Yamada Holdings Co., Ltd. logo

Yamada Holdings Co., Ltd.

9831.T

JPXConsumer CyclicalSpecialty Retail

Latest quote

¥701

−¥19.30 · -2.68%

Aug 24, 3:30 PM JST

9831.T company overview

Regular session · JST · Market data may be delayed.

Company profile

Company website

Yamada Holdings Co., Ltd. is a Japanese enterprise primarily involved in the retail of consumer electronics. Its diverse operations are structured into several key divisions. The Consumer Electronics segment manages an extensive network of stores that supply household appliances, furnishings, and interior decor, in addition to specializing in the sale of its own branded apparel. Through its Housing division, the company offers smart home solutions, oversees the construction and sale of new residences, and undertakes home rebuilding and refurbishment projects. The Environmental Resources Development unit is committed to sustainability, focusing on product repurposing and recycling, minimizing waste generation, and incorporating recycled materials. Yamada's Finance segment provides a comprehensive array of financial offerings, including mortgage lending, property and casualty insurance, personal financial planning, and various payment services. Furthermore, the Services segment encompasses activities such as trading in building materials and home fixtures, general construction, wholesale operations, restaurant management, and travel agency services. Founded in 1973 and headquartered in Takasaki, Japan, the company was formerly known as Yamada Denki Co., Ltd. before rebranding to Yamada Holdings Co., Ltd. in October 2020.

Industry
Specialty Retail
Sector
Consumer Cyclical
Headquarters
JP
CEO
Noboru Yamada
Listed since
Jan 4, 2001
Employees
26,747

Market position

Day range

Current ¥701

52-week range

Current ¥701

Open
¥710
Previous close
¥720.3
Volume
3.85M
0.86× average
Average volume
4.49M
Average daily volume
Market cap
465.77B JPY
Beta
0.11
Market reference 1
50-day average
¥682.84
+2.66% above average
200-day average
¥573.33
+22.27% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value
624.16B JPY
P/E (TTM)
29.04×
P/B (TTM)
0.73×
P/S (TTM)
0.27×
EV / EBITDA
10.9×
Earnings yield
4.19%
Free cash flow yield
1.74%
Dividend yield
2.43%

Profitability & efficiency

Gross margin
25.92%
Operating margin
1.06%
Net margin
0.92%
Return on equity
2.32%
Return on assets
1.13%
Return on invested capital
0.99%

Financial health

Debt / equity
0.45×
Current ratio
1.32×
Altman Z-score
2.49
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%20%9%-2%Gross margin, FY2022: 28.71%Gross margin, FY2023: 28.04%Gross margin, FY2024: 28.53%Gross margin, FY2025: 28.07%Gross margin, FY2026: 26.11%Operating margin, FY2022: 4.06%Operating margin, FY2023: 2.75%Operating margin, FY2024: 2.61%Operating margin, FY2025: 2.63%Operating margin, FY2026: 0.96%Net margin, FY2022: 3.12%Net margin, FY2023: 1.99%Net margin, FY2024: 1.51%Net margin, FY2025: 1.65%Net margin, FY2026: 0.87%FY2022FY2023FY2024FY2025FY2026
Gross margin FY2022 28.71%. Gross margin FY2023 28.04%. Gross margin FY2024 28.53%. Gross margin FY2025 28.07%. Gross margin FY2026 26.11%. Operating margin FY2022 4.06%. Operating margin FY2023 2.75%. Operating margin FY2024 2.61%. Operating margin FY2025 2.63%. Operating margin FY2026 0.96%. Net margin FY2022 3.12%. Net margin FY2023 1.99%. Net margin FY2024 1.51%. Net margin FY2025 1.65%. Net margin FY2026 0.87%.

Income trends

Revenue

1.69T JPY+3.85%

Operating income

16.17B JPY-62.25%

Net income

14.78B JPY-45.09%
Income trends across reported periods1.86T JPY1.19T JPY517.89B JPY−152.93B JPYRevenue, FY2022: 1.62T JPYRevenue, FY2023: 1.6T JPYRevenue, FY2024: 1.59T JPYRevenue, FY2025: 1.63T JPYRevenue, FY2026: 1.69T JPYOperating income, FY2022: 65.7B JPYOperating income, FY2023: 44.07B JPYOperating income, FY2024: 41.49B JPYOperating income, FY2025: 42.82B JPYOperating income, FY2026: 16.17B JPYNet income, FY2022: 50.56B JPYNet income, FY2023: 31.82B JPYNet income, FY2024: 24.06B JPYNet income, FY2025: 26.91B JPYNet income, FY2026: 14.78B JPYFY2022FY2023FY2024FY2025FY2026
Revenue FY2022 1.62T JPY. Revenue FY2023 1.6T JPY. Revenue FY2024 1.59T JPY. Revenue FY2025 1.63T JPY. Revenue FY2026 1.69T JPY. Operating income FY2022 65.7B JPY. Operating income FY2023 44.07B JPY. Operating income FY2024 41.49B JPY. Operating income FY2025 42.82B JPY. Operating income FY2026 16.17B JPY. Net income FY2022 50.56B JPY. Net income FY2023 31.82B JPY. Net income FY2024 24.06B JPY. Net income FY2025 26.91B JPY. Net income FY2026 14.78B JPY.
Metric (JPY)FY2026FY2025FY2024FY2023FY2022
Revenue1.69T JPY1.63T JPY1.59T JPY1.6T JPY1.62T JPY
Cost of goods sold1.25T JPY1.17T JPY1.14T JPY1.15T JPY1.15T JPY
Gross profit441.65B JPY457.36B JPY454.22B JPY448.77B JPY464.96B JPY
Research and development305M JPY325M JPY319M JPY350M JPY
Selling, general, and administrative425.48B JPY391.55B JPY390B JPY383.1B JPY377.48B JPY
Operating expenses425.48B JPY414.54B JPY412.73B JPY404.71B JPY399.26B JPY
Interest income654M JPY469M JPY610M JPY730M JPY588M JPY
Interest expense3.22B JPY2.29B JPY1.72B JPY1.47B JPY1.42B JPY
Depreciation and amortization29.79B JPY27.01B JPY26.14B JPY25.13B JPY24.43B JPY
Operating income16.17B JPY42.82B JPY41.49B JPY44.07B JPY65.7B JPY
Net income14.78B JPY26.91B JPY24.06B JPY31.82B JPY50.56B JPY

Company facts updated Aug 24, 2026.

Earnings

EPS beat rate
10%
1 beat, 9 misses, 0 met estimates
Average EPS surprise
-63.21%
10 comparable reports
Latest EPS result
15.02

EPS: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly EPS actual values compared with estimates25.0512.2-0.65-13.5Q1 '25MissQ2 '25MissQ3 '25MissQ4 '25MissQ1 '26MissQ2 '26MissQ3 '26No estimateQ4 '26Estimate
Q1 2025, reported Feb 6, 2025: actual 18.25, estimate 22.39, surprise -18.49%, Miss. Q2 2025, reported May 8, 2025: actual 2.18, estimate 7.96, surprise -72.61%, Miss. Q3 2025, reported Aug 7, 2025: actual 12.76, estimate 12.96, surprise -1.54%, Miss. Q4 2025, reported Nov 6, 2025: actual 5.83, estimate 9.36, surprise -37.71%, Miss. Q1 2026, reported Feb 5, 2026: actual 14.06, estimate 15.01, surprise -6.33%, Miss. Q2 2026, reported May 8, 2026: actual -10.84, estimate 7.22, surprise -250.14%, Miss. Q3 2026, reported Aug 6, 2026: actual 15.02, estimate —, surprise —, Comparison unavailable. Q4 2026, reported Oct 29, 2026: actual —, estimate 16.52, surprise —, Comparison unavailable.

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate
Quarterly Revenue actual values compared with estimates503.12B454.85B406.58B358.31BQ1 '25MissQ2 '25MissQ3 '25MissQ4 '25BeatQ1 '26MissQ2 '26BeatQ3 '26MissQ4 '26Estimate
Q1 2025, reported Feb 6, 2025: actual 397.65B JPY, estimate 411.25B JPY, surprise -3.31%, Miss. Q2 2025, reported May 8, 2025: actual 435.42B JPY, estimate 437.7B JPY, surprise -0.52%, Miss. Q3 2025, reported Aug 7, 2025: actual 377.66B JPY, estimate 422.55B JPY, surprise -10.62%, Miss. Q4 2025, reported Nov 6, 2025: actual 422.44B JPY, estimate 412.49B JPY, surprise +2.41%, Beat. Q1 2026, reported Feb 5, 2026: actual 407.94B JPY, estimate 412.56B JPY, surprise -1.12%, Miss. Q2 2026, reported May 8, 2026: actual 483.77B JPY, estimate 477.17B JPY, surprise +1.38%, Beat. Q3 2026, reported Aug 6, 2026: actual 420.22B JPY, estimate 431.93B JPY, surprise -2.71%, Miss. Q4 2026, reported Oct 29, 2026: actual —, estimate 462.52B JPY, surprise —, Comparison unavailable.

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

¥13.00

2025 complete year-27.8% since 2021

2026 partial: ¥17.00

* Partial calendar year in the available dividend history.

Corporate action history

DividendUpcoming

Ex-dividend Mar 30, 2027

¥17.00

Annual

Record Mar 31, 2027 · Payment Mar 30, 2027

Dividend

Ex-dividend Mar 30, 2026

¥17.00

Annual

Record Mar 31, 2026 · Payment Jun 29, 2026

Dividend

Ex-dividend Mar 28, 2025

¥13.00

Annual

Record Mar 31, 2025 · Payment Jun 30, 2025

Dividend

Ex-dividend Mar 28, 2024

¥13.00

Special

Record Mar 31, 2024 · Payment Jun 28, 2024

Dividend

Ex-dividend Mar 30, 2023

¥12.00

Annual

Record Mar 31, 2023 · Payment Jun 30, 2023

Dividend

Ex-dividend Mar 30, 2022

¥18.00

Annual

Record Mar 31, 2022 · Payment Jun 30, 2022

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