Pan Pacific International Holdings Corp 7532

Morningstar Rating
¥‎3,726.00 −2.00 (0.05%)
View Full Chart

Company Report

Discount Stores Business Remains the Key Top-Line and Profit Growth Driver for PPIH

Pan Pacific International Holdings established its footprint in Japan through Don Quijote, its chain of discount retail stores, which attract foot traffic through the abundance of closeout products and constantly changing assortment of products. Discount store buyers have more flexibility versus general merchandise stores in procurement and decision-making to source the most suitable products for local communities where stores are located, enhancing their market position.

Price vs Fair Value

7532 is trading at a 447% premium.
Price
¥‎3,728.00
Fair Value
¥‎7,313.00
Uncertainty
Medium
1-Star Price
¥‎2,292.70
5-Star Price
¥‎6,424.00
Economic Moat
Qmk
Capital Allocation
Flwfdkj

Bulls Say, Bears Say

Bulls

PPIH can leverage its national store footprint and brand popularity to scale its private-label offerings in Japan, thereby expanding margins.

Bears

Don Quijote’s differentiation versus supermarkets and drugstores could slide with declining availability of closeout products.

News

Trading Information

Previous Close Price
¥‎3,728.00
Day Range
¥‎3,701.003,817.00
52-Week Range
¥‎2,754.504,122.00
Bid/Ask
¥‎3,726.00 / ¥‎3,728.00
Market Cap
¥‎2.22 Tril
Volume/Avg
736,000 / 1.9 Mil

Key Statistics

Price/Earnings (Normalized)
23.50
Price/Sales
1.07
Dividend Yield (Trailing)
0.56%
Dividend Yield (Forward)
1.34%
Total Yield
0.56%

Company Profile

Pan Pacific International Holdings is a leading operator of discount stores and general merchandise stores primarily in Japan, operating 619 stores as of mid-2024 nationally. It offers a wide range of products from packaged food, cosmetics, and household products to consumer electronics. The primary store formats include the Don Quijote discount stores, Mega Donki format, and general merchandise stores operated under FamilyMart Uny. Overseas operations concentrate on North America and Southeast Asia. The group has acquired small supermarket chains in Hawaii and California in the US and also accelerated store expansion across Singapore and Hong Kong.
Sector
Consumer Defensive
Industry
Discount Stores
Stock Style Box
Large Core
Total Number of Employees
60,880

Competitors

Valuation

Metric
7532
TGT
WMT
Price/Earnings (Normalized)
23.5015.5433.81
Price/Book Value
4.144.827.65
Price/Sales
1.070.650.98
Price/Cash Flow
18.668.7418.56
Price/Earnings
7532
TGT
WMT

Financial Strength

Metric
7532
TGT
WMT
Quick Ratio
0.610.170.18
Current Ratio
1.220.900.80
Interest Coverage
19.5314.458.64
Quick Ratio
7532
TGT
WMT

Profitability

Metric
7532
TGT
WMT
Return on Assets (Normalized)
10.02%8.54%6.41%
Return on Equity (Normalized)
29.89%35.60%19.99%
Return on Invested Capital (Normalized)
14.49%15.59%11.82%
Return on Assets
7532
TGT
WMT

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