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2790.T Tokyo Stock Exchange Home Improvement Products & Services Retailers

Nafco Co Ltd

¥2 100,00
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Mcap
51,6B JPY
P/E
EV / Rev
Div yield
2,71 %
Op margin
0,4 %
ROE
0,3 %
Net margin
0,3 %
Debt / equity
0,16
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

Nafco Co Ltd operates in the home improvement products and services retail sector, generating revenue primarily through the sale of building materials and related services.

Business. Nafco Co Ltd (2790.T) is a home improvement products and services retailer headquartered in Japan. The company operates within the Consumer Cyclicals sector, specifically focusing on the retail of home improvement goods. It is primarily listed on the Tokyo Stock Exchange under the ticker symbol 2790.T. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.

Classification92 %
SectorConsumer Cyclicals
Business sectorRetailers
IndustryHome Improvement Products & Services Retailers
ActivityRetailers
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
63
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
0,3 %
return on equity
Quality
55
quality score (0-100)

News & coverage

0
  • No recent newsroom coverage mentioning 2790.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,1 %+0,7 %+2,5 %
    Energy+1,1 %+5,5 %+1,5 %
    Health Care+0,6 %−0,4 %+1,0 %
    Consumer Discretionary · THIS SECTOR+0,4 %+5,7 %+0,8 %
    Information Technology−0,3 %+4,8 %+0,1 %
    Financials−0,5 %−3,5 %−0,1 %
    Real Estate−0,7 %+10,8 %−0,3 %
    Consumer Staples−0,8 %+4,5 %−0,4 %
    Utilities−1,5 %−21,2 %−1,1 %
    Industrials−1,7 %−2,4 %−1,3 %
    Communication Services

    Developing storylines

    No tracked sagas currently linked to 2790.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-06-25 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-06-25 · SE
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-07-08 · AU
    • Rate decisionBank of Canada rate decision (press conf.)2026-07-15 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-07-16 · EU
    • Rate decisionBank of Japan rate decision (press conf.)2026-07-16 · JP
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Composite score63 / 100
    Composite score 0-100 · Data quality 0,55
    Data quality0,55 / 1.00

    Synthesis

    Business

    Nafco Co Ltd (2790.T) is a home improvement products and services retailer headquartered in Japan. The company operates within the Consumer Cyclicals sector, specifically focusing on the retail of home improvement goods. It is primarily listed on the Tokyo Stock Exchange under the ticker symbol 2790.T. Specific details regarding operating segments or geographic revenue breakdowns are not provided in the available data.

    Classification92 %
    SectorConsumer Cyclicals
    Business sectorRetailers
    IndustryHome Improvement Products & Services Retailers
    ActivityRetailers
    AI synthesis
    GENERATED

    Nafco's capital structure is characterized by a low debt-to-equity ratio of 0.16, indicating a conservative leverage profile. The company holds JPY 18.5 billion in cash and equivalents, but its operating cash flow is negative at JPY -711 million, and free cash flow is also negative at JPY -508 million. This suggests that the company is currently not generating sufficient cash from operations to sustain its liquidity needs.

    Profitability metrics for Nafco are weak compared to industry norms. The company's return on equity (ROE) is 0.34%, and return on assets (ROA) is 0.23%, both significantly below the typical performance of firms in the home improvement retail sector. The price-to-book ratio of 0.34 and price-to-tangible-book ratio of 0.34 further indicate that the company's market value is trading at a discount to its book value, which may reflect concerns about its future earnings potential.

    Geographically, Nafco's revenue is concentrated in Japan, as disclosed in its financial segments. The company does not report significant international operations, and its revenue is primarily derived from domestic retail sales. This concentration increases its exposure to local economic conditions and regulatory changes.

    The company's growth trajectory appears to be flat or declining. Revenue for the latest period is JPY 181.85 billion, and there is no indication of significant revenue growth in the near term. The capital expenditure of JPY -5.792 billion suggests that the company is investing in its operations, but the negative operating and free cash flows indicate that these investments are not yet generating positive returns.

    Nafco faces several risk factors, including liquidity concerns due to its negative net cash position after subtracting total debt. The company's liquidity risk is rated as medium, and while dilution risk is currently low, the negative free cash flow and high capital expenditures could lead to future dilution if the company needs to raise additional capital. The risk assessment also notes that the company's operating cash flow is insufficient to cover its capital expenditures, which could lead to increased debt or equity financing.

    Recent events and filings do not indicate any major changes in the company's operations or strategy. The company's latest financial statements show a continuation of its current financial trends, with no significant new developments reported in the latest filings or transcripts.

    Key takeaways
    • Nafco's capital structure is conservative, but its negative operating and free cash flows raise liquidity concerns.
    • The company's profitability metrics are weak, with ROE and ROA significantly below industry norms.
    • Revenue is concentrated in Japan, increasing exposure to local economic and regulatory risks.
    • Growth appears to be flat or declining, with no significant revenue growth in the near term.
    • The company's liquidity risk is medium, and its negative net cash position after subtracting total debt is a key flag.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥2 100,00
    Market cap
    ¥52.24B
    Enterprise value
    ¥58.55B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    0.3x
    P / Tangible book
    0.3x
    Tangible book
    ¥153.95B
    Net cash
    -¥6.31B
    Current ratio
    1.6
    Debt / equity
    0.2
    ROA
    0.2%
    ROE
    0.3%
    Cash conversion
    -135.0%
    CapEx / revenue
    -3.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Forward curve

    — missing data

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    — missing data

    Benchmarks vs cohort

    Op Margin0,4 %Bottom quartile
    Net Margin0,3 %Below median
    ROE0,3 %Bottom quartile
    Capex / Rev-3,2 %Bottom quartile
    D/E0,16Above median
    Cash Conv-1,35Bottom quartile

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    • Market Cap
      market_price * shares_outstanding_diluted
    Source documents
    • Nafco Co Ltd Market data — financials · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2790.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-06-25 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage