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JM Holdings Co., Ltd. logo

JM Holdings Co., Ltd.

3539.T

JPXConsumer DefensiveGrocery Stores

Open in GoAI

Latest quote

¥1,502

+¥19.00 · +1.28%

Aug 24, 11:30 AM JST

3539.T company overview

Regular session · JST · Market data may be delayed.

Company profile

Company website

JM Holdings Co.,Ltd. engages in the supermarket business in Japan. The company is involved in the restaurant, event-related, and outsourcing businesses, as well as wholesale and retail of meat. In addition, it engages in the facility operation and management, and rice retail businesses. JM Holdings Co.,Ltd. was formerly known as Japan Meat Co.,Ltd. The company was founded in 1945 and is headquartered in Tsuchiura, Japan.

Industry
Grocery Stores
Sector
Consumer Defensive
Headquarters
JP
CEO
Masahiro Sakai
Listed since
Apr 21, 2016
Employees
1,525

Market position

Day range

Current ¥1,502

52-week range

Current ¥1,502

Open
¥1,495
Previous close
¥1,483
Volume
58.8K
0.31× average
Average volume
190.21K
Average daily volume
Market cap
76.54B JPY
Beta
0.28
Market reference 1
50-day average
¥1,313.02
+14.39% above average
200-day average
¥1,493.41
+0.58% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
144.32B JPY
P/E (TTM)
12.74×
P/B (TTM)
1.6×
P/S (TTM)
0.39×
EV / EBITDA
11.29×
Earnings yield
4.37%
Free cash flow yield
1.77%
Dividend yield
1.60%

Profitability & efficiency

Gross margin
28.43%
Operating margin
5.11%
Net margin
3.06%
Return on equity
14.31%
Return on assets
8.88%
Return on invested capital
11.65%

Financial health

Debt / equity
0.18×
Current ratio
1.69×
Altman Z-score
5.46
Piotroski F-score
5 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin
Gross, operating, and net margin trends31%21%11%0%Gross margin, FY2021: 28.42%Gross margin, FY2022: 27.93%Gross margin, FY2023: 28.42%Gross margin, FY2024: 28.55%Gross margin, FY2025: 28.70%Operating margin, FY2021: 5.06%Operating margin, FY2022: 4.74%Operating margin, FY2023: 4.68%Operating margin, FY2024: 5.31%Operating margin, FY2025: 5.40%Net margin, FY2021: 3.27%Net margin, FY2022: 3.03%Net margin, FY2023: 2.85%Net margin, FY2024: 3.17%Net margin, FY2025: 3.47%FY2021FY2022FY2023FY2024FY2025
Gross margin FY2021 28.42%. Gross margin FY2022 27.93%. Gross margin FY2023 28.42%. Gross margin FY2024 28.55%. Gross margin FY2025 28.70%. Operating margin FY2021 5.06%. Operating margin FY2022 4.74%. Operating margin FY2023 4.68%. Operating margin FY2024 5.31%. Operating margin FY2025 5.40%. Net margin FY2021 3.27%. Net margin FY2022 3.03%. Net margin FY2023 2.85%. Net margin FY2024 3.17%. Net margin FY2025 3.47%.

Income trends

Revenue

186.21B JPY+8.05%

Operating income

10.05B JPY+9.83%

Net income

6.46B JPY+18.15%
Income trends across reported periods204.4B JPY131.62B JPY58.83B JPY−13.95B JPYRevenue, FY2021: 129.82B JPYRevenue, FY2022: 140.85B JPYRevenue, FY2023: 154.82B JPYRevenue, FY2024: 172.33B JPYRevenue, FY2025: 186.21B JPYOperating income, FY2021: 6.58B JPYOperating income, FY2022: 6.68B JPYOperating income, FY2023: 7.24B JPYOperating income, FY2024: 9.15B JPYOperating income, FY2025: 10.05B JPYNet income, FY2021: 4.25B JPYNet income, FY2022: 4.27B JPYNet income, FY2023: 4.42B JPYNet income, FY2024: 5.47B JPYNet income, FY2025: 6.46B JPYFY2021FY2022FY2023FY2024FY2025
Revenue FY2021 129.82B JPY. Revenue FY2022 140.85B JPY. Revenue FY2023 154.82B JPY. Revenue FY2024 172.33B JPY. Revenue FY2025 186.21B JPY. Operating income FY2021 6.58B JPY. Operating income FY2022 6.68B JPY. Operating income FY2023 7.24B JPY. Operating income FY2024 9.15B JPY. Operating income FY2025 10.05B JPY. Net income FY2021 4.25B JPY. Net income FY2022 4.27B JPY. Net income FY2023 4.42B JPY. Net income FY2024 5.47B JPY. Net income FY2025 6.46B JPY.
Metric (JPY)FY2025FY2024FY2023FY2022FY2021
Revenue186.21B JPY172.33B JPY154.82B JPY140.85B JPY129.82B JPY
Cost of goods sold132.77B JPY123.12B JPY110.81B JPY101.51B JPY92.92B JPY
Gross profit53.44B JPY49.21B JPY44.01B JPY39.34B JPY36.9B JPY
Selling, general, and administrative43.39B JPY40.06B JPY36.76B JPY32.66B JPY30.32B JPY
Operating expenses43.39B JPY40.06B JPY36.76B JPY32.66B JPY30.32B JPY
Interest expense58M JPY42M JPY38M JPY33M JPY36M JPY
Depreciation and amortization2.74B JPY2.49B JPY2.21B JPY1.96B JPY1.79B JPY
Operating income10.05B JPY9.15B JPY7.24B JPY6.68B JPY6.58B JPY
Net income6.46B JPY5.47B JPY4.42B JPY4.27B JPY4.25B JPY

Company facts updated Aug 24, 2026.

Earnings

Latest EPS result
26.51

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Estimates unavailable
Quarterly EPS actual values compared with estimates60.2343.1826.149.09Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26
Q3 2024, reported Sep 12, 2024: actual 56.56, estimate —, surprise —, Comparison unavailable. Q4 2024, reported Dec 12, 2024: actual 13.2, estimate —, surprise —, Comparison unavailable. Q1 2025, reported Mar 14, 2025: actual 41.75, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Jun 12, 2025: actual 28.87, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 12, 2025: actual 42.21, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Dec 12, 2025: actual 10.7, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Mar 16, 2026: actual 38.52, estimate —, surprise —, Comparison unavailable. Q2 2026, reported Jun 12, 2026: actual 26.51, estimate —, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates55.64B50.7B45.76B40.81BQ3 '24MissQ4 '24MissQ1 '25No estimateQ2 '25No estimateQ3 '25No estimateQ4 '25No estimateQ1 '26No estimateQ2 '26No estimate
Q3 2024, reported Sep 12, 2024: actual 42.95B JPY, estimate 45.57B JPY, surprise -5.74%, Miss. Q4 2024, reported Dec 12, 2024: actual 44.07B JPY, estimate 45.57B JPY, surprise -3.30%, Miss. Q1 2025, reported Mar 14, 2025: actual 48.77B JPY, estimate —, surprise —, Comparison unavailable. Q2 2025, reported Jun 12, 2025: actual 46.13B JPY, estimate —, surprise —, Comparison unavailable. Q3 2025, reported Sep 12, 2025: actual 47.24B JPY, estimate —, surprise —, Comparison unavailable. Q4 2025, reported Dec 12, 2025: actual 47.69B JPY, estimate —, surprise —, Comparison unavailable. Q1 2026, reported Mar 16, 2026: actual 53.5B JPY, estimate —, surprise —, Comparison unavailable. Q2 2026, reported Jun 12, 2026: actual 48.39B JPY, estimate —, surprise —, Comparison unavailable.

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ETFs holding 3539.T

Funds reporting this stock among their holdings, ordered by reported position size.

iShares Core TOPIX ETF logoiShares Core TOPIX ETF1475.T
Market value
125.31M
Weight
0.00%
AUM
2.89T JPY
Expense ratio
0.05%
Price / 1D
¥418.5+0.12%
Vanguard Total International Stock ETF logoVanguard Total International Stock ETFVXUS
Market value
3.11M
Weight
0.00%
AUM
646.2B USD
Expense ratio
0.05%
Price / 1D
$87.71+0.78%
Vanguard FTSE Developed Markets ETF logoVanguard FTSE Developed Markets ETFVEA
Market value
2M
Weight
0.00%
AUM
315B USD
Expense ratio
0.03%
Price / 1D
$73.42+0.80%
Avantis International Small Cap Value ETF logoAvantis International Small Cap Value ETFAVDV
Market value
1.19M
Weight
0.01%
AUM
20.24B USD
Expense ratio
0.36%
Price / 1D
$111.95+1.06%
Vanguard FTSE All-World ex-US Small-Cap ETF logoVanguard FTSE All-World ex-US Small-Cap ETFVSS
Market value
763.56K
Weight
0.01%
AUM
13.6B USD
Expense ratio
0.06%
Price / 1D
$160.06+0.43%
Schwab International Small-Cap Equity ETF logoSchwab International Small-Cap Equity ETFSCHC
Market value
511.35K
Weight
0.01%
AUM
5.73B USD
Expense ratio
0.06%
Price / 1D
$51.25+0.61%
Dimensional - International Small Cap ETF logoDimensional - International Small Cap ETFDFIS
Market value
425.05K
Weight
0.01%
AUM
5.91B USD
Expense ratio
0.39%
Price / 1D
$37.545+0.71%
Dimensional - International Core Equity 2 ETF logoDimensional - International Core Equity 2 ETFDFIC
Market value
340.59K
Weight
0.00%
AUM
15.43B USD
Expense ratio
0.22%
Price / 1D
$39.405+0.83%

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