
The impact of fiscal 2025 and subsequent results to become clearer in the next disclosureImpact MediumLikelihood Low
The development of the “AI Agent for the Entire Home Life” progressing from its launch to the demonstration and commercial deployment phases
Second half of 2026 to 2027Impact MediumLikelihood Low
Completion of the sale of non-core assets, approximately ¥130 billion in scale, including net proceeds and the contribution to capital efficiency such as ROE
The execution phase of the fiscal 2026 plan; the period has not been determinedImpact HighLikelihood Medium
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Who owns itTop holders total 42.2%
Listed holders 42.2%Everyone else 57.8%
The Master Trust Bank of Japan, Ltd. (Trust Account)11.30%
株式会社テックプランニング9.83%
Custody Bank of Japan, Ltd. (Trust Account).4.94%
SoftBank Corp.3.64%
Yamada Noboru (山田 昇)3.08%
公益財団法人山田昇記念財団2.36%
Nomura Aya (野村 絢)2.16%
Name of target company1.81%
2 other listed holders3.08%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)11.30
株式会社テックプランニング9.83
Custody Bank of Japan, Ltd. (Trust Account).4.94
SoftBank Corp.3.64
Yamada Noboru (山田 昇)3.08
公益財団法人山田昇記念財団2.36
Nomura Aya (野村 絢)2.16
Name of target company1.81
2 other listed holders3.08
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